SMSF Manager - Private Enterprise

Grant Thornton Australia is one of the world's leading independently-owned and managed accounting, advisory and consulting firms.

Our culture is underpinned by a commitment to our clients, people and communities, and our promise to ‘Reach for Remarkable’ by providing proven expertise, principled execution, and personalised experience.

In Australia, we’re proud to support the careers of over 1,500 remarkable people. With six offices nationally and partner firms in more than 145 markets, wherever you want to go, we can take you there.

About this role

Grant Thornton is looking for Manager with Self-Managed Superannuation Fund (SMSF) experience to join our specialist team based out of Perth.

This high-achieving national team is constantly evolving alongside our clients and offers a warm, vibrant work environment. You will enjoy the opportunity to progress your career on your own terms, benefiting from direct access to Partners and a clear and transparent development framework.

Key responsibilities

You’ll maintain strong working relationships both with our clients and with your colleagues across the wider Private Business Tax & Advisory (PBTA) team, providing consultative advice and support to internal and external stakeholders on a range of SMSF matters including:

• Manage a portfolio of approx. 200 SMSFs – working closely with Partners, Directors and a National SMSF Team
• Client Relationships - Cultivate strong working relationships with our clients, providing proactive and practical solutions to address their unique challenges
• Oversee and review of the preparation and administration of SMSF compliance work including financial statements, tax returns, activity statements, and associated compliance documentation
• Liaise with external auditors and other bodies such as the ATO and ASIC
• Provide compliance advice to colleagues and escalate any SIS compliance issues to Director / Partner
• Assist with the preparation of Statements of Advice (SOAs) on superannuation planning
• Lead a team of Associates and Senior Associates, managing workflow and offering coaching to foster their growth and development.
• Support the provision of training and mentorship opportunities to less experienced team members as required

Skills & experience

With experience providing compliance and advisory services to SMSF clients, you are a service-oriented individual with a continuous improvement mindset: someone who takes pride in your work and centres the customer in everything you do, always looking to develop and refine your technical expertise.

Required

• Strong organisation skills
• Significant experience in professional accounting working directly with clients in the Australian SMSF sector
• High-level written and spoken communication, including report-writing and presentation skills
• Solid analytical and critical reasoning skills, including interpreting and reporting financial data
• An interest in working on a national level, liaising with interstate teams and clients as well as locally
• Intermediate to advanced IT literacy, ideally including a good knowledge in the use of Class Super and associated data feeds

Desirable

• Qualification(s) and / or professional accreditation(s) in a relevant discipline such as Business / Commerce, Accounting or Finance, or other relevant professional or overseas qualification(s)

If you’re interested in this role but don’t feel that you match every single one of our requirements, we would still love to hear from you and explore the unique skillset and attributes that you can bring to the team.
 

Reach your remarkable

At Grant Thornton we do things differently because we understand that when you strive for better and care about what you do remarkable things are possible. We’re a dynamic and authentic mix of backgrounds, perspectives and ways of thinking. We’re driven by our shared purpose – we care for our people, clients and communities and support them to thrive.

With us, you’ll be exposed to challenging and rewarding opportunities – building your confidence and capabilities at every step. You’ll be supported, motivated and inspired by a team of passionate and caring collaborators and leaders. You’ll be empowered to build a career path that’s tailored to you and encouraged to make a meaningful difference. And we’ll make sure the excellence you deliver and the impact you make is always seen, felt and celebrated.

Remarkable perks that put you first:

• Flexible working options to support you to achieve a more balanced approach to life, including an optional 9-day fortnight model with 100% pay
• Free annual gym membership to help keep you flexible, fit and healthy
• Active employee networks and social committees to get you involved in the things you are passionate about
• Family focused support to suit your parental and / or caregiving needs, including 26 weeks’ parental leave and a parental leave superannuation scheme
• Mental health and wellbeing resources and coaching, so you look after yourself both inside and out
• Funded CA qualification and additional study support classes to foster continuous learning 
• And many more!

Need some help applying or participating in the recruitment process?

We are committed to ensuring our recruitment process is inclusive and accessible for anyone who wishes to apply, and we warmly encourage applications from individuals from diverse backgrounds including Aboriginal and/or Torres Strait Islanders, those in the LGBTQI+ community and individuals who identify as having disability or are neurodivergent.  Click here for recruitment support information and to learn more about Diversity, Equity and Inclusion at Grant Thornton.

Should you have questions or require any adaptations or additional support for your individual circumstances so you may perform at your best during the application or recruitment process please contact our Talent Acquisition team at [email protected]

As we provide fair consideration and evaluation to a high volume of applications, we endeavour to provide feedback on your application at the earliest opportunity.

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