02 Aug
|
JobTech
|
Sydney
- Chatswood/Lane Cove Location, Parking Provided
- Well Established Accounting Consultancy
- Excellent Salary Package - Quarterly Bonus + Annual Bonus
Opportunity to join a leading consultancy and be part of a crucial Management role! Ideally you will be an experienced Business Advisory Manager who will take ownership of a well-established client portfolio and help shape the next chapter of the firm's growth.
This is a hands-on leadership role combining high-value advisory work with client portfolio management and team development. You will work closely with SMEs and family business groups, delivering meaningful strategic advice and compliance.
Responsibilities
- Managing and growing a portfolio of SME and family group clients
- Diagnosing business challenges and designing practical, structured solutions
- Building and implementing structures across ownership, tax, and operations that support long-term client goals
- Delivering business advisory services including Virtual CFO, Management Reporting, Business Valuations, and Tax Restructuring
- Monitor lodgment obligations and proactively identify outstanding compliance matters
- Advising on complex tax matters including Div 7A, S100A, GST, and ATO audits
- Reviewing and lodging financial statements,
income tax returns and GST obligations for individuals, companies, trusts, partnerships, and SMSF's
- Liaising directly with clients and government agencies on behalf of the firm
- Leading, mentoring, and developing junior and intermediate staff
Skills & Experience
- CA, CPA or IPA qualified
- 6+ years of local business services and tax experience
- Demonstrated experience managing a client fee portfolio
- Proven ability to lead and mentor staff
- Robust written and verbal communication skills, with the confidence to own senior client relationships
Benefits & Perks
- A genuine advisory focus - Virtual CFO, valuations, restructuring, and audit engagements
- Full CA/CPA support (technical guidance and financial assistance)
- Tailored, hands-on training alongside experienced senior team members
- Bi-monthly external training and access to offsite development programs
- Progressively technology focused firm investing in modern systems and processes
- Clear pathway to senior leadership within a firm that genuinely promotes excellent performers
If this role sounds like you, please apply by submitting your updated CV.
📌 Business Services Client Manager - North Shore Location (Sydney)
🏢 JobTech
📍 Sydney