NEW!

Senior Manager – SMSF / Business Services & Tax
Sydney, NSW

• Ref: 135238
• Salary: (not disclosed)

A tremendous opportunity has arisen for an experienced SMSF-focused Manager to join a highly regarded boutique Chartered Accounting practice and Family Office in the Sydney CBD. This role is ideal for a technically strong professional who enjoys working closely with high-net-worth clients, private groups and high-touch advisory environments. You’ll take ownership of a significant SMSF portfolio, work directly with directors, and play a key role across Business Services and Tax. For the right person, there is genuine scope for long-term progression within a discreet, relationship-driven practice.

The Opportunity

This full-time, permanent role will see you managing approximately 25 SMSFs end-to-end while also overseeing a mixed portfolio of private clients. You will join a small, experienced team that values discretion, technical excellence and long-term client stewardship.

You’ll work onsite in modern Sydney CBD offices, collaborating closely with senior leaders while maintaining autonomy over your workflow and client relationships.

Key Responsibilities

• Manage ~25 SMSFs independently, including preparation of all annual compliance, financial statements, tax returns and workpapers

• End-to-end SMSF administration using Class Super

• Preparation and review of tax returns and financial statements for high-net-worth individuals, companies, trusts and family groups

• Act as primary contact for an allocated client portfolio

• Support senior practitioners with technical matters, advisory projects and tax planning

• Maintain a high standard of accuracy, compliance and timely lodgements

• Contribute to process improvements and workflow efficiencies within the team

About You

• Minimum 5+ years' experience in a quality CA or public practice environment

• Strong SMSF technical capability with hands-on management of funds

• Proficient in Class Super

• Confident managing a portfolio with minimal supervision

• Excellent written and verbal communication skills

• High attention to detail and strong organisational capability

• CA/CPA qualified (preferred)

Why This Role?

• Work closely with senior leaders in a respected boutique CA practice

• High-quality client base of private groups and sophisticated investors

• Stable, long-term permanent role with genuine progression opportunities

• Collaborative, relationship-driven environment

• Competitive salary package (circa $150k+, depending on experience)

Next Steps

This opportunity is offered exclusively through Practice Exchange’s confidential process.

To explore whether this could be the right next step in your career, click REGISTER NOW, contact Mark Witt CA at mark@practiceexchange.com.au or 1300 722 452, or book a confidential discussion via this link.