Smsf Team Leader

19 hours ago


Gold Coast, Australia Career Development & Management Guru Full time

**SMSF TEAM LEADER/SUPERVISOR-PUBLIC PRACTICE (Job ID: 337)**
- $120,000-$150,000 per year
- Attractive remuneration package  
- Leading mid-tier advisory firm with ethos of family first  
- Mid-Gold Coast - Easy access (north, south & east)

Ready to take your SMSF experience to the next level? Our client is seeking a full-time SMSF Team Leader/Supervisor who is ready to contribute to the success of their exciting and growing firm. 

**THE COMPANY**

Our client stands out as a distinguished accounting firm, boasting both awards and a unique, enjoyable culture. Situated conveniently in the heart of the Gold Coast, their distinctiveness is marked by a blend of professionalism and a touch of quirkiness.

They provide SMSF, business compliance and advisory services to a wide range of clients including start-ups, established companies, large enterprises and high net worth individuals.

A steady flow of new clients is provided by both the business services accounting and financial planning teams.

**THE OPPORTUNITY**

This is an awesome career move for a Senior SMSF Accountant to lead a small professional team of SMSF specialists that provide exceptional service and solutions to their growing SMSF portfolio.

As an SMSF Team Leader, you will play a pivotal role in the management of the SMSF team.

Reporting directly to the senior leadership team, you will work closely with the financial planning partners to ensure seamless collaboration and client satisfaction.

**DUTIES AND RESPONSIBILITIES**
- Lead and coordinate the team as the central contact for SMSF matters
- Ensure SMSFs comply with legal requirements, preparing necessary audit workpapers
- Provide personalized advice, guiding clients through SMSF processes for their retirement goals
- Prepare and analyse financial statements of SMSF Clients, offering optimization insights.
- Manage all SMSF administrative tasks, including contributions, investments, and pension payments. Lodge BAS and IAS monthly or quarterly
- Stay informed on industry trends, legislation changes, and contribute innovative ideas to enhance services

**EXPERIENCE SKILLS AND QUALIFICATIONS REQUIRED**
- Enjoy working in a team with a great culture at work and socially
- 5 years’ experience in accounting and taxation, mainly with a focus on SMSFs preferably in a supervisory role
- Be familiar with relevant SMSF legislation, ATO guidelines and compliance requirements
- Be experienced with Class Super and/or BGL
- Possess excellent communication and interpersonal skills, with the ability to collaborate

effectively with both accounting and financial planning teams
- Have strong analytical and problem-solving abilities, with keen attention to detail
- Have demonstrated SMSF technical skills in line with the SIS legislation
- Hold a bachelor’s degree in accounting, finance or a related field.
- Possess professional certification such as CPA, CA, IPA SMSF Specialist accreditation

**THE SUCCESSFUL CANDIDATE**
- Enjoy a vibrant view of Gold Coast
- Feel the comfort of spacious and modern office
- Exposure to a diverse and engaging client base with complex SMSF needs
- Supportive and collaborative work environment that values teamwork and innovation
- Ongoing professional development and training opportunities with allowance and paid study leave
- Competitive attractive salary package and performance-based incentives
- Extra annual leave after qualifying period
- Paid community service leave
- Hybrid work option work from Gold Coast based office and at home with IT support
- Parking - easy access to office
- EAP / Wellness program

**HOW TO APPLY**

**OR**

**Click the link below to APPLY**:
Check CDMGURU Website and take control of your future

Align your career goals with precision. Act today and secure your path forward by initiating a confidential conversation about your aspirations. Contact us now to explore how your skills can contribute to the success of our clients’ team.

**Company Profile**

Contact Number: 07 5573 4215

**Salary**: From $130,000.00 per year

Work Authorisation:

- Australia (required)



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