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 SMSFThink 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 EBITDAStay curious and resilient – You learn rapid, pivot when needed, and bring the team along for the ride Ideal 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 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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