• Growing mid-sized practice

• WFH/flexible working policy in place

• Technologically-advanced, cloud and paperless environment 

• Opportunity for Partnership pathway

• Additional annual leave and quarterly team bonding days

Client
My client is a well-established and growing Chartered Accounting firm in Parramatta, seeking their next Business Services & Advisory Manager in a newly created team. With over 30 years in the market, they’ve built a reputation for excellence, innovation and lasting client partnerships. Specialising in Business Services, Tax and Wealth Management, the firm is known for delivering tailored, forward-thinking financial solutions that have seen their client base grow year on year.

Role
Reporting to the Partner, you will manage and work directly with a diverse portfolio of SMEs with turnovers up to $50M, HNWIs, SMSFs, investment entities and large family groups - approximate fee base of $1M. You will also lead and mentor a team of 4.

Your responsibilities will include:

• Taking ownership of client relationships and developing both existing and new partnerships

• Preparing and reviewing income tax returns and financial statements

• Providing tax structuring and advisory support

• Assessing Div7A implications, reviewing company accounts and preparing loan repayment schedules

• Preparing tax projections and delivering year-end tax planning strategies

• Developing corporate structures and identifying restructuring opportunities and implementation pathways

• Managing team workflow and ensuring efficient delivery

• Preparing billing, monitoring budgets and ensuring profitability

• Coaching, mentoring and supervising junior team members

• Building strong client relationships and identifying opportunities for business development

Skills and experience (ideal):

• Experience working in an Assistant Manager or Manager capacity in public practice

• CA or CPA qualified

• Ability to manage daily workflow and meet deadlines

• Be technically proficient and up to date with accounting and tax developments.

• Able to competently review client work and be able to identify issues and opportunities to value add

• Have previous exposure to and have developed good working relationships with clients and staff

• Strong understanding of accounting standards, tax laws and regulations ensure compliance and provide strategic guidance to clients.

This employer will offer you countless pathways to your develop your skills along with unrivalled growth potential. To discuss this role further in the strictest confidence, contact Daniel Van on 02 8296 5888 alternatively at email your CV to dvan@hartrec.com.au