We are a leading Chartered Accounting and Business Advisory firm based in South Yarra, Melbourne.
Our team is committed to delivering high-quality accounting, taxation and advisory services to a diverse client base including privately owned businesses, high-net-worth family groups and individual investors.
We pride ourselves on building long-term relationships with our clients and providing proactive advice that supports their financial growth and success.
With a team-oriented team environment and modern technology, we focus on delivering value beyond compliance through strategic tax planning and business advisory services.
The Role
An exciting opportunity has become available for an experienced Business Services / Tax Manager to join our growing team.
This role offers the opportunity to manage your own client portfolio while working closely with the Directors on advisory and strategic client matters.
You will play a key role in overseeing a team of accountants while providing proactive tax and business advice to a broad range of clients across various industries.
The ideal candidate will have 6+ years of experience in public practice and enjoy developing strong client relationships while mentoring and supporting junior staff.
This role provides significant exposure to client interaction, tax planning and business advisory work, making it ideal for someone looking to take the next step in their professional career.
Key Responsibilities
Preparation and review of Financial Statements and Income Tax Returns for:
Individuals
Partnerships
Trusts
Self-Managed Superannuation Funds (not essential)
Managing a portfolio of business and investment clients and acting as a primary point of contact for client queries
Building and maintaining strong client relationships, providing proactive advice on tax, structuring and business matters




Preparation and review of tax planning strategies and advisory work
Providing guidance to clients on tax efficiency, structuring and business performance
Reviewing work prepared by junior and intermediate accountants and providing technical guidance and mentorship
Managing workflow, job allocation and deadlines across the team to ensure timely completion of work
Monitoring WIP, budgets and engagement progress
Assisting Directors with complex tax advisory engagements and technical matters
Identifying opportunities to add value to clients through additional advisory services
Contributing to process improvements and efficiencies within the firm
Developing and maintaining professional relationships and referral networks
Our team enjoys a supportive and collaborative workplace culture.
Some of the benefits of working with us include:
Opportunity to manage and develop your own client portfolio
Exposure to tax planning and business advisory work
Approachable leadership team with an open-door policy and strong desire to develop staff
Supportive team environment including an internal mentoring program
Clear career progression pathway with opportunity to advance within
Access to the latest accounting technology and cloud software
Additional paid Wellness Day each year to support mental and physical wellbeing
Casual Fridays and regular Friday team lunches
Social events including EOFY and Christmas celebrations
Skills & Experience
Bachelor's degree in Business or Commerce
6+ years of experience in public practice
CA or CPA qualification preferred
Experience with Xero, MYOB or BGL / SimpleFund360 highly regarded
Strong communication and interpersonal skills
Ability to manage client relationships and work collaboratively within a team
Demonstrated experience reviewing work and mentoring junior staff
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📌 Business Services/Tax Manager (Melbourne)
🏢 seek.com.au
📍 Melbourne