SMSF Specialist, Funds Administration – Remote

About the Role

We are looking for an experienced SMSF Specialist to join our Funds Administration team in a newly created quality-focused role. Reporting to the Quality Manager, you will play an important part in improving the consistency, efficiency and technical quality of our SMSF administration work.

This is a hands-on role for someone who enjoys applying deep SMSF, SIS and tax knowledge in practice, supporting accountants with practical feedback, and helping build capability through scalable training and continuous improvement initiatives.

Key Responsibilities

• Review accountants’ work for tax and SIS compliance matters before audit.
• Identify improvement opportunities and provide practical coaching, training and feedback.
• Contribute insights to tax agent team meetings, including areas of risk and improvement.
• Support continuous improvement of review processes, workpapers, systems and controls.
• Work effectively as part of the quality team to systematically and sustainably improve our collective knowledge and reviewing process.

About You

You are a technically strong SMSF professional who can identify compliance issues, explain complex concepts clearly and deliver practical solutions. You enjoy helping others improve and are confident working across written, verbal, one-to-one and group settings. Future oriented, you are not interested in doing things the way they’ve always been done when new thinking is required to meet team and company goals.

• 7+ years’ experience in SMSF accounting or audit.
• High-level knowledge of SMSF legislation, tax and SIS compliance.
• Experience reviewing accountants’ work, ideally for at least 12 months.
• Willingness to do the work required to become a Registered Tax Agent.
• Working knowledge of Class software and strong understanding of SMSF administration processes.
• Excellent communication, able to clearly articulate changes or issues respectfully with clients and colleagues.
• Planful, change oriented and a keen problem-solver.

Why join Heffron?

This is an opportunity to apply your technical expertise in a practical, hands-on role while helping others build capability and improve how work is reviewed, delivered and supported.

• Additional leave benefits and flexibility to support balance and long-term sustainability
• The chance to work with and learn from highly regarded SMSF specialists and industry experts
• The opportunity to develop your skills and qualification for Tax Agent accreditation
• The opportunity to make real change in a growing organisation that values technical excellence and high-quality SMSF solutions
• A collaborative culture built on courage, accountability, trust, authenticity, respect and excellence

About Heffron

We’ve been providing SMSF services and products for advisers, accountants and trustees for over 25 years. With deep technical know-how, we leverage our expertise through our people, processes and platforms.

We administer SMSFs, provide documents and actuarial certificates, and use our unique place in the market to educate our partners and clients so they can make better decisions about their financial future.

Our values are Courage, Accountability, Trust, Authenticity, Respect and Excellence. We live them and recognise when they are role modelled by others.

Location and Flexibility

This role can be offered as a remote position or hybrid from our Maitland or Brisbane offices. Occasional travel to Maitland may be required.

Ready to Apply?

If you are ready to use your SMSF expertise to improve quality, support others and help shape best-practice administration, we would love to hear from you.

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