SMSF Leadership Opportunity

2 days ago

Brisbane, Queensland, Australia beBeeLeadership Full time $145,606 - $153,869
Senior SMSF Professional

Are you a seasoned SMSF expert seeking a leadership opportunity in a growing wealth management business? We are looking for a senior professional to join our team and take on a key role in the development and delivery of our SMSF services.

This is a unique chance to contribute to the growth and success of our organisation, which offers a range of wealth management, investment, and superannuation advice and services. With a strong focus on technical excellence, we are committed to delivering high-quality solutions to our clients.

The ideal candidate will have a proven track record of leadership and technical expertise in SMSF, with experience in team management, workflow oversight, and compliance. They will also possess excellent communication and interpersonal skills, with the ability to work collaboratively with colleagues and stakeholders.

We offer a dynamic and supportive work environment, with opportunities for professional development and growth. If you are a motivated and experienced SMSF professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
  • Provide day-to-day oversight and mentoring to the SMSF teams whilst being hands-on and responsible for financial statements, fund establishment, and administration.
  • Review and provide feedback on the work of early career/assistant/associate accountants.
  • Serve as a key technical resource on complex matters, both internally and externally.
  • Oversee workflow, compliance, and client service.
  • Partner with the Director on strategy, growth, and innovation initiatives.
  • Continuously improve systems and processes to support scalable, efficient operations.
  • Collaborate with advisers and internal stakeholders to ensure smooth fund administration and delivery.
  • Support succession planning through people development and technical uplift.
  • Liaise with Auditors, the ATO, and external stakeholders.
Requirements:
  • Proven experience in team leadership or second-in-charge roles, with a desire to grow within a large group.
  • Strong technical knowledge of SMSF tax, structuring, strategies, compliance, and regulatory obligations.
  • Confidence working with and supporting financial/investment advisers.
  • Experience with Class, BGL, or equivalent platforms.
  • A solutions-oriented person who is collaborative, enjoys being hands-on, and overseeing, developing, and empowering a team.
  • Strong communication, interpersonal, and stakeholder management skills.
  • CA/CPA qualified.
Why Join Us?
  • Be part of a thriving, forward-thinking SMSF operation backed by a respected national group.
  • Direct line to decision-makers with a clear voice in strategy and process improvement.
  • Culture of excellence, collaboration, and professional development.
  • Real opportunity for short and long-term (equity) incentives.
  • Flexible work arrangements and industry-leading systems.
  • Make your mark in a business that values people, performance, and purpose.

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