Business Services Client Manager - North Shore Location (Sydney)

Business Services Client Manager - North Shore Location (Sydney)

02 Aug
|
JobTech
|
Sydney

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

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