BUSINESS SERVICES MANAGER | SYDNEY CBD | UP TO $155K PACKAGE
- Lead compliance delivery for a portfolio generating $800k–$1m+ in annual fees.
- Oversee and mentor offshore accountants in compliance preparation.
- Manage financial statements and tax returns for complex entities.
About
This progressive Sydney CBD accounting and advisory firm is experiencing significant growth, with approximately 55 staff across its Australian and offshore operations.
The firm specialises in high-net-worth individuals, wealthy families, private businesses and complex family groups, providing Business Services, Tax Advisory, Family Office, Estate Planning and Wealth Structuring services.
With a strong focus on technology and innovation, the business is investing in AI-driven automation and efficient compliance delivery, allowing senior professionals to focus on technical review, client relationships and higher-value work.
The culture is collaborative, transparent and high-performing, with approachable leadership, manageable workloads and genuine opportunities for career progression.
Position Overview
An opportunity is available for an experienced Business Services Manager to join the team in a compliance-focused leadership role, internally known as an Associate Adviser.
You'll oversee compliance delivery across a portfolio generating approximately $800k–$1m+ in annual fees, working closely with senior advisers and coordinating an offshore accounting team.
Typical responsibilities will include:
- Reviewing financial statements and income tax returns for companies, trusts, individuals and complex family groups
- Preparing complex financial statements and tax returns when required
- Managing BAS, tax compliance and ATO lodgement obligations
- Overseeing workflow, deadlines and quality across your client portfolio
- Reviewing and mentoring offshore accountants responsible for compliance preparation
- Coordinating client information and preparing compliance work ahead of advisory meetings
- Supporting senior advisers with accounting, taxation and client matters
- Maintaining accurate workpapers, records and workflow reporting
- Identifying opportunities to improve processes, efficiency and client service
Requirements
- Minimum 5 years of Australian public practice accounting experience
- CA or CPA qualified
- Tertiary qualification in Accounting
- Strong technical knowledge of Australian taxation legislation and accounting standards
- Experience reviewing financial statements and tax returns for complex entity groups
- Experience managing workflow, reviewing work and mentoring accountants
- Excellent communication, presentation and client relationship skills
- Ability to work collaboratively with offshore accounting teams
- Strong organisational skills and ability to meet deadlines
- Comfortable working in a fast-growing and evolving environment
- Experience with Xero, Xero Tax and FYI will be highly regarded
Benefits
- Salary package up to $155k, including superannuation
- 1 day WFH per week
- Flexible start and finish times
- Manage a substantial private client portfolio with offshore support
- Greater focus on technical review and compliance management rather than routine preparation
- Exposure to sophisticated high-net-worth clients and family groups
- Direct access to experienced senior advisers and leadership
- Investment in AI technology, automation and efficient workflows
- Collaborative culture with approachable leadership and minimal micromanagement
- Reasonable working hours with limited unnecessary overtime
- Ongoing technical training and professional development
- Clear progression pathway towards senior client advisory and leadership roles
- Join an expanding firm with strong long-term growth opportunities
If you are a motivated and ambitious individual looking to take the next step in your career, hit the apply button now for this exciting opportunity or call Luis Martinez on 0461 402 531
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