Hybrid Business Services Manager — AI-Driven Boutique Firm

Charterhouse Partnership; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Job summary

Charterhouse Partnership in Sydney is seeking an experienced Business Services Manager to lead a diverse client portfolio and mentor the team while collaborating with two Directors on complex advisory engagements.

The role offers exposure to tax advisory, business structuring, Virtual CFO, corporate finance and M&A, with AI-enabled technology shaping the workflow and a flexible hybrid work arrangement.

Qualifications

• Approximately 6+ years' experience within public practice accounting.
• Strong technical knowledge across business services and taxation.
• Proven experience managing client relationships and reviewing financial statements and tax returns.
• Experience mentoring and developing junior team members.
• A genuine interest in tax advisory, business structuring and developing broader commercial capabilities.
• Someone who enjoys working in a collaborative environment and is keen to embrace new technology and innovation.

Responsibilities

• Managing a diverse portfolio of privately owned businesses, family groups and high-net-worth individuals.
• Reviewing complex financial statements, tax returns and compliance engagements across companies, trusts, partnerships and individuals.
• Providing technical tax advice, tax planning and business structuring solutions.
• Identifying opportunities to deliver value-added advisory services to clients.
• Overseeing client relationships and acting as a key point of contact for complex accounting and tax matters.
• Mentoring and developing intermediate and senior accountants, reviewing work and supporting their technical development.
• Working closely with the Directors on complex advisory engagements, including Virtual CFO, corporate finance and M&A-related work.
• Leveraging AI-enabled technology and automation to improve efficiency and enhance service delivery.

Job description

Charterhouse Partnership in Sydney is seeking an experienced Business Services Manager to lead a diverse client portfolio and mentor the team while collaborating with two Directors on complex advisory engagements.

The role offers exposure to tax advisory, business structuring, Virtual CFO, corporate finance and M&A, with AI-enabled technology shaping the workflow and a flexible hybrid work arrangement.