Our client is a well-regarded accounting and business advisory practice with a growing SMSF client base. They’re looking for an experienced SMSF Manager to join the team.

This isn’t a back-office compliance role. You’ll be the technical lead, the main point of contact for clients and the person who keeps the SMSF workflow moving. You’ll work alongside internal accountants, an offshore team and external auditors to make sure every fund is delivered accurately and on time.

What you’ll be doing - it's a mix Technical & compliance

Reviewing SMSF financial statements, annual returns and supporting workpapers

Working through complex areas such as pensions, contributions, benefit payments, related-party dealings and investment compliance

Spotting compliance risks early and recommending practical solutions

Keeping up to date with changes to superannuation legislation and ATO requirements

Portfolio & workflow

Owning the SMSF portfolio end to end, including deadlines, lodgements and job progress

Allocating and coordinating work between the onshore team and offshore resources

Tracking WIP, outstanding client information and review stages

Managing the annual audit cycle, from auditor queries through to sign-off

Training and upskilling team members

Client relationships

Building solid, long-term relationships as the main contact for your SMSF clients

Turning complex super concepts into explicit advice clients can act on





Guiding clients on contributions, retirement income streams and other fund matters, within the limits of the firm’s licensing

Spotting chances to add value through the firm’s wider tax and accounting services

Partnering with other client managers so clients get consistent, seamless service

What you’ll bring

At least 4 years in an Australian accounting firm, with a solid grounding in SMSF work

A CA or CPA designation is preferred. SSA accreditation would set you apart

A deep understanding of how SMSFs work, from the rules and regulations through to year-end reporting and the audit process

A track record of running your own book of SMSF clients and getting jobs reviewed, audited and lodged on time

Confidence using BGL Simple Fund 360. If you’ve guided junior staff or worked with an offshore team, even better

Comfort working in Xero and the Microsoft suite

The ability to put clients at ease and talk them through technical issues

A careful, detail-focused eye when checking work

Self-motivation and good organisation, so you can keep multiple deadlines on track without close supervision

An open mind and a willingness to embrace new ways of working

What’s on offer

Autonomy and ownership of your own portfolio

A respected firm with a strong SMSF client base

A supportive, professional team environment

📌 SMSF Manager (Sydney)
🏢 Rezonate Recruitment
📍 Sydney