Business Services Manager

Wilson Pateras Sydney Pty Ltd; Sydney; On-site; AUD 140,000 - 190,000; Full time

Job summary

Wilson Pateras Sydney Pty Ltd, a long‑standing public practice in the Sydney CBD, seeks a Business Services Manager to lead the Business Services Team and deliver accounting, tax and audit services to a diverse client base.

You will manage client relationships, coordinate workflow, and drive process improvements while maintaining high technical standards and compliance across engagements.

Qualifications

• Minimum 10+ years’ experience in accounting.
• Strong financial reporting, analysis and budgeting skills.
• Experience in preparing and analysing financial statements.
• Excellent knowledge of accounting principles and standards.
• CPA or CA certification.
• Proficiency in accounting software.
• Excellent communication and interpersonal abilities.

Responsibilities

• Manage and co-ordinate the Business Services Team and deliver accounting services to allocated clients.
• Oversee client meetings, tax planning and advisory discussions.
• Identify client and firm opportunities; drive efficiency in engagement workflows.
• Provide technical review of client work and maintain up‑to‑date taxation knowledge.

Skills

Financial reporting

Financial analysis

Budget management

Client communication

Organizational skills

Attention to detail

Interpersonal abilities

Public practice accounting

Education

Bachelor's degree in Accounting or Finance

CPA or CA certification

Tools

Xero Practice Manager

Xero Tax

FYI Docs

Microsoft SharePoint

Workflow and Billing Spreadsheet

Job description

Wilson Pateras Sydney Pty Ltd – Sydney CBD NSW

Wilson Pateras is a multidisciplinary public practice firm providing expertise across accounting and tax, financial services and finance broking to personal, business and wealth clients.

Our Sydney CBD practice has more than 50 years' experience delivering practical accounting, tax and audit services to a broad and diverse client base.

We are seeking an experienced Business Services Manager to join our Sydney CBD team.

About Wilson Pateras

Wilson Pateras is a multidisciplinary public practice firm providing expertise across accounting and tax, financial services and finance broking to personal, business and wealth clients.

Our Sydney CBD practice has more than 50 years' experience delivering practical accounting, tax and audit services to a broad and diverse client base.

We are seeking an experienced Business Services Manager to join our Sydney CBD team.

About the Role

The purpose of the role of Business Services Manager is to manage and co-ordinate the Business Services Team and deliver accounting services to your allocated Business Services clients.

Core to the position are the following tools.

- Workflow and Billing Spreadsheet

- Xero Practice Manager

- Xero Tax

- FYI Docs

- Microsoft SharePoint

Key responsibilities include:

• Responsibility 1 – Management of the behaviors and tasks of your allocated accountants

  • The direct reporting function for team accounts is to their team Manager/Senior Manager. This reporting deals with Client related matters.

  How is this responsibility conducted?

  • Weekly workflow Meeting held each Thursday and conducted under the standard Agenda.

  • Daily liaising to ensure that there are no issues that could prevent the accountant from undertaking their role.

• Responsibility 2 – Client Point of Contact

  • Client Meetings (Tax Planning Meeting, and other agreed meetings regarding consulting activities).

  • Phone calls regarding on-going advice and compliance queries.

  • Emails largely relating to administration of the client compliance and some written advice.

  How is this responsibility conducted?

  • Using tools available including:

  • Meeting bookings

  • Telephone

  • Emails (Outlook)

• Responsibility 3 – Identification of both Client and Firm Opportunities

  • Review of client files and engage clients for areas of value add to the client.

  • Efficiency improvements in compliance process of engagement and work completion, including but not limited to:

  • Engagement Letters

  • Client workpapers

  • Source Document Collation

  • Software Use

  How is this responsibility conducted?

  • File reviews

  • Monthly Meetings or as needed with Directors regarding Manager Role and Improvements

• Responsibility 4 – Technical Review of Client Work and Personal Technical Competency

  • Review client Review of client files in relation to technical correctness of the work

  • Ensure your personal skills are up to date in terms of technical competency

  • Have a broad understanding of tax laws that relate to small business.

About You

To be successful in this role, you will ideally have:

• Minimum 10+ years’ experience in accounting

• High level of Financial Reporting, Financial Analysis, and Budget Management skills

• Experience in preparing and analyzing financial statements

• Strong knowledge of accounting principles and standards

• CPA or CA certification

• Proficiency in accounting software

• Strong attention to detail and organizational skills

• Adherence to budgets and awareness of timelines.

• Excellent communication and interpersonal abilities

• Bachelor's degree in Accounting, Finance, or related field

Why Join Wilson Pateras?

This is an opportunity to join an established and growing professional services firm, work with a diverse client base and continue developing your technical and client-facing experience within a supportive team environment.

If you are an experienced public practice accountant looking to take the next step in your career, we would like to hear from you.