SMSF Specialist
Location: Newcastle OR Sydney
Salary: up to $120,00 package

About the role:

Lead technical reviews within a high-performing SMSF team. Oversee funds processed by an offshore partner, finalize for audit, and advise on compliance. Collaborate with Financial Planners and Business Advisory teams. Report to SMSF Managers and liaise with key internal and external stakeholders.

• Review SMSF processes and prep for audit sign-off
• Ensure accuracy and compliance with technical standards
• Advise clients on compliance and regulatory matters
• Flag and resolve review points proactively
• Liaise with providers, ATO, and other authorities

Benefits

• Hybrid model: 1–2 days WFH after probation
• Focus on review and technical work, with minimal hands-on compliance
• Modern office space with amazing views
• Clear career paths with regular performance reviews
• Learning resources and full study support
• Exclusive home loan discounts
• Fitness Passport and EAP wellbeing support

Skills & Experience

• Experience in SMSF accounting in public practice
• Strong technical SMSF knowledge
• CA/CPA qualified or working towards

About the company / Culture

This Brisbane and Sydney-based firm is proudly ranked in the AFR Top 40 and is known for its expertise across SMSF, Business Advisory, and Financial Planning. The team is committed to technical excellence, fostering strong client relationships, and supporting ongoing career development. Professionals enjoy working here for the supportive environment, flexible work arrangements, and a collaborative, team-oriented culture.

For further information or to apply, please contact Tyler Jameson on 0402 040 132 or email your resume to [email protected]