Smsf Manager - Business Advisory

About us

Vincents, we see the world from every angle. 

We are a national professional services firm with deep expertise in Forensic, Tax and Advisory. We have been supporting our clients to explore all aspects of their business and financial affairs for over 30 years. 

We bring the best analytical minds to each engagement, leveraging the diversity of our collective experience alongside our subject matter expertise. 

Our shared purpose is to provide our clients with a clear direction when they need it most. Our mission and core values provide the guiding principles for our people – extraordinary client service, continuous improvement, celebrate success and one Vincents team. 

About the role

Are you seeking your next opportunity to develop your skills and work with a multi-disciplinary firm with exceptional growth? Our accounting, advisory and tax experts deliver innovative solutions, tailored to the clients personal or business needs. Our experts work with businesses of all sizes, helping to improve performance and achieve strategic growth. 

Due to internal promotion, the position of SMSF Manager has been created and we are currently seeking a dynamic and experienced professional to join our vibrant and growing Superannuation Team based in Brisbane. The successful candidate will play a pivotal role in managing a portfolio of circa 250 SMSFs within a small team, ensuring compliance, and providing high quality service to our clients.

• Assist in managing the SMSF division, including overseeing day-to-day operations and workflow management.
• Reviewing and analysing SMSF financial statements, tax returns, and other documentation for accuracy and completeness.
• Liaising with clients, financial advisors, and external stakeholders to address inquiries, resolve issues, and deliver exceptional client service.
• Contributing to developing and implementing strategies to enhance the efficiency and effectiveness of SMSF processes and procedures.
• Participate in professional development activities to stay up to date on industry trends, regulatory changes, and best practices related to SMSFs and sharing knowledge with the team.
• Proactively contributing to innovation within the business unit.

About you

• Qualification(s) and/or professional accreditation(s) in a relevant discipline such as Business/Commerce, Accounting, or Finance.
• CA or CPA qualified.
• Demonstrated and proven professional experience within a public practice setting minimum five years’ experience within Australian Public Practice environment specialising in SMSFs.
• Professional, client-focused and invested in being a trusted advisor.
• Experience in supervising and leading a team, fostering a collaborative and high-performance work environment.
• Excellent prioritisation, attention to detail, time management and organisational skills with the ability to adapt in high pressure situations.
• Excellent verbal and written communication skills with the ability to explain complex tax concepts in a clear and concise manner.
• Proficient knowledge of MS Office applications including SMSF administration platforms and accounting software.

About the Vincents experience

Our people are our greatest strength. Some of the ways in which we support you include: 

• Flexible and hybrid working options to support you, your team, and your clients in the most meaningful way 
• An additional day of leave a year – VinDay – to use however you choose! 
• A flat leadership structure that has a genuine open-door policy alongside a supportive and friendly work environment 
• Ad hoc bring your dog into work days 
• A Learning framework to support your technical, operational, interpersonal and leadership growth and development on an ongoing basis 
• Support with formal accreditations, relevant courses, or post graduate study 
• Regular learning programs around employee wellbeing alongside an Employee Assistance Program for you and your immediate family 
• A nominated People Experience Team who drive our firmwide People Engagement Plan 
• Retail and wellbeing benefits through our workplace benefits platform 
• A competitive employee referral program to enable you to be rewarded for introducing talent into our business 
• A client referral incentive program that rewards you for the growth of our business. 
• Monthly 1-1s with Directors to help you with personal and professional development 
• An active social calendar of regular formal, informal and I&D events

We’re committed to building a diverse, inclusive and equitable community for everyone at Vincents. 

Vincents is an equal opportunity employer. If you feel you do not meet some of the expectations listed above, but find the role interesting, we would still like to hear from you.