A highly regarded regional Accounting and Business Advisory firm is seeking an experienced SMSF qualified to join its leadership team in a senior capacity.
This role offers the opportunity to lead and develop a growing SMSF function, mentor junior staff, work closely with Partners, and contribute to the strategic growth of the business. For the right individual, there is a genuine pathway towards partnership. This role would suit someone looking to relocate to regional Victoria.
About the Role
Working closely with senior leadership, you will take ownership of a portfolio of Self-Managed Super Funds while providing technical expertise, leadership, and commercial insight across the practice.
Key responsibilities include:
Managing and reviewing SMSF financial statements, tax returns, and audit-ready files
Leading, mentoring, and developing junior team members
Maintaining compliance with SMSF legislation and regulatory requirements
Managing workflow, resource allocation, and team performance
Building and maintaining solid client relationships
Supporting business development and identifying growth opportunities
Assisting with client meetings, strategic advice, and partner-level initiatives
Driving process improvements and operational efficiencies
About You
To be successful, you will ideally possess:
10+ years' experience within public practice accounting and/or SMSF advisory
CA or CPA qualification
Strong technical knowledge of SMSF legislation and compliance requirements
Extensive experience managing SMSF portfolios
High proficiency with BGL and related practice management systems
Proven leadership and team development experience
Strong commercial acumen and client relationship skills
A proactive, solutions-focused approach with aspirations towards leadership
What's on Offer
Leadership role within a well-established accounting and advisory practice
Clear pathway towards partnership
Opportunity to shape and grow an SMSF division
Supportive and team-oriented team workplace
Regional lifestyle benefits with long-term career growth
Competitive salary package based on experience
This opportunity would suit an experienced SMSF Manager, Senior Manager, Associate Director, or Director seeking a genuine pathway into partnership.