Assistant Manager, SMSF (Melbourne)

Assistant Manager, SMSF (Melbourne)

19 Oct
|
Slomoi Immerman Partners
|
Melbourne

19 Oct

Slomoi Immerman Partners

Melbourne

We’re looking for an experienced SMSF skilled to join Slomoi Immerman Partners (SIP) in Melbourne in an assistant manager-level role. This is an opportunity to step into a technical, hands-on position supporting the delivery of high-quality accounting and compliance services for self-managed superannuation funds, with a focus on high net wealth clients and diverse investment structures.

SIP is a Melbourne-based professional services firm delivering accounting, tax, superannuation and advisory services to a diverse client base. We are a collaborative, high-performing team focused on strong client relationships, quality work and continuous development.

Why Join SIP?

At SIP, our values shape how we work every day.

- We lead with Heart, bringing care, respect and a people-focused approach to the way we work
- We operate as One Firm, collaborating, sharing knowledge and contributing to collective outcomes
- We deliver with Professionalism, acting in integrity, accountability and sound judgement

You will be joining a team that values strong technical capability, genuine support and meaningful career growth.

Why this role?

This is a strong opportunity to step into (or continue building in) a manager-level role within SMSF. You will work closely with experienced leaders, support the development of junior team members, and continue to grow your technical depth in a collaborative, high-performing environment.

What you’ll be doing

- Preparing explicit and concise information requests for clients and advisers
- Managing fund transactions, reconciliations and investment records
- Processing SMSF accounts and tax returns using Class software
- Collation of supporting audit workpapers
- Working closely with auditors and helping resolve audit queries end-to-end
- Identifying and addressing compliance matters in line with ATO, SISA and SISR requirements




- Supporting directors, managers and the broader team with SMSF-related queries
- Reviewing work completed by junior team members and supporting their development
- Contributing to workflow management, helping ensure quality, consistency and timely delivery across the SMSF portfolio

What we’re looking for

- CA or CPA qualification, with a demonstrated commitment to ongoing professional development
- 5+ years’ experience in SMSF accounting, including end-to-end preparation of accounts, workpapers and audit query resolution
- Strong experience using Class and a solid understanding of SISA and SISR, particularly across in-house assets, contributions and pensions
- Clear and confident communication skills, both written and verbal
- High attention to detail, with strong organizational and time management skills

What you can expect from us

At SIP, you’ll be trusted with meaningful responsibility and supported by a team that values collaboration, open communication, and quality work. We offer a positive setting, personalized coaching, direct exposure to high‑net‑worth clients managing complex, multi‑asset portfolios, and a clear path for growth where your contribution and potential are recognized.

SIP benefits

- SIP Day and Social Club initiatives that support team connection and firm culture
- Ongoing learning and development opportunities
- Study and professional development support
- Access to wellbeing support
- A collaborative environment with solid mentoring and coaching support

If you’re an experienced SMSF Assistant Manager looking for your next step, we’d encourage you to apply.

For other opportunities at SIP, visit our careers page or contact us at [email protected]

Slomoi Immerman Partners is committed to providing equal employment opportunities and building an inclusive, respectful workplace where everyone can contribute and grow.

📌 Assistant Manager, SMSF (Melbourne)
🏢 Slomoi Immerman Partners
📍 Melbourne

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