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Business Services Manager

2 months ago


Melbourne, Victoria, Australia Charter Diligence Pty Ltd Full time
About Charter Diligence Pty Ltd

We are a leading provider of comprehensive business services, recognized for our expertise in advising clients from diverse industries and backgrounds. Our holistic approach covers all aspects of our clients' businesses, investments, family, and personal lives, setting us apart from other firms.

About The Role

We are seeking a highly skilled and experienced Business Services Manager or Senior Accounting Professional to join our successful and vibrant team. The ideal candidate will have a strong commitment to client focus and delivering high-quality service, with exceptional verbal and written communication skills.

Key Responsibilities:
  • Engage confidently with various organisational levels, tailoring communication to influence and meet the diverse needs of target audiences.
  • Facilitate team development and address inappropriate behaviours by actively seeking feedback to improve performance and enforce conduct standards.
  • Deliver timely and valuable services to clients, nurturing relationships to become a trusted advisor and proactively fulfilling their needs to enhance value.
  • Analyse and evaluate client problems from multiple perspectives, offering logical and feasible solutions while thoroughly assessing client requests.
  • Implement risk management strategies promptly, encourage an open culture for raising issues, and ensure the swift resolution of concerns.
  • Drive projects to completion within budget and timelines, maintaining a focus on results by adapting strategies to meet unique client requirements and managing shifting priorities.
  • Expand professional networks through active participation in industry events, identify new client opportunities, and support Partners in various advisory capacities.
  • Manage and oversee a designated client portfolio, ensuring accuracy in financial documentation and compliance for diverse entities while mentoring and delegating team responsibilities.
  • Perform tax planning for clients and provide valuable advice to clients including high net worth individuals, family groups, trusts, partnerships, SMEs, multinational companies, and special purpose entities up to $1 billion in turnover.
  • Supervise junior staff on relevant works and provide tax planning and tax advisory works to clients.
Requirements:
  • Assistant Manager: 5+ years of experience in business services, led a team, provided advisory works.
  • Manager: 6-7 years of experience in business services, led a team, managed client portfolio, reviewed team members' works, provided advisory works.
  • Completed CA/CPA qualification.
  • A strong commitment to client focus and delivering high-quality service.
  • Exceptional verbal and written communication skills.
  • The ability to establish professional relationships with both internal staff and external clients.
  • Demonstrated analytical and problem-solving abilities.
  • Effective multitasking skills to manage individual and team workflow efficiently.
  • Self-motivated individuals who take responsibility for personal and professional development.
  • Team players who are committed to supporting their colleagues.
  • Exceptional attention to detail.
  • A proactive approach to tasks and challenges.
  • PR and Citizen preferred.
About The Benefits

We offer a range of benefits to support our employees' personal and professional growth, including:

  • Flexible hybrid working arrangement - work from home available.
  • Supportive culture, experienced ex-Big4 partner and great leadership.
  • CA/CPA/Master of Tax study supports with 2 days study leaves per semester + fully reimbursed membership fees.
  • 5-10% discretionary bonus on annual review.
  • Extra paid leaves to support wellbeing.
  • Discounted corporate gym membership, cinema tickets, food and drinks, and more.