SMSF Senior Client Manager

Easy Super is looking for a Senior Client Manager to play a key leadership role within our SMSF Compliance division.

This is not a traditional accounting role.

This is an opportunity to lead people, drive standards, improve systems and work with sophisticated SMSF clients in a fast-growing, award-winning specialist firm.

About Easy Super

Easy Super is an award-winning specialist SMSF firm helping Australians take control of their retirement with confidence.

We specialise exclusively in SMSFs, including establishment, compliance, tax and audit support for complex funds holding:

• Property and LRBAs
• Cryptocurrency and digital assets
• Unlisted and alternative investments
• Sophisticated investment structures

With more than 20 years of specialist experience, we have built a reputation for technical excellence, client education and high-quality service.

We are not a traditional accounting firm.

We are a modern, tech-enabled, fast-growth business focused on innovation, accountability and delivering exceptional outcomes for clients.

What We Offer

• Salary from $120,000 + super (higher for the right candidate)
• Permanent work-from-home arrangement
• Equipment provided
• Monday to Friday, 9am–6pm AEST
• Exposure to complex SMSF work
• Leadership opportunities in a rapidly growing firm
• Supportive, collaborative and high-performing culture
• Ongoing technical training and professional development
• Modern cloud-based systems and paperless workflows
• Direct involvement in improving systems, processes and client experience

The Role

As Senior Client Manager, you will oversee a portfolio of SMSF clients while leading and supporting a team of accountants.

You will be responsible for driving quality, workflow management, technical accuracy and client outcomes across your division.

This role requires someone who can think critically, solve problems proactively and operate confidently in a fast-paced environment.

Key Responsibilities

• Manage a portfolio of SMSF clients end-to-end
• Review SMSF financial statements, tax returns and audit workpapers
• Oversee complex SMSFs including property, LRBAs and cryptocurrency investments
• Ensure compliance obligations and lodgement deadlines are met
• Lead, mentor and develop SMSF accountants
• Manage workflow, turnaround times and team performance
• Communicate professionally and proactively with clients
• Identify technical risks and compliance issues early
• Drive continuous improvement across systems and processes
• Assist with onboarding and operational growth initiatives

About You

You are organised, technically capable and naturally take ownership.

You bring:

• 10+ years’ SMSF accounting and compliance experience in public practice
• Strong technical knowledge of SMSF legislation and compliance
• Experience reviewing SMSF financials and managing client relationships
• Team leadership or mentoring experience
• CA or CPA qualification (or near completion)
• Experience using BGL360 preferred (or Class)
• Strong attention to detail and organisational skills
• Confidence working in a cloud-based, paperless environment
• A proactive mindset with sound judgement and accountability

You’ll Stand Out If You Have

• Experience managing high-volume SMSF workflows
• Exposure to complex or non-standard SMSFs
• Process improvement or automation experience
• Strong problem-solving ability under pressure
• A calm, solutions-focused approach

Who This Role Suits

This role suits someone who wants more than just processing work.

It suits someone who wants to:

• Work with sophisticated SMSF clients
• Help shape and improve a growing business
• Be part of a specialist, high-performance team
• Have real impact and responsibility