SMSF Client Manager

Do things you love with people you care about, and good things happen

BlueRock was created to be different to other firms – a disruptor by nature, and a multidisciplinary firm that is changing the way people and clients view professional services. From day one, that has been a central element that has attracted both clients and people to it. That difference, together with the entrepreneurial drive provided by its founder, Peter Lalor, has enabled BlueRock to grow incredibly quickly.

Established in 2008, BlueRock employs over 300 people in Australia and New Zealand. BlueRock knows that business can be tough and that life gets busy, which is why we act as advisors, not just accountants, and bring together lawyers, finance brokers, digital specialists, insurance brokers, financial planners, and grant consultants. Everyone our clients need on their team to make life easier.

We love what we do, and we understand how to attract and retain the best talent and clients. From a disruptive startup, BlueRock has grown quickly to become a national business, recognized on Top 100 lists and as a ‘Great Place to Work’ company for many years.

Joining our team means unlocking career growth opportunities, gaining client referrals through our seamless service offerings, and engaging in meaningful work that makes a real impact.

We strive to have a positive impact on the world. We’re proud to be:

• B Corp Certified
• Winner of the Women in Finance Employer of the Year Award 2025
• A Certified Great Place to Work 2025

Not only that, we put our people first, and in 2025 our BlueRockers said:

• 88% of BlueRockers believe that they are given a lot of responsibility
• 87% of BlueRockers can be themselves
• 83% of BlueRockers can easily talk to management

About BlueRock Accounting

BlueRock Accounting is our original and largest team here at BlueRock. We are at the centre of our thriving community and work closely with business owners, entrepreneurs and start-ups to deliver advisory solutions and innovative tax accounting.

We embrace all things innovation and automation so that you can focus on solving problems for our awesome clients rather than moving figures around a spreadsheet!

The SMSF team is a section of the broader accounting division which aims to offer a personable accounting experience for Self-Managed Super Fund clients.

What will you be doing?

You will be responsible for client interaction and managing a Pod. Your primary responsibilities will include:

• Liaising and communicating with clients, building strong relationships from Day 1
• Answering clients' factual questions, including those relating to the SMSF best practices
• Managing the workflow of your team to meet required deadlines, including ensuring monthly updating of your SMSF client list is completed
• Training team members as required, supporting their ongoing development
• Liaising with the Auditor to ensure SMSFs remain compliant with Superannuation Industry (Supervision) and Income Tax Assessment Acts and Regulations
• Liaising internally with different teams within BlueRock, as well as other stakeholders, to ensure clients receive a holistic service offering

Requirements

We want to hear from people who:

• Have completed a Bachelor degree in Accounting or a similar discipline
• Have 3 to 4 years' experience in SMSF
• Have strong SMSF technical knowledge
• Experience with Class Super is preferred but not required
• Have strong communication skills, with proven experience in client communications
• Are highly driven with a proactive and positive attitude, and a great culture fit for our team
• Want to help the development and growth of a new team alongside the progression of your own career

Benefits

Our people love to work for us, here’s why!

• Receive mentoring and coaching from industry leaders.
• An inclusive and diverse workplace culture centred on meaningful work, wellbeing and fun.
• We have our very own BlueRock public holidays to give our people the day off, on us!
• Free weekly lunches, awesome social events (including a social club – winery tours to museum tours), and an amazing headquarters in the CBD.
• Access to 24/7 wellbeing, medical and safety support through our wellbeing partner, Sonder.
• We are known for creating plenty of opportunities for growth and promotion.

• We believe in work-life integration and offer a hybrid model that includes both in-office and remote work options. This approach allows our people to find the balance that works best for them, accommodating their individual needs and day-to-day flexibility whilst also recognising the value of connecting in our amazing office.

For more amazing perks of working at BlueRock and employee benefits, head to our careers page or check us out on our socials and TikTok, @BeBlueRock

How to apply

If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes but don’t necessarily meet every single point on the job description, please still apply – We’d love to learn more about you!

For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to John O’Hare at ***email_hidden*** or Lee Kelly at [email protected]

Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies.

BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status.