Business Services Manager

Commercial Associates Accountants And Advisors; Sydney; On-site; AUD 140,000 - 200,000; Full time

Benefits offered by this job

Work-from-home flexibility on success

Job summary

Commercial Associates Accountants and Advisors in Parramatta, NSW, seeks a Business Services Manager to lead a portfolio of ~AU$1 million in fees across business services, audit and advisory. You will report to the Director and supervise a Supervisor and two juniors, driving workflow, client relationships and service delivery.

CA/CPA or equivalent and Australian tax/accounting standards are required; you will mentor staff, develop advisory services and contribute to growth.

Qualifications

• CA, CPA or equivalent qualification with a strong grounding in Australian tax legislation and accounting standards.
• Experience as an existing Manager or a high-performing Senior/Supervisor in Australian public practice.
• Proven ability to independently manage a client portfolio and lead a small team.
• Proficient with APS, Xero and MYOB; familiarity with Caseware is a plus.
• Strong communication, mentoring and client relationship skills.

Responsibilities

• Independently manage a portfolio of ~AU$1 million in fees across SMEs, trusts and high-net-worth individuals.
• Act as primary contact and trusted adviser for clients, building long-term relationships.
• Review or prepare financial statements, tax returns, BAS/IAS, FBT for various entities.
• Deliver proactive advisory work, tax planning, structuring and cash flow forecasting.
• Manage workflow, WIP and billing across the team and report to the Director.
• Mentor a Supervisor and two juniors to develop technical and professional skills.
• Identify opportunities to add value and support firm growth through technology.

Skills

Client relationship management

Leadership

Tax advisory

Communication

Organisation

Education

CA, CPA or equivalent qualification

Tools

APS

Xero

MYOB

Caseware

Job description

Commercial Associates Accountants and Advisors – Parramatta NSW

Candidates are required to provide evidence of their permanent right to work (full-time) within Australia.

Business Services Manager

Are you an experienced Manager in public practice ready for your own portfolio, your own team, and a genuine opportunity for advancement?

Opportunity for advancement

Excellent salary package

Nationally recognised Top 50 firm

Lead your own client portfolio and team

Work-from-home flexibility on successful completion of probation

CAAA is a nationally recognised Top 50 firm with international affiliations and a clear path for national expansion. We offer a full suite of professional services including wealth, corporate advisory, business development, strategic tax, audit, and accounting with a strong focus on long-term relationships and technical excellence.

Why Join Us?

Opportunity for advancement - this role is built for advancement, with a clear opportunity for promotion in the medium term for the right performer

Own your portfolio - independently manage a client portfolio of approximately $1 million in business services, audit and advisory fees

Lead your own team - guide and develop a Supervisor and two juniors, with the autonomy to run your engagements your way

Flexibility - work-from-home options and a supportive, down-to-earth team culture

Reputation & stability - join a well-established firm with a broad range of quality clients and a solid foundation for long-term success

About the Role

As Business Services Manager, you will independently manage a portfolio of approximately $1 million in business services, audit and advisory fees, supported by a Supervisor and two junior staff. Reporting to the Director and Associate Director, you will take full ownership of workflow, client relationships and team performance while building the technical and leadership credentials that lead to equity.

Your responsibilities will include:

• Independently managing a portfolio of approximately $1 million in business services, audit and advisory fees across a diverse base of SMEs, family groups, trusts and high-net-worth individuals
• Acting as the primary point of contact and trusted adviser for your clients, building strong, long-term relationships
• Reviewing (and, where needed, preparing) financial statements, income tax returns, BAS/IAS, FBT and related compliance for companies, trusts, partnerships, SMSFs and individuals ensuring accuracy and adherence to Australian accounting and taxation standards
• Delivering proactive advisory work, tax planning, entity structuring and restructuring, Division 7A, cash flow forecasting, budgeting, benchmarking and management reporting that helps clients improve performance and make better decisions
• Ensuring all assignments are completed accurately, on time, and in line with the firm's standards, and managing risk and re-prioritising where work is falling behind schedule
• Identifying and resolving technical issues as they arise, and knowing when to elevate to the Director
• Managing workflow, resourcing, WIP, billing and invoicing across your team, and reporting outcomes and issues to the Director
• Acting as a leader and coach, mentoring your Supervisor and two juniors, building their technical and professional skills, and helping every member manage their workload and meet targets
• Spotting opportunities to add value for existing clients and supporting the firm's growth, efficiency and continuous improvement, including the smart use of technology

What You Bring

• CA, CPA or equivalent qualification, with a strong grounding in Australian tax legislation and accounting standards
• Experience as an existing Manager or a high-performing Senior/Supervisor ready to step up within an Australian public practice
• A track record of independently managing a client portfolio and leading, reviewing and developing a team
• Solid technical experience across business services compliance for companies, trusts, partnerships, SMSFs and individuals
• Genuine advisory capability - comfortable with tax planning, structuring and helping clients with the "bigger picture" beyond compliance
• Confident, clear communication skills for building client relationships and leading a team (essential)
• Proficiency with practice software such as APS, Xero and MYOB
• Strong organisation and the ability to juggle multiple deadlines, WIP and client expectations
• Audit experience desirable with an understanding of Caseware , but not essential
• The drive and ambition to progress further

Ready to take the next step?

If you're an ambitious Manager looking for the portfolio, the team, and the pathway to make your next move, we'd love to hear from you.

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Business Services Manager Parramatta, NSW, AU