CEO - SMSF Compliance

Overview

This is a first or early-stage CEO opportunity for someone ready to roll up their sleeves, lead a lean team of 8-10, and transform operational complexity into a competitive advantage using AI, automation, and smart systems. If you're a qualified tax agent who thinks like a founder, loves building things that scale, and believes technology should do the heavy lifting-this is your role.

Base pay range

$180,000.00/yr - $250,000.00/yr

The Opportunity

This business is at an inflection point. Having built a highly profitable, client-focused SMSF compliance business - they now need a commercially sharp, tech-savvy leader to scale it.

How You Can Make an Impact

Drive Profitable Growth

• Double EBITDA from $2M to $4M+ over 5 years through strategic pricing, client acquisition, and operational leverage
• Maintain a >60% dividend payout ratio while keeping client churn below 5%
• Make the numbers work-then make them better

Build a High-Performance Engine

• Turn good operators into great leaders; develop A Players into ownership-level thinkers
• Create accountability systems that work across internal and outsourced teams
• Make yourself replaceable by building leadership depth

Scale Without Breaking Things

• Prepare systems to onboard 1,000+ new funds in 24 months with minimal FTE growth
• Lead 3+ major efficiency initiatives (think: AI-powered workflows, seamless integrations, process automation)
• Navigate compliance like a pro: finalise ASIC/AFSL strategy and implement legal recommendations with confidence

Innovate at the Intersection of Product & Tech

• Evolve and potentially unify our online portal platforms to unlock growth and efficiency
• Stay ahead of the AI curve-not as a buzzword chaser, but as an operator who knows how to deploy it for margin expansion and competitive edge
• Make bold bets on technology that compound over time

You're the Right Fit If You

• Have your tax agent credentials - You understand the compliance landscape and can speak fluent SMSF
• Think commercially first - You see pricing, margin, and cash flow opportunities others miss
• Lead remote teams like a pro - Distance doesn't dilute your impact. You build culture, clarity, and accountability across screens
• Are obsessed with operational leverage - You automate the repetitive, systematize the complex, and make scale feel effortless
• Speak tech fluently - SaaS, APIs, AI, UX design-you don't just delegate this stuff, you debate it
• Run tight financials - You read a P&L like a playbook and make decisions that show up in EBITDA
• Stay curious and resilient - You learn fast, pivot when needed, and bring the team along for the ride

Ideal for

• A senior operator ready for their first or second CEO role, or an ambitious tax professional who's been building toward this moment.

Why This Role Is Different

• Real ownership: You'll shape strategy, not just execute someone else
• Tech as a lever: We believe AI and automation are the future-and we're investing in them now
• Small but mighty: Lead 8-10 people who matter
• Work from anywhere: Built for remote from day one
• Profitable and growing: You're not saving a sinking ship-you're captaining one ready to sail faster

Ready to Lead?

If you're a tax agent or fintech and related leader with CEO ambition, a mind for growth, and a bias for action-we want to hear from you. Apply now with your CV and a short note on how you'd approach scaling a tech-forward SMSF business.

Details

• Seniority level - Executive
• Employment type - Full-time
• Job function - Management, Finance, and Sales
• Industries - Financial Services and Business Consulting and Services