Smsf Manager

2 weeks ago


Sydney, New South Wales, Australia u&u Recruitment Partners Full time
The Role & Client


Are you proficient in Australian SMSF tax regulations and eager to lead a dynamic team? u&u Recruitment Partners are exclusively supporting a fast-growing boutique accounting firm are looking to hire an experience SMSF Manager with exceptional communication skills.


As a key player in the team, you'll oversee the preparation of SMSF annual reports and tax returns, ensuring accuracy and compliance with Australian tax laws.


Key responsibilities include:

Direct contact with a portfolio of established client, gathering necessary information to compile SMSF annual reports and tax returns;
Organise and manage documents using our document management system (Google Drive);
Generate tasks in the firm's workflow management system (Xero Practice Manager);
Utilise BGL for all SMSF report and tax return preparations;
Supervise and mentor a team of junior PHP staff, providing guidance on tax treatments and BGL processes;
Review drafted returns completed by junior staff, ensuring accuracy and completeness;
Coordinate with Auditors to facilitate a seamless process for each client;
Issue invoices and e-sign documents for client authorisation; and

Drive career progression by managing and training a growing team of junior staff.

Skills & Experience

Fluent spoken and written English;
In-depth knowledge and experience in Australian SMSF tax regulations;
Proficiency in BGL 360;
Experience in reviewing others' work and providing feedback;
Familiarity with Auditors' procedures; and


An understanding of cryptocurrency would be beneficial, as well as experience with cryptocurrency tax software such as Koinly or CryptoTax Calculator.


What's on offer:

Highly competitive package;
Standard work hours from 08:30 to 17:00;
3 days per week working from home; and

How to Apply

Please submit your resume in Word format only.
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