Job description
About the Firm
Are you a Business Services Manager looking to join a growing, technology-driven advisory firm where you can genuinely own and develop client relationships?
Our client is a privately owned advisory firm located in the heart of the CBD. Established in **** and led by three hands-on Partners, the firm provides tax, financial and wealth management advice to individuals, family group, and SME clients.
The firm have approximately ******* staff onshore and additional offshore support, the business has experienced consistent growth, including several recent acquisitions - most recently adding $1.2m in fees to the practice. As a result, there is a clear progression pathway available.
Operating from a brand-new, modern office space on George Street, this is a progressive and forward-thinking firm with strong systems, dynamic leadership, and a genuinely collaborative culture.
About the Role
Due to continued growth and recent acquisitions, an prospect has arisen for a Business Services Manager to take ownership of a diverse and high-quality client portfolio while playing a key role in the firm's next stage of expansion
Some of the responsibilities include:
Managing and strengthening client relationships across a diverse portfolio
Providing tax advisory and structuring advice
Reviewing compliance work including tax returns, financial statements, BAS and related reporting
Acting as a trusted advisor and primary point of contact for clients
Mentoring and supporting junior team members




Assisting with integration of newly acquired client portfolios
Contributing to firm-wide growth initiatives and process improvements
This is an opportunity for someone who wants to move beyond pure compliance and step into a commercially focused, relationship-driven leadership role.
Skills & Experience
CA or CPA qualified
Minimum 5+ years' experience in Business Services & Tax
Strong advisory capability
Proven ability to manage a client portfolio
Experience mentoring and reviewing junior staff
Comfortable working in a technology-focused environment
Culture & Advantages
This firm prides itself on having a collaborative, progressive and supportive culture with a young and dynamic team.
Benefits include:
Work from home flexibility (2 days per week)
Flexible working hours
Performance-based bonuses
Monthly in-house tax training sessions
Ongoing internal development and mentoring
Brand-new CBD office space
Clear progression pathway aligned with firm growth
Exposure to a diverse and high-quality client base
With strong recent growth, continued acquisitions and ambitious leadership, this is an excellent opportunity to join a firm where your impact will be visible, and your career progression supported.
Social events such as team lunches, Christmas Party, EOFY party, Melbourne Cup
How to Apply
Click
APPLY
now or contact
Graham Shellshear
at
******
/ ************ for a confidential discussion
#SCR-graham-shellshear

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