
Tax & Business Advisory Manager
2 weeks ago
About the Firm : Our client is a well-established boutique accounting and wealth advisory firm based in Brisbane.
Known for their client-centric approach and high-calibre clientele, they provide tailored tax, compliance, and business advisory services.
With a strong focus on quality, innovation, and long-term relationships, they are offering a unique opportunity for an ambitious professional to step into a key leadership role.
The Role : As the Tax & Business Advisory Manager , you will take ownership of a $500 K fee base comprising high-net-worth individuals and SMEs.
This role offers a mix of hands-on compliance work alongside strategic advisory services to drive business success for your clients.
Key responsibilities include : Manage and grow a portfolio of HNW individuals and SME clients.
Deliver high-quality tax compliance, business advisory, and strategic planning solutions.
Provide leadership and mentorship, with future opportunities to expand and manage a team.
Work closely with the firm's partners to drive business growth and client success.
Streamline internal processes and ensure exceptional client service delivery.
Support and collaborate with an administration all-rounder to enhance efficiency.
Manage SMSF (Self-Managed Superannuation Fund) compliance and advisory work.
What's on Offer? Pathway to Partnership : A clear 12–18-month transition plan.
Autonomy & Leadership : Take control of an established fee base and have the opportunity to build and shape your own team.
Premium Clientele : Work with a sophisticated client base requiring high-level strategic advice.
Supportive Environment : Join a forward-thinking, close-knit team that values expertise, innovation, and work-life balance.
About You : To be successful in this role, you will have : A registered Tax Agent's License or ability to attain one in the next 12 months CA / CPA qualification with extensive experience in tax compliance and business advisory.
A proven track record of managing a diverse client base, ideally including HNW individuals and SMEs.
Experience with SMSF compliance and advisory would be highly regarded.
A proactive, strategic mindset with a focus on delivering value-driven advisory services.
Excellent communication and relationship management skills.
How to Apply : Click on APPLY and attach your resume.
Alternatively, contact Richard Erikson (Director) for a confidential discussion : 311 804 in / richard-erikson-b4925637 / For a full list of similar vacancies, visit : jobs J-18808-Ljbffr #J-18808-Ljbffr
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