Business Services Manager

Atlas Partners | Accountancy & Finance Specialists; Melbourne; On-site; AUD 117,000 - 143,000; Full time

Benefits offered by this job

Salary up to $130,000 + super

Clear career progression

Wellbeing leave and parental leave

Ongoing leadership development

Social team events

Job summary

Atlas Partners | Accountancy & Finance Specialists in Melbourne seeks a Business Services Manager to lead a diverse client portfolio, oversee end-to-end engagement delivery and drive client outcomes. You will work closely with Partners and senior leadership, guiding a team on financial statements, taxation and planning.

The role emphasizes client management, team development, and delivery excellence, with opportunities for growth and contribution to firm-wide improvements.

Qualifications

• Minimum of six years' Business Services experience in a Chartered or CPA firm
• CA or CPA qualification with a tertiary accounting degree
• Strong technical knowledge across financial reporting, taxation and compliance
• Proven track record in client management and business development
• Experience reviewing work and coaching junior team members
• Strong organisational skills and ability to manage multiple deadlines

Responsibilities

• Manage a diverse client portfolio and oversee engagement delivery from start to finish
• Review financial statements, tax returns, workpapers and compliance work
• Advise clients on FBT, Division 7A, CGT, GST and tax planning
• Research complex accounting/tax matters and advise Directors
• Manage workflow, WIP, resourcing and competing priorities
• Coach, mentor and develop team members
• Build strong client relationships and identify opportunities for additional services
• Contribute to quality, risk management and continuous improvement across the firm

Skills

Client management

Business development

Coaching & mentoring

Time management

Taxation knowledge

Education

CA or CPA qualification

Degree in Accounting or related discipline

Tools

Xero

Payroll knowledge

Job description

About the company

Our client is a well established accounting and advisory practice based in Melbourne's inner eastern suburbs, with a long history in the market and clients across every state of Australia. The firm is executing an ambitious expansion strategy, growing both organically and through acquisition, with a clear vision to become one of Australia's most trusted SME professional services firms. Quality, accountability and genuine dedication to client success sit at the heart of how they operate.

The role

As Business Services Manager, you'll take ownership of a diverse portfolio of operating businesses, high net worth individuals and family groups, working closely with the Partners and senior leadership. This is a role with real responsibility for clients, technical outcomes and people.

Key responsibilities

• Managing a diverse client portfolio and overseeing engagement delivery from start to finish


• Reviewing financial statements, income tax returns, workpapers and compliance work prepared by the team


• Advising clients across FBT, Division 7A, CGT, GST and tax planning


• Researching complex accounting and taxation matters and making recommendations to the Directors


• Managing workflow, WIP, resourcing and competing priorities across the portfolio


• Coaching, mentoring and developing team members through feedback and on the job guidance


• Building strong client relationships and identifying opportunities for additional services


• Contributing to quality, risk management and continuous improvement across the firm

About you

You're an experienced Business Services professional ready to step into genuine client and team leadership. You'll bring:

• A minimum of six years' Business Services experience within a Chartered or CPA accounting firm


• CA or CPA qualification, with a tertiary degree in Accounting or a related discipline


• Strong technical knowledge across financial reporting, taxation and compliance, including preparing and reviewing annual financial statements and tax returns


• A proven track record in client management and business development, with practical, commercially focused advice


• Demonstrated experience reviewing work and coaching junior team members


• Strong organisational skills and the ability to manage competing deadlines


• Xero and payroll knowledge or certification

What's on offer

• Salary up to $130,000 + super


• Clear career progression within a fast growing firm


• Additional wellbeing leave and generous parental leave


• Ongoing technical, commercial and leadership development


• A supportive, social culture with regular team events