Private Business Services Manager – Chartered Accountants

23 hours ago

Sydney, New South Wales, Australia Private Advertiser Full time $120,000 - $180,000 per year

Located within minutes of Wynyard Station, our firm (established in 1956) is a leading Chartered Accountants and Corporate Advisors practice. We provide accounting and taxation, audit, financial planning and SMSF services to a diverse client base. We are seeking a Private Business Services Manager to lead and manage a portfolio of SME and private clients.

Qualifications & Experience

  • CA/CPA qualified (or equivalent) with at least 7+ years' experience in business services and taxation within a professional practice.
  • Strong technical knowledge across accounting standards and taxation matters.
  • Proven ability to manage client relationships and deliver timely, practical advice to private businesses, family groups and high-net-worth individuals.
  • Experience in delegating, managing and reviewing the work of assisting staff.
  • Excellent written and verbal communication skills.
  • Proficiency with MYOB AE, Xero, and other cloud accounting software.
  • Strong organisational skills and ability to manage competing deadlines.

Key Duties & Responsibilities

  • Manage a portfolio of private business and family group clients across a range of industries.
  • Review and finalise financial statements, income tax returns, BAS, FBT, and other compliance obligations.
  • Provide planning and advisory services required.
  • Assist with practice development including client proposals and advisory projects.
  • Build strong client relationships and act as the key contact point for day-to-day queries.
  • Identify opportunities to add value to clients through proactive tax and business advice.
  • Ensure quality control and compliance with professional and firm standards.

The Offer

  • Attractive remuneration package commensurate with experience.
  • A clear pathway to career progression within a well-established, supportive firm.
  • Exposure to a broad range of clients, from SMEs to high-net-worth families.
  • Opportunity to work with directors in delivering holistic services (including accounting, tax, audit, financial planning and SMSF).

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