Assistant / Manager Business Services / CFO Advisory

About The Employer

A Sydney firm operating divisions spread across accounting, legal, insurance, finance and investments. They encourage a collaborative work environment with the ability for cross pollination of ideas between advice areas. As they continue to expand

Very much a team's driven environment, the business is dedicated to their clients and wish to ensure these clients receive the best results and service. All members of the team work together to provide the best outcomes for then clients and each other.

Much of the firm's success is driven from their ability to approach complexity with pragmatism, which stems from collaboration across advice areas. This is their point of difference which they intend on nurturing and progressing. They enjoy celebrating successes and enjoy working together to develop and continually improve their service offering.

The Position

We are seeking an experienced professional with strong tax expertise to support our growing

portfolio of clients, including rapidly scaling startups and international businesses with

Australian operations. This role Division blends high-level advisory tasks, CFO support, offering strategic

guidance on financial management, tax structuring, and business growth.  The team's current

fee base starts at $1,5m with significant opportunities for growth and expansion with your assistance

Key Responsibilities

Leadership & Client Advisory

• Provide strategic tax planning and structuring advice, including for high-growth and international companies.
• Engage with clients on business strategy, including software selection, financial structuring, and mentoring.
• Lead strategic client discussions.
• Oversee and review work completed by accountants and bookkeepers, ensuring quality and technical accuracy.
• Collaborate with the Production Managers to finalise jobs and develop technical skills within the team.

CFO Functions & Financial Strategy

• Oversee financial operations, including budgeting, forecasting, cash flow management, and  reporting.
• Develop and implement financial strategies to support business growth.
• Analyse financial data and provide actionable insights to inform business decisions.
• Manage relationships with external auditors and ensure compliance with accounting standards.
• Participate in fundraising activities by preparing financial models and assisting with investor presentations (if applicable).
• Handle some back-office accounting tasks based on a company's needs, such as accounts payable/receivable management.

R&D Tax Incentives & Business Growth

• Assist with R&D tax incentive applications and related advisory.
• Stay informed about industry trends and government funding opportunities relevant to startups and growing enterprises.

Business Intelligence Analytics

• Partner with business leaders to understand their needs and challenges.
• Collect, clean, and analyse data from multiple sources.
• Perform statistical analysis and identify trends in data.
• Develop reports and presentations to communicate findings.
• Translate data insights into actionable recommendations.
• Stay informed about the latest business intelligence tools and technologies.
• Develop and implement data visualisation dashboards.

To Apply

If you are interested in this position, please click apply.  If you would benefit from a confidential discussion before applying, please call Mark Davis on or or can be contacted by emailing 

Hamilton York is an independent Australian specialist financial recruitment practice. We are passionate about the talent we represent, partnering with Australia's most prestigious and ambitious companies.

If this position is not suitable, please call us on or or email  to discuss a range of other opportunities or for a general discussion and preparation for the next successful stage in your career