Business Services Manager

Job description

About the Firm
Are you a Business Services Manager looking to join a growing, technology-driven advisory firm where you can genuinely own and develop client relationships?

Our client is a privately owned advisory firm located in the heart of the CBD. Established in 2015 and led by three hands-on Partners, the firm provides tax, financial and wealth management advice to individuals, family group, and SME clients.
The firm have approximately 30 - 35 staff onshore and additional offshore support, the business has experienced consistent growth, including several recent acquisitions - most recently adding $1.2m in fees to the practice. As a result, there is a clear progression pathway available.

Operating from a brand-new, modern office space on George Street, this is a progressive and forward-thinking firm with strong systems, dynamic leadership, and a genuinely collaborative culture.

About the Role
Due to continued growth and recent acquisitions, an opportunity has arisen for a Business Services Manager to take ownership of a diverse and high-quality client portfolio while playing a key role in the firm's next stage of expansion

Some of the responsibilities include:

• Managing and strengthening client relationships across a diverse portfolio
• Providing tax advisory and structuring advice
• Reviewing compliance work including tax returns, financial statements, BAS and related reporting
• Acting as a trusted advisor and primary point of contact for clients
• Mentoring and supporting junior team members
• Assisting with integration of newly acquired client portfolios
• Contributing to firm-wide growth initiatives and process improvements

This is an opportunity for someone who wants to move beyond pure compliance and step into a commercially focused, relationship-driven leadership role.

Skills & Experience

• CA or CPA qualified
• Minimum 5+ years' experience in Business Services & Tax
• Strong advisory capability
• Proven ability to manage a client portfolio
• Experience mentoring and reviewing junior staff
• Comfortable working in a technology-focused environment

Culture & Benefits

This firm prides itself on having a collaborative, progressive and supportive culture with a young and dynamic team.

Benefits include:

• Work from home flexibility (2 days per week)
• Flexible working hours
• Performance-based bonuses
• Monthly in-house tax training sessions
• Ongoing internal development and mentoring
• Brand-new CBD office space
• Clear progression pathway aligned with firm growth
• Exposure to a diverse and high-quality client base
• With strong recent growth, continued acquisitions and ambitious leadership, this is an excellent opportunity to join a firm where your impact will be visible, and your career progression supported.
• Social events such as team lunches, Christmas Party, EOFY party, Melbourne Cup

How to Apply
Click APPLY now or contact Graham Shellshear at [email protected] / 0478 748 883 for a confidential discussion

#SCR-graham-shellshear