Job Description
We are a leading Chartered Accounting and Business Advisory firm based in South Yarra, Melbourne.
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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.
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With a collaborative team environment and modern technology, we focus on delivering value beyond compliance through strategic tax planning and business advisory services.
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The Role
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An exciting opportunity has become available for an experienced Business Services / Tax Manager to join our growing team.
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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.
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The ideal candidate will have 6+ years of experience in public practice and enjoy developing strong client relationships while mentoring and supporting junior staff.
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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.
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Key Responsibilities
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Preparation and review of Financial Statements and Income Tax Returns for:
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Individuals
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Partnerships
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Trusts
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Self-Managed Superannuation Funds (not essential)
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Managing a portfolio of business and investment clients and acting as a primary point of contact for client queries
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Building and maintaining strong client relationships, providing proactive advice on tax, structuring and business matters
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Preparation and review of tax planning strategies and advisory work
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Providing guidance to clients on tax efficiency, structuring and business performance
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Reviewing work prepared by junior and intermediate accountants and providing technical guidance and mentorship
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Managing workflow, job allocation and deadlines across the team to ensure timely completion of work
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Monitoring WIP, budgets and engagement progress
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Assisting Directors with complex tax advisory engagements and technical matters
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Identifying opportunities to add value to clients through additional advisory services
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Contributing to process improvements and efficiencies within the firm
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Developing and maintaining qualified relationships and referral networks
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Our team enjoys a supportive and collaborative workplace culture. Some of the benefits of working with us include:
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Opportunity to manage and develop your own client portfolio
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Exposure to tax planning and business advisory work
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Approachable leadership team with an open-door policy and strong desire to develop staff
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Supportive team environment including an internal mentoring program
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Clear career progression pathway with opportunity to advance within
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Access to the latest accounting technology and cloud software
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Additional paid Wellness Day each year to support mental and physical wellbeing
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Casual Fridays and regular Friday team lunches
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Social events including EOFY and Christmas celebrations
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Skills & Experience
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Bachelor's degree in Business or Commerce
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6+ years of experience in public practice
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CA or CPA qualification preferred
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Experience with Xero, MYOB or BGL / SimpleFund360 highly regarded
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Strong communication and interpersonal skills
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Ability to manage client relationships and work collaboratively within a team
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Demonstrated experience reviewing work and mentoring junior staff
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📌 Business Services/Tax Manager (Victoria)
🏢 @
📍 Victoria