22 Oct
|
W3Global Australia
|
Sydney
22 Oct
W3Global Australia
Sydney
Lead. Mentor. Deliver. Grow.
Are you an experienced SMSF professional who thrives in a fast-paced, high-performance setting?
Our client is looking for a Senior Client Manager to lead part of our SMSF Compliance team and play a key role in delivering exceptional outcomes for clients while helping scale a growing, award-winning business.
This is more than a compliance management role. It is a leadership opportunity for someone who takes ownership, solves problems, drives standards, and wants to grow with a progressive firm.
About our client : Our client is an award-winning specialist SMSF firm helping Australians take control of their super with confidence.
We specialise in SMSF establishment, compliance, tax and audit, including complex funds holding property, cryptocurrency and alternative and sophisticated investments
With more than 20 years of specialist experience, we have built a reputation for technical excellence, education and client care.
We are not a traditional accounting firm. We are a fast-growth, tech-enabled, high-performance team focused on doing things properly and doing them well.
What We Offer - Permanent work from home arrangement with equipment provided
- Monday to Friday, 9 am to 6pm AEST
- Exposure to sophisticated SMSF work and complex clients
- Genuine career growth opportunities in a scaling business
- Supportive, collaborative and high-performing team
- Ongoing technical training and professional development
- A modern, cloud-based, tech-forward work environment
The Role
As Senior Client Manager, you will oversee a portfolio of SMSF clients, lead a team of accountants and drive quality, turnaround and client service outcomes.
You will be trusted to lead, improve processes,
solve issues proactively and help lift performance across the team.
Key Responsibilities
- Manage a portfolio of SMSF clients end-to-end, ensuring compliance obligations and lodgement deadlines are met
- Review financial statements, tax returns and audit workpapers to a high technical standard
- Oversee complex SMSFs including property, LRBAs and crypto holdings
- Lead, mentor and develop a team of SMSF accountants
- Manage workflow, priorities and team output in a fast-paced environment
- Act as a senior point of contact for clients, delivering proactive and professional communication
- Identify risks, technical issues and compliance concerns early
- Drive continuous improvement in systems, workflow and client experience
- Assist with onboarding and contribute to growth initiatives where required
About You
You are technically strong, commercially aware and naturally take ownership.
You bring:
- 10+ years' SMSF accounting and compliance experience in public practice
- Strong technical knowledge of SMSF legislation and compliance requirements
- Experience reviewing work and managing SMSF clients
- Team leadership or mentoring experience
- Formal supervisory role experience with direct reports and performance management responsibilities- Experience using BGL360 (preferred) or Class
- Strong organisational skills and attention to detail
- Confidence working in a paperless, cloud-based environment
- A proactive mindset, strong judgement and genuine accountability
You'll stand out if you have
- Experience managing high-volume workflows
- Exposure to complex or non-standard SMSFs
- Process improvement or automation experience
- A "get it done" attitude and calm under pressure
INDAUS
📌 Smsf Senior Client Manager (Sydney)
🏢 W3Global Australia
📍 Sydney