Path to Partnership: Lead SMB Tax & Advisory

PAL Accounting & Advisory; Geelong; Hybrid; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Direct path to partnership

Leadership mentorship

Work with SME owners

Diverse SME portfolio

Hybrid and flexible options

6 weeks annual leave

Annual performance bonus

Development budget

Relocation support

Surfcoast lifestyle

Job summary

PAL Accounting & Advisory in Geelong is seeking a Senior Manager or Manager to own a diverse SME portfolio, lead a small team and work closely with the Director. You’ll have a seat at the leadership table, real autonomy and a clear path to partnership.

The role offers a hybrid and flexible working arrangement, 6 weeks annual leave, a performance-based bonus, and a $2K development budget. You’ll coach 1–2 accountants, mentor the next PAL leaders and help drive growth across tax, advisory and

Qualifications

• CA or CPA qualified or near completion.
• Approximately 7+ years in Australian public practice.
• Strong business services and tax experience across complex SME groups.
• Experience managing client relationships, portfolios and workflow.
• At least 2 years leading, coaching or managing accountants.
• Strong technical judgement across tax planning, structures, CGT, Division 7A and complex group matters.
• Based in Australia with full working rights.

Responsibilities

• Own a significant SME client portfolio.
• Advise across tax planning, structures, CGT, Division 7A, estate planning and advisory.
• Stay across WIP, billing, write-offs, capacity and opportunities to add value.
• Be the go-to 'rock' for clients.
• Own and coach a small team of accountants (1-2 direct reports within 12 months).
• Delegate well, hold the standard, keep workflow moving and on point.
• Give clear feedback and help people step up.
• Work alongside our Director, step up when needed.
• Have a say in how PAL operates, grows and improves.
• Bring ideas, make good calls and help turn them into action.

Skills

Client relationship management

Leadership & coaching

Tax planning & advisory

Portfolio management

Billing & WIP management

Australian working rights

People management

Education

CA or CPA qualified

Job description

PAL Accounting & Advisory in Geelong is seeking a Senior Manager or Manager to own a diverse SME portfolio, lead a small team and work closely with the Director. You’ll have a seat at the leadership table, real autonomy and a clear path to partnership.

The role offers a hybrid and flexible working arrangement, 6 weeks annual leave, a performance-based bonus, and a $2K development budget. You’ll coach 1–2 accountants, mentor the next PAL leaders and help drive growth across tax, advisory and