Compliance Manager – Private Clients & SMSFs
Butler Pty Ltd
Posted 11 days ago
Take ownership of your portfolio in a firm that values clarity, quality, and people.
At Butler, we’re not just ticking boxes — we’re building trusted, long-term relationships with clients. We specialise in accounting and financial planning, and we’re currently seeking a Compliance Manager to lead the delivery of high-quality compliance outcomes for our Private Clients and SMSF division.
The Opportunity
You’ll manage your own portfolio of private clients and self-managed super funds. You’ll oversee the compliance process end-to-end — from reviewing financial statements and tax returns to managing lodgement timelines and guiding your team.
This is a hands-on role where you’ll work closely with both clients and junior staff. You’ll bring clarity to complexity and help clients meet their obligations with confidence.
Key Responsibilities
Manage all compliance matters for a portfolio of high-net-worth individuals, family groups, and SMSFs
Review workpapers, financial statements, and tax returns prepared by junior and intermediate staff
Monitor lodgement deadlines and keep jobs moving through the workflow
Maintain strong communication with clients and internal stakeholders
Provide technical guidance on SMSF compliance and taxation matters
Collaborate with our Financial Planning division to support a seamless client journey
What You’ll Bring
CA/CPA qualified (or near completion)
4+ years' experience in public practice
Strong technical knowledge across private client groups, SMSFs, trusts, and company structures
Experience with SMSF compliance
A proactive, organised approach and ability to manage deadlines
Confident communicator with a genuine client service mindset
Familiarity with Class Super, Xero, FYI Docs, and XPM is a plus
Why Butler?
A team that backs each other and shares knowledge freely
Clear processes, supportive leadership, and no egos
Career development opportunities within a growing firm
A genuine commitment to work-life balance and flexibility
Exposure to both compliance and advisory work
About Butler Pty Ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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