Senior SMSF Portfolio Manager

1 week ago

Gold Coast, Queensland, Australia beBeeAccountant Full time $90,000 - $120,000
SMSF Accounting Opportunity

Are you an experienced SMSF accountant looking to take on a leadership role in a growing business? We are seeking a Senior SMSF Accountant/Manager to join our team.

This is a high-growth opportunity where you will take ownership of a portfolio, lead and mentor a team, and influence systems and processes as we scale. You will work closely with clients and support staff, ensuring smooth operations and delivering exceptional service.

Key Responsibilities:

  • Prepare and review annual SMSF returns for audit submission
  • Oversee workflow management of the lodgement program
  • Ensure client documentation is collected and managed efficiently
  • Provide clients with guidance on SMSF-related queries, including contribution caps
  • Monitor reconciliations and account management
  • Recruit, train, and mentor junior staff to optimise team performance
  • Liaise with auditors and third-party service providers
  • Implement and manage workflow systems to streamline processes

About You:

Registered Tax Agent (or eligibility to obtain) – essential. Experience using Class Super software – essential. SMSF Specialist Advisor accreditation – highly desirable.

5–10 years of SMSF accounting and taxation experience. Advanced technical knowledge of SMSFs. Strong communication, presentation, and client relationship skills. A proactive, growth-focused attitude. A history of consistent employment in public practice or SMSF administration.

What We Offer:

Competitive salary reflecting your accounting and management experience. High-growth opportunity with support staff in place and career progression. Collaborative, supportive, and professional team environment. Investment in your professional and personal development. Flexible work arrangements for the right candidate.

Our Team:

At this rapidly growing SMSF accounting business, we value collaboration, professionalism, and helping clients achieve their financial goals while maintaining a supportive and relaxed work environment. We invest in our team's growth and development, including overseas trips for senior management, interstate travel opportunities, and access to business skills and personal growth training fully funded by the company.

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