SMSF Manager

Portfolio Management: Oversee the workflow and performance of a dedicated SMSF client portfolio, ensuring all tasks are completed accurately, timely, and within budget.

Technical Review & Compliance: Lead the review of all compliance files, financial statements, annual returns, and audit outcomes. Ensure strict compliance with the SIS Act and other relevant superannuation legislation and ATO guidelines.

Client & Stakeholder Relations: Build and maintain strong, professional relationships with clients, and external auditors, resolving queries and clarifying fund-related matters.

Team Leadership & Mentoring: Manage, mentor, and coach junior team members, fostering a culture of learning, excellence, and continuous improvement in technical knowledge and efficiency.

Process Optimisation: Develop, maintain, and implement efficient work processes and best practices for smooth team operations and scalability.

Professional Development: Stay updated with changes in SMSF legislation, ATO updates, and industry trends, actively participating in training sessions. 

Required Qualifications & Skills

Experience:

Minimum of 3-5 years of practical, hands-on experience in SMSF accounting, taxation, and compliance, preferably within an Australian KPO or accounting practice.

Demonstrated experience in a management or supervisory role.