About the role

As Manager, you'll run your own book of clients end-to-end while contributing to firm-level service delivery and strategy. You'll report directly to the Managing Director and act as a key leader in the team, driving high-quality tax and advisory outcomes, developing relationships, and helping shape how the practice delivers value. This is a high-ownership role with direct client contact, leadership responsibilities, and accountability for results in a no-timesheet, KPI-focused environment.

Key responsibilities

- Manage a portfolio of clients across tax compliance and business advisory (entities include individuals, partnerships, trusts, and companies)

- Lead strategic conversations on structure, tax planning, cash flow, profitability, and wealth creation

- Oversee delivery of work, ensure quality and timeliness, and mentor senior/junior staff

- Build and maintain strong, long-term client relationships as a trusted advisor

- Use AI and contemporary tools to improve efficiency, insight, and client reporting

- Contribute to firm initiatives around service design, KPIs, and continuous improvement

About you

- 8–9 years' experience in public practice, with a proven track record of running your own clients

- Chartered Accountant (CA/CPA)



with deep technical tax knowledge and strong advisory capability

- Confident leader and communicator who can challenge and guide business owners and professionals

- Comfortable operating with autonomy and reporting directly to the MD

- Passionate about people, growth, and using numbers to drive better decisions

- Embraces AI and technology as part of modern practice delivery

- CA or CPA qualified

- Extensive experience with Australian tax compliance and planning across multiple entity types

- Demonstrated ability to design and implement strategies for business growth, cash flow improvement, and asset protection

- Strong leadership experience: supervising teams, managing workloads, and ensuring quality

About us

This boutique professional services practice in Perth's inner western suburbs partners with privately-held businesses and professionals to achieve three core objectives: minimise tax, grow the business/investment income, and protect assets. Their approach is structured and numbers-led: identify objectives, design structures and strategy, then execute actions that improve cash flow, profitability, and long-term wealth. The firm values great people, sustainable growth, and using technology to deliver better outcomes.

📌 Tax Manager (Perth)
🏢 Balance Search
📍 Perth