Smsf Client Manager

5 days ago

Sydney, New South Wales, Australia Wizetalent Full time

Are you an experienced SMSF professional with a passion for client service and technical compliance?
Were looking for a Senior Client Manager to lead our SMSF Compliance team and play a key role in delivering high-quality outcomes for our clients.
About us: At Easy Super, we help clients build wealth through Self-Managed Super Funds (SMSFs) with a focus on expertise, efficiency, and personal service.
We are proud to be an award-winning boutique SMSF firm trusted by hundreds of clients across Australia, known for our hands-on, expert service and progressive approach to SMSF compliance.
With over 20 years of industry experience, were a trusted SMSF specialist, staying up to date with industry trends through ongoing learning and professional development.
Visit our website to learn more: / What We Offer: Salary range starting from a min of $90,000 + Super.
(Salary is negotiable)
Permanent work-from-home setup with new equipment supplied.
Working Monday to Friday, 9:00 am to 6:00 pm AEST, with an hours break.
A supportive and collaborative work environment Exposure to a diverse client base and complex SMSF structures Ongoing professional development and training support About the Role: As a Senior Client Manager, you will oversee a portfolio of SMSF clients, manage a small team of accountants, and ensure accurate, timely compliance in line with regulatory requirements.
You will also provide technical guidance, build strong client relationships, and contribute to the ongoing growth and improvement of our SMSF service offering.
Key Responsibilities: Manage and oversee a portfolio of SMSF clients end-to-end, ensuring lodgement deadlines and compliance obligations are met Confidently handle complex SMSF structures including property investments, LRBAs, and cryptocurrency holdings Review SMSF financial statements, tax returns, and audit documentation Lead and mentor a team of SMSF accountants, providing training, support, and performance management Act as a key point of contact for clients, providing proactive communication and advice Stay up to date with changes in SMSF legislation and regulatory frameworks Collaborate with internal teams to improve systems, processes, and client experience Assist in onboarding new clients and supporting business development efforts where required About You: Minimum 5+ years experience in SMSF accounting and compliance within Public Practice In-depth knowledge of SMSF legislation, compliance, and reporting requirements Proven experience managing client relationships and leading teams CA/CPA qualified (or near completion) Excellent communication, time management, and leadership skills Experience using SMSF software such as Class or BGL 360 Comfortable working in a tech-forward, paperless environment and contributing to automation and workflow improvements using cloud-based and AI tools A proactive mindset with a can-do attitude-ready to step in, solve problems, and lead by example in a fast-paced environment Please Note Candidates must reside in Australia and have permanent work rights with no restrictions to apply.Only shortlisted candidates will be contacted.

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