Business Services Portfolio Lead

4 days ago


Melbourne, Victoria, Australia beBeeLeadership Full time $135,000 - $150,000
Job Overview:

We are seeking an experienced Business Services Portfolio Lead to join our growing team in Melbourne.

About the Role:

The successful candidate will have a strong track record of managing compliance work across trusts, companies and self-managed super funds. They will lead advisory briefs including structuring, valuations and cash flow, while reviewing work and mentoring staff at all levels.

Key Responsibilities:
  • Manage a portfolio of clients with diverse business needs
  • Lead teams to deliver high-quality advisory services
  • Mentor junior staff members to enhance their skills and expertise
  • Built strong relationships with clients to drive strategic conversations and growth
  • Participate in internal training and improvement initiatives to enhance firm capabilities
Requirements:
  • 5-8+ years of experience in business services or tax
  • Strong leadership and team management skills
  • A commercial lens with a desire to grow into senior roles

This mid-tier firm offers full support from directors and partners while giving you ownership of delivery. You'll work on technical reviews, team leadership and high-level client strategy.



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