SMSF Senior Manager – Lead Complex Funds | High-Performing Advisory Firm Location: Sydney CBD Type: Full-time, Permanent Remuneration: $160k - $180k Bonuses Benefits Client Type: Complex SMSFs | HNW Individuals | Intergenerational Wealth Join a prestigious and forward-thinking accounting and advisory firm as their SMSF Senior Manager , where you'll lead a team handling some of the most complex and high-value SMSFs in the market. If you're a strategic thinker with deep SMSF expertise, a sharp eye for compliance, and a passion for client advisory, this is your next career-defining move. Why This Firm? Top-tier client base, including HNW families, professionals, and business owners Collaborative and respectful workplace culture Modern offices and best-in-class systems Supportive of professional growth and autonomy Strong referral base with long-term client relationships The Role As the SMSF Senior Manager , you will: Manage a portfolio of complex SMSFs, including funds with corporate structures, LRBAs, and multi-generational members Oversee compliance and financial reporting, ensuring alignment with ATO and SIS Act regulations Lead and mentor a dedicated team of SMSF accountants and administrators Provide strategic advice on pension strategies, contribution planning, asset structuring, and succession Liaise with clients, advisors, auditors, and legal professionals Drive process improvements and ensure high service standards are maintained What You Bring At least 7–10 years of experience working with SMSFs, including complex structures Strong understanding of SIS legislation, ATO guidelines, and superannuation tax rules Excellent client-facing and leadership skills A strategic mindset with the ability to advise on broader wealth and retirement planning Proven experience managing teams and workflows Required Licensing & Qualifications To provide SMSF advice in Australia, you’ll need to meet the following requirements: Relevant Degree in Accounting, Commerce, or Financial Planning CA or CPA qualified Registered Tax Agent (or able to be registered) SSA® accreditation (SMSF Specialist Advisor) through the SMSF Association – highly regarded What’s on Offer Excellent remuneration package with bonuses Pathway to director-level involvement Support for ongoing education and accreditation Hybrid/flexible working arrangements Be part of a firm that values quality over volume Ready to step up and lead in one of the most respected SMSF teams in the market? Apply now or reach out for a confidential discussion on 0491 213 900 (Ahmed).
