Manager - Business Services & Advisory (Accounting)

FMA Partners

Sydney

Sur place

AUD 150 000 - 190 000

Plein temps

Il y a 2 jours
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Résumé du poste

FMA Partners in Sydney is seeking an experienced Business Services Manager to lead a diverse client portfolio of private businesses and family groups. You will deliver timely business and tax advice, manage client expectations, and oversee monthly reports and statutory statements.

You will mentor junior staff, coordinate workflow to ensure quality outcomes, and contribute to continuous improvement. The role can be based in Sydney CBD or Cronulla and offers clear progression and ongoing technical

Qualifications

  • CA or CPA qualified with a degree in Commerce, Business or equivalent and six or more years in a professional services accounting firm.
  • Experience in tax advisory or financial reporting (AASB) is highly favoured.
  • Strong communication, relationship management and mentoring skills.

Responsabilités

  • Manage an allocated portfolio of private business clients, business owners and family groups, acting as the primary contact and building trusted relationships.
  • Deliver timely business and tax advice, ensuring clients feel supported and well looked after.
  • Lead due diligence engagements, budgeting, forecasting and structuring transactional advice.
  • Oversee monthly management reports, CFO board packs and annual statutory financial statements.
  • Mentor and develop junior team members and coordinate workflow to meet deadlines.

Connaissances

Client relationships
Communication
Advisory services
Mentorship

Formation

CA or CPA qualified
Commerce/Business degree

Description du poste

FMA Partners has been supporting clients for over 45 years, giving our people the confidence that comes with being part of a well-established and stable firm. Today, we are led by a dynamic, hands-on leadership team with a clear strategic vision and committed to continuously evolving the business. It is this combination of strong foundations, energy and modern thinking that gives our team security and genuine opportunities to progress.

We've invested in building a strong, collaborative team culture, bringing together people with diverse skill sets who want to do meaningful work and grow in their careers. At the same time, we're embracing cutting-edge technology to build systems that streamline how we operate and elevate the way we deliver value to clients. We work with large private groups, Australian businesses, entrepreneur-led companies, and high net worth family groups with complex investment structures with turnovers up to $200m. The result is a stable, established firm with the energy, ambition and direction of a business that is going somewhere.

With this strategy in place, the firm is experiencing strong and sustained growth. As a result, we are looking for an experienced Business Services Manager in either our Sydney CBD or Cronulla office to take ownership of a diverse client portfolio and play a key role in leading and shaping how we deliver our services.

About the Role
  • Manage an allocated portfolio of private business clients, business owners and family groups, acting as the primary point of contact and building strong, trusted relationships.
  • Proactively identify client needs and deliver timely, practical business and tax advice, ensuring clients feel supported, valued and well looked after.
  • Manage client expectations, scope, deliverables and timelines to ensure consistent service quality and strong commercial outcomes.
  • Preparation and oversight of monthly management reports, CFO board packs, and annual statutory financial statements.
  • Leading due diligence engagements, budgeting and forecasting, and structuring transactional advice e.g. buying and selling businesses with the guidance of Partners
  • Deliver end-to-end tax compliance and advisory services across income tax, BAS and FBT with a strong focus on accuracy and quality.
  • Interpret and apply tax and commercial legislation to client circumstances, translating technical issues into clear and practical outcomes.
  • Exposure to the full breadth of business services, working holistically rather than within a narrow specialty
  • Mentor and develop junior team members through review, coaching and knowledge sharing.
  • Coordinate workflow and job management to meet deadlines, manage competing priorities and maintain consistent quality standards.
  • Contribute ideas and drive continuous improvement in how Business Services work is delivered.
About You
  • Commercially astute communicator who can clearly explain complex matters to clients, team members and Partners
  • Confident manager of client relationships and engagements, with sound judgement around risk, scope and commercial outcomes
  • Strong professional services experience delivering business services and advisory
  • Experienced reviewer and mentor who contributes positively to team capability, collaboration and firm initiatives
  • CA or CPA qualified with a degree in Commerce, Business or equivalent, and six or more years of experience in a professional services accounting firm
  • Experience in tax advisory or financial reporting (under AASB) will be highly favoured!
  • A curious mindset and a genuine hunger to learn, combined with a desire to build their knowledge and understanding to deliver better outcomes for clients.

This role can be based in either our Sydney CBD or Cronulla office based on your preference.

Why Join Us?
  • Exposure to more complex work and a clear pathway to grow your technical, advisory and client management skills
  • Ongoing learning and development, including monthly in-person technical tax training with external facilitators, in-house training from our whole team, mentorship from Partners and Senior Leadership, and technology, AI and soft skills training to help you build well rounded advisory capability and confidence in client interactions
  • Trust and autonomy in your day-to-day work, backed by support and guidance when matters become complex
  • Genuine access to supportive Partners and Managers who provide direction, context and constructive feedback
  • Meaningful and engaging work with visible client impact and genuine recognition for your contribution
  • A genuine focus on team culture and connection, with recognition of achievements, regular Vibe and Thrive social activities, and offsite retreats that bring the team together
  • A respectful and supportive team environment where open communication is encouraged, good work is recognised, and people feel supported and heard
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