Manager | Business Advisory & Tax

West Perth, Perth WA

Private Clients | Family Groups | Listed Entities & CFO Advisory

Remuneration: Subject to Experience

Future Director Pathway Supported

About the Company

Join one of Perth's most respected boutique advisory firms and play a key leadership role servicing high-quality private business, listed entities, not-for-profits and family group clients.

The fim has built an outstanding reputation for providing strategic advice rather than simply delivering compliance services. Their expertise spans Business Advisory, Tax Consulting, CFO services, Corporate Finance, Audit and Assurance Services.

Working directly with the Partners, you'll have the chance to shape client strategy, develop future leaders and build your own pathway toward Director or Partner level.

About the Role

Reporting directly to the Partners, you'll play a key leadership role across the firm's Business Advisory and Tax practice. A strong mix of clients across small and medium-sized businesses, family businesses, professionals, listed and unlisted companies and not-for-profit organisations.

Managing your own portfolio of sophisticated private clients, you'll become a trusted adviser to business owners, family groups and high-net-worth individuals, providing practical commercial and taxation advice that helps clients achieve their long-term objectives.

You'll lead the delivery of complex accounting and taxation engagements, mentor and develop one of the two teams in Business Services and Advisory and contribute to the continued growth of the practice through exceptional client service and identifying new opportunities within your client portfolio.

​​​​​​​Move beyond compliance and become a trusted adviser to a diverse portfolio of successful businesses.



As the firm continues to grow, you'll have the opportunity to shape the future of the practice while building a clear pathway toward Director or Partner.

Key Responsibilities

• Manage a portfolio of private business and family group clients

- Provide strategic accounting, taxation and business advisory services
- Review complex financial statements, income tax returns and advisory engagements
- Develop trusted relationships with business owners and key stakeholders
- Identify commercial opportunities and deliver practical solutions that add value for clients
- Mentor, coach and develop junior team members
- Manage client engagements, budgets and delivery timeframes
- Work closely with the Partners on business development initiatives and practice growth
- Maintain the highest standards of technical excellence and risk management
- Contribute to the ongoing development of systems, processes and the firm's technical capability

About You

To be successful in this role, you'll likely bring:
- CA or CPA qualification
- Significant experience within Business Advisory and Tax, ideally gained in a Chartered Accounting environment
- Strong technical expertise across private companies, trusts, family groups and taxation
- Experience managing a portfolio of business clients and acting as their trusted adviser




- Excellent leadership skills with experience mentoring and developing accountants
- Strong commercial acumen and the ability to identify opportunities that add value for clients
- Outstanding communication and relationship-building skills
- A proactive mindset with a genuine passion for helping clients grow their businesses
- The ambition to play a meaningful role in the continued growth of a boutique advisory firm

What's On Offer

• Work directly alongside experienced Partners on complex and rewarding client engagements
- Manage sophisticated private business and family group clients
- Broad exposure across Business Advisory, Tax, CFO and Corporate Finance engagements
- Genuine opportunity to influence the direction and growth of the practice
- High level of autonomy and client ownership
- Collaborative and supportive team environment
- Ongoing professional development and leadership opportunities
- Long-term career progression within a growing boutique advisory firm

Culture & Environment

Our client has built a culture based on collaboration, ownership and delivering exceptional outcomes for their clients.

Rather than operating within a highly structured corporate environment, the firm empowers its people to take responsibility, think commercially and build long-term relationships with clients. You'll be joining a team that values technical excellence, open communication and genuine collaboration, while providing the autonomy to make a meaningful contribution to both your clients and the continued success of the firm.

This firm has both work life balance and a very positive brand reputation - its also Perth's largest private non-networked firm of about 50 employees.

We look forward to discussing this opportunity with you.

📌 Manager | Business Advisory & Tax (Perth)
🏢 Thomas Executive Pty
📍 Perth