At a Glance
- Tasks: Manage SMSF portfolios, prepare financial statements, and mentor junior team members.
- Company: Join a respected private wealth firm with a supportive culture.
- Benefits: Competitive salary, direct partner access, and structured professional development.
- Other info: Diverse and inclusive workplace that values expertise and quality service.
- Why this job: Make a real impact in a client-focused environment with genuine growth opportunities.
- Qualifications: 3+ years SMSF experience, CA/CPA qualified or near completion.
The predicted salary is between 130000 - 150000 $ per year.
We are excited to partner exclusively with a highly respected private wealth firm to appoint an experienced SMSF Manager to join their specialist superannuation team. This opportunity suits a motivated and technically strong SMSF professional who thrives in a collaborative environment and is passionate about delivering high-quality advisory and compliance outcomes for clients.
About the Role
- Manage a portfolio of self-managed super funds end-to-end
- Prepare and review SMSF financial statements, tax returns & annual compliance
- Provide technical SMSF support and guidance
- Mentor and review junior team members
- Liaise with auditors and regulatory bodies
- Stay across legislative changes and contribute to technical improvement
- Work closely with Partners, advisers, and a high-performing SMSF team
This is an opportunity to step into a mature, client-centric practice that values technical excellence, professional growth, and genuine partnership with clients.
What You Bring
- 3+ years’ SMSF experience with a broad Finance background
- Strong knowledge of SMSF legislation, accounting & compliance
- Experience managing / reviewing SMSF financials & returns
- Experience mentoring junior team members (highly regarded)
- CA/CPA qualified or near completion
- Experience with Class, BGL or similar SMSF software
- A background in specialist SMSF, private wealth, or boutique accounting environments will be highly regarded but not essential.
Why This Role?
- Work with a values-driven private wealth & SMSF advisory firm
- High-quality client base
- Calm, supportive culture
- Direct Partner access & mentorship
- Structured development and CPD support
- Genuine leadership pathway
This is a rare opportunity to join a high-performing private wealth group that genuinely values expertise, quality service and long-term professional growth. If you are an experienced SMSF Manager who thrives in a collaborative, client-focused environment, we would love to connect with you.
QIX Consulting proudly embraces diversity and encourages applications from individuals of all backgrounds. We are committed to fostering an inclusive recruitment process and supporting professionals seeking meaningful long-term careers in the private wealth and accounting sector.
SMSF Manager employer: QIX Consulting
QIX Consulting is an exceptional employer that prioritises professional growth and collaboration in the vibrant Melbourne CBD. With a focus on broader client exposure and strong advisory experience, employees benefit from a supportive work culture that fosters career progression and development opportunities. Joining QIX means being part of a dynamic team dedicated to excellence in public practice accounting.
