Manager | SMSF Salary: $130,000 to $145,000 + superannuation
Location: Brisbane CBD
Work style: Hybrid work (2 days WFH)
 
Why This Role

This is an opportunity for an experienced SMSF professional to take on a visible leadership position within the specialist SMSF division of a prominent mid-tier advisory and accounting firm.
 
Working closely with an Associate Director, you will oversee the delivery of SMSF accounting, taxation and compliance services while acting as a trusted point of contact for clients, auditors and internal stakeholders. You will manage workflow across the team, review complex work, support technical decision-making and help develop accountants working remotely from the Philippines.
 
The role offers considerably more than high-level file preparation. You will influence how work is allocated and delivered, strengthen quality standards, develop team capability and contribute to smarter systems and processes across the division.
 
It will suit an established SMSF Manager or an experienced Supervisor or Assistant Manager ready to step into a broader leadership position.
 
About Our Client

Our client is a prominent mid-tier advisory and accounting firm with a long history in Queensland.
 
The firm operates across multiple offices and provides services spanning accounting, taxation, business advisory, audit, international advisory, investment advisory, insolvency, technology, SMSF, finance, lending, HR and wealth management.
 
Its Brisbane office is located in a modern CBD workplace with contemporary facilities and end-of-trip amenities. The firm combines the structure, resources and career opportunities of a larger advisory business with direct access to senior staff and Partners.
 
The specialist SMSF team supports a diverse portfolio and collaborates with other service areas across the firm. The team uses BGL 360 and includes accountants based remotely in the Philippines, with the Brisbane leadership team responsible for technical oversight, client relationships and delivery standards.
 
The Role

As Manager within the SMSF team, you will take responsibility for portfolio delivery, client relationships, technical quality and the performance and development of team members.
 
Your responsibilities will include:

• Managing an established portfolio of SMSFs and acting as a key point of contact for clients
• Overseeing the delivery of SMSF accounting, taxation and compliance work
• Reviewing financial statements, income tax returns, BAS, supporting workpapers and compliance documentation
• Ensuring funds meet relevant legislative, ATO, reporting and audit requirements
• Reviewing complex matters involving contributions, pensions, investments, capital gains tax and fund compliance
• Providing practical technical guidance on superannuation taxation, compliance and related fund matters
• Supporting superannuation tax planning and compliance-related advice
• Coordinating the annual audit process and resolving queries with external auditors
• Liaising with clients, auditors, the ATO, advisers and internal stakeholders
• Managing workflow, deadlines and priorities across the SMSF portfolio
• Delegating work effectively and reviewing output from accountants based remotely in the Philippines
• Coaching and mentoring team members through technical guidance, feedback and on-the-job training
• Acting as the primary conduit between the remote accounting team and key internal stakeholders
• Monitoring job progress, productivity, budgets and delivery against agreed fees
• Escalating technical, compliance or commercial matters where appropriate
• Contributing to internal training and presenting technical material when required
• Identifying opportunities to improve systems, workflows and quality-control processes
• Supporting broader client needs by collaborating with accounting, tax, advisory and wealth management specialists
• Assisting the Associate Director with the ongoing performance and development of the SMSF division

This is a hands-on leadership role. While your focus will be review, workflow, client management and team development, you will remain involved in technically complex work when required.
 
What You'll Bring

• At least five years of Australian SMSF accounting experience
• Current Manager-level experience, or strong Supervisor or Assistant Manager experience with the capability to step up
• Strong technical knowledge of Australian SMSF taxation, accounting and regulatory requirements
• Experience reviewing SMSF financial statements, tax returns, BAS and supporting compliance work
• Demonstrated experience managing an SMSF portfolio and communicating directly with clients
• Confidence liaising with external auditors, the ATO, financial advisers and other stakeholders
• Experience delegating work and reviewing the output of junior or remotely based accountants
• The ability to manage workflow, deadlines, budgets and competing priorities
• Tertiary qualifications in Accounting, Commerce or a related discipline
• CA, CPA or equivalent qualification, or substantial progress towards completion
• Previous experience using BGL 360
• Strong written and verbal communication skills
• A structured, dependable and solutions-focused leadership style
• The ability to balance technical detail with practical and timely delivery
• A genuine interest in mentoring people and improving how the team operates

You will be someone who takes ownership, communicates openly and maintains high standards without losing sight of commercial realities or client relationships.
 
What's On Offer

• $130,000 to $145,000 + superannuation
• Hybrid work available
• Brisbane CBD location
• Specialist SMSF leadership position
• Direct working relationship with an experienced Associate Director
• Established SMSF portfolio and dedicated remote accounting support
• Genuine responsibility for workflow, technical quality and team development
• Modern office with contemporary facilities and end-of-trip amenities
• Five weeks of annual leave
• Additional purchased leave scheme
• Paid parental leave
• Salary packaging and novated lease options
• Structured learning and career pathway program
• Professional memberships and subscriptions
• Regular development conversations and transparent performance expectations
• Direct access to senior staff and Partners
• Social club events, quarterly team events, EOFY and Christmas functions
• Clear progression opportunities within the SMSF division and broader firm
• Scope to influence systems, processes and the continued development of the team

Next Steps If you are an SMSF Manager seeking portfolio ownership, specialist team leadership, and a clear pathway within a prominent mid-tier firm, please apply now.
 
For a confidential discussion, contact Shaun at Minchin Recruitment:
hello@minchinrecruitment.com.au
(07) 3733 3544
 
#SCR-shaun-minchin