Senior Business Advisory Manager for HNWI & Private Clients

Mane Consulting; Sydney; Sur place; AUD 120 000 - 180 000; Plein temps

Résumé du poste

Mane in Sydney's CBD seeks an experienced client portfolio manager to lead a mix of High Net Worth individuals and large private businesses. You will work with a high-performing team, providing technical tax advice and adding value to client portfolios.

Collaborate with senior management on client and corporate strategies, develop and lead a small team, and foster long-term relationships to grow the firm’s advisory practice.

Qualifications

• Experience in a similar manager or supervisory role.
• CA or CPA qualification (or equivalent).
• Masters of Tax is desirable.
• Experience managing a portfolio of HNWI and SME clients.
• Strong interpersonal and communication skills.
• Ability to identify opportunities for clients and the business.
• Experience supervising and mentoring junior team members.

Responsabilités

• Manage and lead a client portfolio including HNWI and private businesses.
• Provide technical tax advice and add value to clients.
• Collaborate with senior management on client and corporate strategies.
• Develop and lead a small team of junior members.
• Foster key client relationships to grow the business.

Connaissances

Portfolio management

Leadership

Tax advisory

Client relationship management

Formation

CA or CPA qualification

Masters of Tax (desirable)

Description du poste

Mane in Sydney's CBD seeks an experienced client portfolio manager to lead a mix of High Net Worth individuals and large private businesses. You will work with a high-performing team, providing technical tax advice and adding value to client portfolios.

Collaborate with senior management on client and corporate strategies, develop and lead a small team, and foster long-term relationships to grow the firm’s advisory practice.