Manager - Private Client Advisor
5 days ago
Join a leading private wealth firm as a Manager in Melbourne. Permanent, full-time role with hybrid work, leading a team, managing a portfolio of clients, and providing strategic business and wealth advisory.
About the Role:
As a Manager, you will provide leadership to a small team while managing a portfolio of clients. You'll deliver client-focused solutions, advise on business planning, tax, structuring, compliance, profit improvement, and wealth planning, and work closely with senior leadership on complex matters. This role suits an experienced accountant who enjoys mentoring staff and contributing to the success of the wider team.
Key Responsibilities:
- Lead, mentor, and develop a small team
- Manage client relationships with a commercial mindset
- Ensure quality assurance across work delivered
- Advise on business planning, tax, structuring, compliance, and wealth strategies
- Support firm-wide initiatives and internal working groups
Key Skills / Knowledge:
- Strong technical accounting and tax knowledge
- Commercial mindset with strategic advisory capability
- Proven people management and leadership experience
- Strong client relationship management skills
- Excellent communication and organisational skills
Qualifications & Experience:
- Bachelor's degree in Accounting, Commerce, Finance, or related field
- CA or CPA qualified
- 6+ years' accounting experience with people management background
- Experience advising business owners across compliance and consulting services
Benefits:
- Hybrid working environment (office + work-from-home)
- Up to 6 weeks' annual leave
- Flexible work-from-anywhere option
- Structured career growth and professional development
- Study support and ongoing training
- Commitment to diversity, inclusion, and community engagement
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