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 rapid, 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
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