Manager – Tax, Smsf + Hnw Clients Brisbane

Manager – Tax, Smsf + Hnw Clients Brisbane

03 Aug
|
Businessdepot
|
Brisbane

03 Aug

Businessdepot

Brisbane

Manage a portfolio of HNW individuals, family groups, and SMSF clients.

Deliver high-quality tax compliance, advisory, and strategic support across personal tax and SMSF matters.

Work closely with a Director to deliver accurate and timely year-end financials and tax returns.

Build strong, trusted client relationships and become their go-to advisor.

Review work prepared by others, provide guidance and coaching, and support junior team development [level dependent].

Identify prospects to add value, improve client outcomes, and contribute to broader advisory discussions.

CA/CPA qualification.

Experience in public practice accounting, with strong technical knowledge across personal tax, trusts, investment entities, and areas such as Div7A.

Strong personal tax experience.

SMSF experience is highly regarded, or a genuine interest in developing your expertise in this area.

Strong attention to detail and pride in delivering quality work.

Confidence communicating with clients and explaining complex matters in a practical way.

A cooperative,



down-to-earth approach to your work.

Leadership experience, or a desire to grow in this area.

And importantly – you enjoy building relationships and delivering a great client experience, not just processing work.

A specialist role focused on HNW and SMSF client work.

A high level of client exposure and relationship ownership.

A collaborative team and direct support from experienced Directors. A mix of hands-on technical work and client engagement.

A up-to-date, vibrant office on James Street with flexibility where needed.

Accounting

Agency Broking

Bookkeeping

Business Advisory

Business Broking

Digital

Ecommerce

Estate Planning

Events

Financial Planning

Franchising

Governance

Insurance

Legal

Marketing

Mergers + Acquisitions Not for Profit

People + Culture

Real Estate

Superannuation

Tax

Valuations

Wealth Advisory

📌 Manager – Tax, Smsf + Hnw Clients Brisbane
🏢 Businessdepot
📍 Brisbane

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