Manager- SMSF

Reposted 8 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech • Software • Financial Services
The Role
As a Manager at Findex, you'll oversee SMSF compliance services, mentor a team, manage client portfolios, ensure legislative compliance, and support business development.
Summary Generated by Built In

Join Findex as a Manager within our Superannuation team in our Townsville office. In this role, you’ll deliver high-quality compliance services and help clients navigate complex regulatory requirements.

You’ll uphold exceptional service standards, deepen your technical expertise and broaden your leadership impact. You’ll work closely with the Partner group to deliver positive client outcomes.

This is a permanent hybrid role, with flexibility to work between home and the office.


Your role, your contribution

  • Deliver timely superannuation compliance services, ensuring SMSF clients meet legislative, ATO and audit requirements.
  • Prepare and review financial and compliance reports while maintaining high standards of quality.
  • Manage workflows, delegate tasks and review team output to meet deadlines.
  • Provide technical support and contribute to client advice.
  • Build strong client relationships and manage engagements through to completion.
  • Support business development activities and identify opportunities for growth.

The benefits of joining us

  • Professional membership support
  • Study reimbursement and study leave
  • Industry-leading learning and development
  • Flexible working options, including time off in lieu, hybrid work and purchased leave

What you’ll bring

  • Strong technical expertise in accounting, taxation and financial reporting
  • Experience managing client portfolios
  • Advanced problem-solving and analytical skills
  • Excellent communication skills
  • A high level of attention to detail
  • A passion for mentoring and leadership
  • Experience in public practice is preferred

If this role sounds like a good fit - Apply now!  

Our Impact: Why Findex?   

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. 

For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. 

For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference. 

For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. 

For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Skills Required

  • Strong technical expertise in accounting, taxation and financial reporting
  • Experience managing client portfolios
  • Advanced problem-solving skills
  • Excellent communication skills
  • High attention to detail
  • Passion for mentoring and leadership
  • Experience in public practice
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The Company
HQ: Melbourne, Victoria
2,022 Employees

What We Do

We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.

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