CEO - SMSF Compliance

OverviewThis 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 liftingthis is your role.Base pay range$180,000.00/yr - $250,000.00/yrThe OpportunityThis 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 ImpactDrive Profitable GrowthDouble EBITDA from $2M to $4M+ over 5 years through strategic pricing, client acquisition, and operational leverageMaintain a >60% dividend payout ratio while keeping client churn below 5%Make the numbers workthen make them betterBuild a High-Performance EngineTurn good operators into great leaders; develop A Players into ownership-level thinkersCreate accountability systems that work across internal and outsourced teamsMake yourself replaceable by building leadership depthScale Without Breaking ThingsPrepare systems to onboard 1,000+ new funds in 24 months with minimal FTE growthLead 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 confidenceInnovate at the Intersection of Product & TechEvolve and potentially unify our online portal platforms to unlock growth and efficiencyStay ahead of the AI curvenot as a buzzword chaser, but as an operator who knows how to deploy it for margin expansion and competitive edgeMake bold bets on technology that compound over timeYou''re the Right Fit If YouHave your tax agent credentials You understand the compliance landscape and can speak fluent SMSFThink commercially first You see pricing, margin, and cash flow opportunities others missLead remote teams like a pro Distance doesn''t dilute your impact. You build culture, clarity, and accountability across screensAre obsessed with operational leverage You automate the repetitive, systematize the complex, and make scale feel effortlessSpeak tech fluently SaaS, APIs, AI, UX designyou don''t just delegate this stuff, you debate itRun tight financials You read a P&L like a playbook and make decisions that show up in EBITDAStay curious and resilient You learn fast, pivot when needed, and bring the team along for the rideIdeal forA 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 DifferentReal ownership: You''ll shape strategy, not just execute someone elseTech as a lever: We believe AI and automation are the futureand we''re investing in them nowSmall but mighty: Lead 8-10 people who matterWork from anywhere: Built for remote from day oneProfitable and growing: You''re not saving a sinking shipyou''re captaining one ready to sail fasterReady to Lead?If you''re a tax agent or fintech and related leader with CEO ambition, a mind for growth, and a bias for actionwe 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.DetailsSeniority level ExecutiveEmployment type Full-timeJob function Management, Finance, and SalesIndustries Financial Services and Business Consulting and Services #J-18808-Ljbffr

Created: 2025-10-29