Assistant Manager or Manager, SMSF
Core
Manage a portfolio of Self-Managed Superannuation Fund (SMSF) clients, delivering accounting, compliance, and advisory services.
Role type
Manager, SMSF Accounting & Compliance
Builds
SMSF financial statements, tax returns, and compliance workpapers
Domain
Australian Superannuation & Taxation
Required skills
SMSF legislation knowledge, financial statement preparation, audit coordination, workflow management, ATO liaison, technical coaching
Preferred skills
SMSF software proficiency, process improvement identification
Technologies
SMSF software
Responsibilities
Manage SMSF client portfolio from commencement to completion; Prepare and review SMSF financial statements, returns, and workpapers; Ensure compliance with SMSF and taxation legislation; Coordinate audit requirements and liaise with auditors; Manage workflow, budgets, deadlines, and client deliverables; Maintain accurate WIP reporting and billing readiness; Provide coaching to junior team members; Liaise with the ATO and external stakeholders; Identify and address compliance risks and process improvements.