Manager – Self-Managed Superannuation Funds (SMSF)
KPMG Australia
Manager – Self-Managed Superannuation Funds (SMSF)
KPMG is seeking a Manager for its SMSF Specialist Team in Brisbane, Australia. The role involves managing a portfolio of SMSF clients, reviewing compliance work, leading and mentoring a team, and driving process improvements. Requires 3+ years of SMSF client management experience and strong technical knowledge of SMSF legislation.
Manager – Self-Managed Superannuation Funds (SMSF)
KPMG is seeking a Manager for its SMSF Specialist Team in Brisbane, Australia. The role involves managing a portfolio of SMSF clients, reviewing compliance work, leading and mentoring a team, and driving process improvements. Requires 3+ years of SMSF client management experience and strong technical knowledge of SMSF legislation.
Salary
Core Qualifications
Technical (Must-have)
Soft Skills
Key Responsibilities
- Manage a portfolio of SMSF clients, ensuring the timely delivery of financial statements, tax returns and compliance obligations.
- Review SMSF workpapers, compliance files and client deliverables to ensure technical accuracy and quality.
- Build and maintain strong relationships with clients, external auditors, legal advisers, the ATO and internal stakeholders.
- Lead and mentor a team of SMSF professionals, providing technical guidance and coaching.
- Drive workflow management, lodgement performance and quality assurance initiatives.
- Identify opportunities to improve processes through technology, automation and AI solutions.
- Assist in business development activities, including networking, referrals and client presentations.
- Support national SMSF projects and contribute to thought leadership within the business.
- Manage billing, profitability, risk management and engagement compliance requirements.