About the role

You would own a portfolio of client relationships directly, including the difficult conversations. This includes business structuring, asset protection, tax planning done in advance rather than explained in arrears, succession and estate work for owners heading toward an exit. You would run strategic annual client meetings, lead the production team beneath you — an assistant client manager, a senior production manager, and the accountants and bookkeepers who make your portfolio deliverable, here and in the Philippines. You would take a seat in the senior management group and help decide how the firm itself is run. You would inherit a functioning production team and an established client portfolio from day one.

Key responsibilities

- Own a portfolio of client relationships directly, including difficult conversations

- Deliver business structuring, asset protection, and tax planning in advance

- Manage succession and estate work for owners heading toward an exit

- Run strategic annual client meetings

- Lead the production team beneath you

- Take a seat in the senior management group and help decide how the firm is run

- Finalise complex work including trust returns, financial statements, Division 7A, CGT, FBT, depreciation, franking accounts, and family trust elections

About you

- Around ten years in tax and business advisory

- At least three years at manager level

- Able to finalise complex work yourself, not only delegate it

- Technical knowledge of trust returns, company and partnership returns, SMSF returns, financial statements, Division 7A, CGT including small business concessions, FBT, depreciation, franking accounts, family trust elections





- Experience with Xero, Xero Practice Manager and NowInfinity is a strong plus

- CPA, CA or IPA is a strong plus, not a strict requirement

- Someone who wants to build with AI, not just tolerate it

Benefits

- Market-competitive salary depending on experience, with a performance bonus

- Salary sacrifice into super available

- Twenty days leave including a two-week Christmas shutdown

- Flexible public holidays and paid exception leave when life happens

- Annual professional development budget, Xerocon, CPA/CA/NTAA workshops

- Ten-year career plan with measurable milestones, reviewed annually

- Workstations with the equivalent of five 27-inch screens

- All-expenses-paid firm conference each year

- Digital assistant built around your role from day one, with dashboards and firm data behind it

- Equity scheme — a shareholding aimed at senior people, with terms to be set by the firm

About us

Magnus is a twenty-one person public practice in Capalaba, on Brisbane's bayside, with a second office in Toowoomba and team members across the Sunshine Coast, Sydney and the Philippines. We have been going since 2011, we have grown better than 15% a year for seven years, and our clients rate us 4.9 out of 5 across 46 Google reviews. We run on Xero, Xero Practice Manager and NowInfinity. A staff equity scheme is committed to be designed and in place by 30 June 2027 — a shareholding, not a phantom bonus. We are currently rolling out a major AI programme. Every person here is getting a digital assistant built around their role, with dashboards and our own firm data behind it, and a Chief Technical Officer role built inside the firm to own it.

📌 Senior Client Manager (Capalaba)
🏢 Magnus Business Advisers and Accountants
📍 Capalaba