Business & Tax Advisory Manager

W3Global; Greater Shepparton; On-site; AUD 120,000 - 170,000; Full time

Job summary

W3Global in Shepparton, VIC, seeks a Business & Tax Advisory Manager for a full-time, on-site role. You will lead a portfolio of business and taxation clients and provide strategic advisory services while overseeing compliance across entities.

The role requires mentoring and coordinating the team, building client relationships, and delivering services to high professional standards within a modern accounting environment.

Qualifications

• Strong knowledge of business taxation, compliance, and advisory services.
• Experience reviewing financial statements and tax returns for various entities.
• Familiarity with CA/CPA qualifications and Australian tax rules.
• Ability to mentor staff and lead a team.
• Proficiency with accounting and practice management software.

Responsibilities

• Manage a portfolio of business and taxation clients.
• Provide strategic advisory services and oversee compliance.
• Review complex tax returns and financial statements.
• Lead budgeting, cash flow, and growth strategies for clients.
• Mentor team members and coordinate workflow.
• Build strong client relationships and identify value-added services.

Skills

Tax advisory

Tax compliance

Financial statements

Client relations

Leadership

Budgeting

Cash flow management

Education

Accounting degree

CA/CPA qualification

Tools

Accounting software

Practice management software

Job description

Role Description

The Business & Tax Advisory Manager is a full-time, on-site role based in Shepparton, VIC. This role is responsible for managing a portfolio of business and taxation clients, providing strategic advisory services, and overseeing compliance across a range of entity types. Day-to-day tasks include reviewing complex tax returns and financial statements, advising on business structures and tax planning opportunities, and supporting clients with budgeting, cash flow, and growth strategies. The manager will lead and mentor team members, coordinate workflow, and ensure that advisory engagements are delivered on time and to a high professional standard. The role also involves building strong client relationships, identifying value-added services, and contributing to the ongoing improvement of internal processes and service offerings.

Qualifications

Strong technical expertise in business taxation, compliance, and advisory, including preparation and review of financial statements and tax returns for individuals, companies, trusts, and SMSFs.

Experience in business advisory services such as tax planning, budgeting, cash flow management, and structuring for small to medium enterprises and agribusiness clients.

Proficiency with accounting and practice management software, and comfort working in a technology-enabled, modern accounting environment.

Proven ability to manage client relationships, communicate clearly with stakeholders, and deliver tailored advice that aligns with clients' commercial goals.

Demonstrated leadership skills, including mentoring and developing team members, managing workloads, and contributing to a collaborative, high-performance culture.

Relevant tertiary qualifications in Accounting, Finance, or Commerce; CA or CPA qualification (or equivalent) strongly preferred.

Up-to-date knowledge of Australian taxation legislation, regulatory requirements, and professional standards.

Strong analytical, problem-solving, and organizational skills, with attention to detail and the ability to work to deadlines.

Previous experience in a public practice accounting firm or similar advisory environment is highly beneficial.