Manager – Self-Managed Superannuation Funds (SMSF)

Company Description

At KPMG, we foster an environment of Connection, Variety and Growth, where you can bring your whole self, build lasting relationships, and grow your career within a global community.

Our Mid-Market & Private team partners with ambitious businesses to support sustainable growth and long-term success. We deliver decisive thinking, big-picture perspectives and deep insights that help clients navigate complexity with confidence.

About the Team

The SMSF Specialist Team supports clients managing their compliance and advisory in relation to their Self-Managed Superannuation Funds (SMSF’s). We are a national team with deep experience in administration, compliance, and strategic legislative advice in relation to all rules and regulations that apply to SMSF’s.

Job Description

This role is ideal for an experienced Assistant Manager ready to take the next step in their career, or an established Manager seeking a new opportunity within a growing specialist practice.

Your Opportunity

Due to continued growth, we’re seeking a Manager to join our SMSF Specialist Team.

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.

How Are You Extraordinary?

• A confident communicator who can simplify complex concepts and influence outcomes.
• Strategic and detail-oriented, with a proactive approach to problem-solving.
• Passionate about leadership, collaboration, and continuous improvement.

Your Experience

At KPMG, we believe diversity of thought, background and experience strengthens relationships and delivers meaningful results.

To be successful, you will bring:

• 3+ years' experience managing a portfolio of SMSF clients within a mid-tier, large accounting firm, or professional services environment.
• Experience reviewing SMSF financial statements and tax returns.
• Proven leadership and team management experience.
• Strong technical knowledge of SMSF legislation and compliance.
• Experience with Class Super (highly desirable).
• Experience managing workflow and delivering outcomes through onshore and/or offshore teams
• Strong stakeholder management and communication skills.
• A commitment to professional development and client service excellence.
• Full working rights in Australia.

Qualifications

•  CA, CPA in progress or equivalent professional qualification.

Additional Information

KPMG is a professional services firm with global outreach and deep sector experience. We work with clients across an array of industries to solve complex challenges, steer change and enable growth. 

Our people are what make KPMG the thriving workplace that it is and what sets us apart is that we know great minds think differently. Collaborate with a team of passionate, highly skilled professionals who’ve got your back. You’ll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best and produce meaningful and impactful work in an inclusive, equitable culture.

At KPMG, you’ll take control over how you work. We’re embracing a new way of working in many ways, from offering flexible hours and locations to generous paid parental leave and career breaks. Our people enjoy a variety of exciting perks, including retail discounts, health and wellbeing initiatives, learning and growth opportunities, salary packaging options and more.

Diverse candidates have diverse needs. During your recruitment journey, information will be provided about adjustment requests. If you require additional support before submitting your application, please contact the Talent Attraction Support Team.

At KPMG every career is different, and we look forward to seeing how you grow with us.

KPMG Australia: grow with us!