06 Sep
|
Magnus Business Advisers and Accountants
|
Redland City
06 Sep
Magnus Business Advisers and Accountants
Redland City
Magnus Business Advisers and Accountants View all jobs
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 solid plus, not a strict requirement
Someone who wants to build with AI, not just tolerate it
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.
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📌 Senior Client Manager (Redland City)
🏢 Magnus Business Advisers and Accountants
📍 Redland City