SMSF Manager / Team Leader | Associate & Equity Pathway (Melbourne)

SMSF Manager / Team Leader | Associate & Equity Pathway (Melbourne)

31 Oct
|
FemEdge Solutions
|
Melbourne

31 Oct

FemEdge Solutions

Melbourne

You've built your SMSF expertise. Now take the lead—with ownership of key client relationships, a team to develop and a genuine pathway to Associate and Equity Partner.

Competitive salary package, flexible work arrangements

Own client relationships, lead a team and influence the SMSF division's direction

Genuine pathway to Associate and ultimately Equity Partner

Our client is an established Accounting and Advisory firm that is seeking an experienced SMSF professional to take on a key leadership role within its specialist SMSF division.

This opportunity combines client advisory work, technical review and people leadership, with a genuine pathway towards ownership for someone looking to build a long-term future with the firm.

The opportunity Working directly with experienced SMSF Advisers and the leadership team, you'll take ownership of client relationships and team outcomes from day one. You'll have the prospect to influence how the division operates while developing your own portfolio of trusted client relationships.

Manage and strengthen relationships with business owners, professionals and high-net-worth clients

Attend and lead strategic client meetings

Review SMSF compliance and advisory work, providing technical guidance

Mentor and develop team members

Manage workflow, priorities and team performance





Contribute to leadership decisions and business improvement initiatives

Build towards Associate and Equity Partner, with progression earned through leadership, contribution and results

About you You're an experienced SMSF professional who can work independently, build client confidence and support a team to deliver quality work. You enjoy taking responsibility and want an opportunity to contribute to the future of a business.

Significant hands-on SMSF experience and strong Australian taxation knowledge

Proven experience reviewing SMSF compliance work and identifying technical issues

Confident managing client relationships and leading client conversations

Experience coaching, mentoring or supervising team members

Strong written and verbal communication skills

Able to manage competing priorities, exercise sound judgement and follow through

Collaborative, approachable and open to continued learning

Exposure to SMSF strategies, contributions, pensions, estate planning or succession planning will be highly regarded

What success looks like Within your first 12 months, you'll take ownership of a substantial client portfolio, confidently lead meetings and become a trusted contact for key clients. You'll also drive workflow and team outcomes, develop staff and contribute meaningfully to leadership discussions.

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📌 SMSF Manager / Team Leader | Associate & Equity Pathway (Melbourne)
🏢 FemEdge Solutions
📍 Melbourne

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