Business Services Client Manager – North Shore

About the role

This hands‑on leadership position is based at our North Shore office and combines high‑value advisory work with client portfolio management and team development. You will own a well‑established portfolio of SME and family‑business clients, delivering strategic advice, compliance and growth solutions.

Key responsibilities

• Manage and grow a portfolio of SME and family‑group clients.
• Diagnose business challenges and design practical, structured solutions.
• Build and implement ownership, tax and operational structures to support long‑term client goals.
• Provide business advisory services such as Virtual CFO, management reporting, business valuations and tax restructuring.
• Monitor lodgment obligations and proactively address compliance matters.
• Advise on complex tax issues including Div 7A, S100A, GST and ATO audits.
• Review and lodge financial statements, income tax returns and GST obligations for individuals, companies, trusts, partnerships and SMSFs.
• Liaise directly with clients and government agencies on behalf of the firm.
• Lead, mentor and develop junior and intermediate staff.

Required profile

• CA, CPA or IPA qualified.
• Minimum 6 years of local business services and tax experience.
• Proven experience managing a client fee portfolio.
• Demonstrated ability to lead and mentor staff.
• Strong written and verbal communication skills with confidence to own senior client relationships.

Required skills

• Tax compliance (Div 7A, S100A, GST, ATO audits).
• Financial reporting and statement preparation.
• Business valuation.
• Management reporting.
• Tax restructuring.

What we offer

• Competitive salary package with quarterly and annual bonuses.
• Genuine advisory focus – Virtual CFO, valuations, restructuring and audit engagements.
• Full CA/CPA technical support and hands‑on training.
• Bi‑monthly external training and off‑site development programs.
• Progressive technology environment with modern systems.
• Clear pathway to senior leadership within a performance‑driven firm.