Step beyond traditional compliance work

LMY Consulting is seeking an experienced Business Services Manager to work closely with our Principal and management team.

We are an established accounting and advisory practice working primarily with Australian SMEs, private groups, companies, trusts, individuals and SMSFs.

This is a broad, hands-on role combining business services, tax, advisory, team development and practice improvement.

Rather than simply managing a large client portfolio, you will have the opportunity to work across the practice, contribute to higher-level client matters, support the development of our team and help improve how work is delivered.

What You Will Do

Your responsibilities will include

- Review financial statements, tax returns and selected complex client matters.
- Support the Principal and Client Managers with tax planning and advisory work.
- Provide guidance to accountants and Job Managers on accounting and tax matters.
- Assist with the development and training of accountants across different experience levels.
- Review and improve accounting processes, workpapers and client systems.
- Assist with complex or unusual accounting and tax matters.
- Research technical issues and provide practical recommendations.
- Communicate directly with clients where appropriate.
- Contribute to internal procedures, templates and practice improvements.
- Support the practical use of technology and AI across accounting, review and advisory work.

Your Accounting & Tax Foundation You should have strong Australian Business Services and tax experience across:

- Companies, trusts and private groups involved in trading and investment activities, including financial reporting, taxation, Division 7A,



trust distributions, CGT, GST/FBT, property and investment transactions, and managed fund / annual tax statement reconciliations.
- Private group structuring, asset protection and succession planning, including ownership and share structures, business restructures, CGT rollovers and small business concessions, SMSF and superannuation matters, and the practical implementation of tax-effective structures.

You do not need to be a specialist in every technical area. We are looking for someone with solid fundamentals, sound judgement and the ability to work through unfamiliar matters when required.

Accounting Systems

Strong accounting systems experience is important.

You should be comfortable working with Xero, QuickBooks and MYOB, and confident working in a Microsoft 365 environment including Outlook, OneDrive and SharePoint.

Experience with LodgeIT and BGL Simple Fund 360 is highly regarded but not essential.

Experience improving client accounting processes, reconciliations, reporting structures and year-end procedures will be highly valued.

An interest in using AI and technology to improve research, review quality and workflow efficiency is also welcomed.

Team Development A key part of the role is supporting the continued development of our accounting team.





You will work with accountants and Job Managers to:

- Improve technical and accounting capability.
- Provide practical review feedback.
- Support professional development and training.
- Improve consistency and quality across the practice.
- Help develop clearer and more efficient ways of completing work.

This role would suit someone who enjoys developing others and contributing to the overall capability of a practice.

About You

Ideally, you will have:

- Around 5+ years of Australian public practice experience.
- Strong Business Services and Australian tax experience.
- CA, CPA or equivalent qualification.
- Experience reviewing financial statements and tax returns.
- Strong SME and private-group exposure.
- Practical company, trust, CGT, Division 7A and SMSF knowledge.
- Experience mentoring or developing accountants.
- Strong analytical and problem-solving skills.
- Confidence communicating directly with clients.
- The ability to research unfamiliar technical matters independently.
- A practical and commercially minded approach.

Experience as a Business Services Manager, Tax Manager or Senior Manager will be well regarded. Why Join LMY?

This role offers the opportunity to:

- Work directly with the Principal.
- Have genuine input into how the practice develops.
- Work across business services, tax, SMSF, advisory and accounting systems.
- Develop and mentor accountants.
- Contribute to practice-wide improvements.
- Work on a broad range of SME and private-client matters.
- Help shape the use of technology and AI within the practice.
- Progress towards a broader senior leadership role as the firm grows.

📌 Business Services & Tax Manager – Advisory & Quality (Sydney)
🏢 LMY CONSULTING
📍 Sydney