SMSF Client Manager - Easy Super

WizeTalent

Melbourne, VIC
Permanent
Full-time

1 month ago
Apply easily

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 $90,000 + super.
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.

WizeTalent