We're partnering with a growing boutique professional services firm seeking an ambitious SMSF Manager to take ownership of its SMSF division and play an important role in the continued growth of the business.
With an established client portfolio of approximately 400 funds, you'll have the opportunity to lead client relationships, oversee technical delivery and work closely with an experienced Partner who is looking to transition more responsibility to the successful candidate.
Importantly, this opportunity offers genuine long-term potential for equity participation and partnership for the right individual.
Why This Opportunity Stands Out
- Equity & Partnership: Genuine opportunity to buy into the business and progress towards partnership.
- Leadership & Ownership: Take responsibility for an established SMSF portfolio and play a key role in shaping the division.
- Business Growth: Join an expanding firm with ambitious growth plans and recent acquisition activity.
- Direct Partner Exposure: Work closely with an experienced Partner and benefit from their technical knowledge and mentorship.
- Flexibility: Work-from-home flexibility following probation.
- Work-Life Balance: Early finishes during summer, with Fridays wrapping up at 3pm.
- Team Culture: Collaborative, social and supportive working environment.
- Additional Benefits: Wellness day and regular team activities.
The Role
As SMSF Manager, you'll take responsibility for the day-to-day management and continued development of the SMSF function.
Your responsibilities will include:
- Managing an established portfolio of approximately 400 SMSFs.
- Overseeing the preparation and review of SMSF financial statements and tax returns.
- Managing client relationships and acting as a trusted technical adviser.
- Providing guidance, support and technical direction to the SMSF team.
- Reviewing work and ensuring compliance with relevant legislation and regulatory requirements.
- Managing workflow, deadlines and client deliverables.
- Identifying opportunities to improve processes and service delivery.
- Working closely with Partners on business development and the strategic growth of the SMSF division.
About You We're looking for someone who combines solid technical SMSF knowledge with the personality and ambition to take ownership.
Ideally, you'll bring:
- Extensive experience within SMSF accounting and administration.
- Previous experience in a Senior SMSF Accountant, Assistant Manager or SMSF Manager capacity.
- Robust technical knowledge of SMSF compliance and taxation.
- Confidence managing client relationships and providing technical advice.
- Experience reviewing work and supporting junior team members.
- Strong organisational and workflow management skills.
- A proactive mindset with the ability to work autonomously.
- Ambition to progress into a senior leadership or partnership position.
Your Next Move
This is an opportunity to join a growing business at an exciting stage of its development, where your contribution will genuinely matter.
If you're an experienced SMSF professional looking for greater autonomy, leadership responsibility and the possibility of becoming an equity partner, we'd welcome a confidential conversation.
Apply now or contact Talentify Partners for a confidential discussion.
Additional information
- SMSF Manager
- Equity & Partnership Opportunity
- Take ownership. Shape the future. Build towards partnership.