Logo for SMSF Accountant / Client Manager

SMSF Accountant / Client Manager

WizeTalent
Sydney, NSW
A$90,000 p/a + Super
Accounting → Business Services & Corporate Advisory
Full-time
Remote

Posted 3 days ago


Are you an experienced SMSF professional with a passion for client service and technical compliance? Were looking for a Senior Client Manager to lead our SMSF Compliance team and play a key role in delivering high-quality outcomes for our clients.

About us:

At Easy Super, we help clients build wealth through Self-Managed Super Funds (SMSFs) with a focus on expertise, efficiency, and personal service. We are proud to be an award-winning boutique SMSF firm trusted by hundreds of clients across Australia, known for our hands-on, expert service and progressive approach to SMSF compliance. With over 20 years of industry experience, were a trusted SMSF specialist, staying up to date with industry trends through ongoing learning and professional development.

Visit our website to learn more: https://www.smsfconsulting.com.au/

What We Offer:

Salary range starting from $90,000 + super.

Permanent work-from-home setup with new equipment supplied.

Working Monday to Friday, 9:00 am to 6:00 pm AEST, with an hours break.

A supportive and collaborative work environment

Exposure to a diverse client base and complex SMSF structures

Ongoing professional development and training support

About the Role:

As a Senior Client Manager, you will oversee a portfolio of SMSF clients, manage a small team of accountants, and ensure accurate, timely compliance in line with regulatory requirements. You will also provide technical guidance, build strong client relationships, and contribute to the ongoing growth and improvement of our SMSF service offering.

Key Responsibilities:

Manage and oversee a portfolio of SMSF clients end-to-end, ensuring lodgement deadlines and compliance obligations are met

Confidently handle complex SMSF structures including property investments, LRBAs, and cryptocurrency holdings

Review SMSF financial statements, tax returns, and audit documentation

Lead and mentor a team of SMSF accountants, providing training, support, and performance management

Act as a key point of contact for clients, providing proactive communication and advice

Stay up to date with changes in SMSF legislation and regulatory frameworks

Collaborate with internal teams to improve systems, processes, and client experience

Assist in onboarding new clients and supporting business development efforts where required

About You:

Minimum 5+ years experience in SMSF accounting and compliance within Public Practice

In-depth knowledge of SMSF legislation, compliance, and reporting requirements

Proven experience managing client relationships and leading teams

CA/CPA qualified (or near completion)

Excellent communication, time management, and leadership skills

Experience using SMSF software such as Class or BGL 360

Comfortable working in a tech-forward, paperless environment and contributing to automation and workflow improvements using cloud-based and AI tools

A proactive mindset with a can-do attitude-ready to step in, solve problems, and lead by example in a fast-paced environment

Please Note

Candidates must reside in Australia and have permanent work rights with no restrictions to apply

Only shortlisted candidates will be contacted


About WizeTalent

Sydney, NSW, Australia

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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