About the company:

Our client is a well-established boutique accounting and advisory firm based in Sydney's Sutherland Shire, with a strong reputation for delivering proactive, personalised advice to privately owned businesses and individuals.

With a diverse portfolio of SME clients across a broad range of industries, the firm has built its success on long-standing relationships, quality service and a strong referral network.

Operating with a close-knit local team and the support of an established offshore division, the firm has created an efficient working model that allows its senior team to spend less time on routine compliance preparation and more time building meaningful client relationships.

The Role:

With approachable Partners, a modern office and a genuine focus on work-life balance, this is an excellent opportunity for someone seeking a long-term position within a successful boutique practice.

With much of the compliance preparation completed by an experienced offshore team, your main focus will be on reviewing work, managing client relationships and providing practical, commercially focused advice.

Day to day responsibilities:

- Manage and develop strong relationships with a diverse portfolio of SME and privately owned business clients.
- Act as the primary point of contact for clients, providing proactive advice and responding to their ongoing accounting and taxation needs.
- Review financial statements, income tax returns, BAS and other compliance work prepared by the offshore team.
- Oversee workflow, delegate tasks and ensure work is completed accurately and within agreed timeframes.




- Work closely with the Partners on client matters, business advisory and strategic planning.
- Identify opportunities to add value through business improvement, tax planning and advisory services.
- Maintain high standards of client service while contributing to the continued success of the practice.

About you:

- Strong experience within an Australian public practice accounting firm.
- Experience managing client relationships and reviewing accounting and taxation compliance work.
- Excellent communication and interpersonal skills, with a genuine client-focused approach.
- The ability to manage competing priorities and oversee workflow effectively.
- CA/CPA qualifications preferred.

Culture and Perks:

- Genuine autonomy: Take ownership of your portfolio in a supportive environment without unnecessary micromanagement.
- Client-facing focus: Spend more time advising clients and building relationships, with routine preparation supported offshore.
- Boutique team environment: Work closely with approachable Partners and a collaborative local team.
- Hybrid flexibility: Enjoy 1 day WFH a week.
- Long-term stability: Join an established and successful practice with a loyal client base and strong referral network.

How to apply:

If you, or someone you know might be interested, please reach out for a confidential discussion to Kerry Bywater on 04•• ••• 161 or email ••••@calidusgroup.com.au, alternatively click APPLY to submit your application.

*Please note, we also offer a $1000 referral bonus on the successful placement of anyone you recommend!

📌 Business Advisory Manager (Sydney)
🏢 Calidus Group
📍 Sydney