About the Firm

This is a highly regarded, privately-owned accounting and advisory firm that would comfortably sit in the top 40 nationally if AFR ranked them. Known for technical excellence, client-first service, and long-standing relationships, they deliver integrated solutions in Accounting, Tax, SMSF Administration, Audit, Business Advisory, and Wealth Management. The Sydney CBD office works closely with a skilled offshore team in India for compliance work, allowing the local team to focus on review and client engagement.

The Role: SMSF Manager

Manage a portfolio of ~500 SMSF funds worth $2M in client fees. The offshore team (using ClassSuper) completes the preparation and first review, and your focus will be the final technical review before partner sign-off. No business development required; this is a hands-on technical and quality control role.

Key Responsibilities

Manage and perform final review for a portfolio of ~500 SMSF funds.

Ensure accuracy, compliance, and technical excellence before partner sign-off.

Liaise with the Offshore SMSF Manager and partners to resolve technical issues.

Stay current with SMSF legislation and ATO requirements.

Candidate Profile

Significant SMSF management experience, ideally with large portfolios.

Proficient in SMSF compliance, superannuation law, and ClassSuper.

Strong attention to detail and ability to work independently.

Excellent communication skills for working with local and offshore teams.

Qualifications: CA, CPA, ASFA qualified and/or SMSF Specialist course completed.

Why Join?

Up to $160k package in a stable, well-structured firm.

Review-focused role with minimal compliance prep.

Central Sydney CBD location with partner access and supportive culture.

If you are a motivated and ambitious individual looking to take the next step in your career, hit the apply button now for this exciting opportunity or call Luis Martinez on 0461 402 531.