Senior Manager - Business Advisory Services

Mane Consulting; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Mane Consulting in Sydney is seeking an experienced client portfolio manager to lead and grow relationships with High Net Worth Individuals and private businesses. You will collaborate with a high-performing team and provide hands-on advisory, shaping client strategies and value creation.

The role emphasizes senior stakeholder engagement, opportunities discovery, and guiding junior staff while enhancing the firm's reputation through superior service and technical excellence.

Qualifications

• Management or supervisory experience in tax advisory.
• CA or CPA qualification (or equivalent).
• Masters of Tax is desirable.
• Experience managing HNWI and business client portfolios.
• Strong interpersonal and written communication skills.
• Ability to identify opportunities for clients and the business.
• Team leadership and mentoring of junior staff.

Responsibilities

• Manage and lead a client portfolio including High Net Worth Individuals and private businesses.
• Collaborate with a high-performing and supportive team.
• Provide technical advice and add value to client portfolios in a hands-on advisory capacity.
• Work on client and corporate strategies with senior management.
• Foster key client relationships to develop clients and business for the firm.
• Advise clients within your portfolio on commercial and compliance aspects.
• Supervise, mentor and delegate to junior team members.

Skills

Portfolio management

Client relationships

Tax advisory

Leadership

Communication

Education

CA/CPA qualified

Masters of Tax (desirable)

Job description

A specialised boutique firm focusing on a varied client base of large listed, SME and high net worth clients, providing a suite of services to their high-end clients. With an enviable reputation within the industry and a prestigious and loyal client base, the firm pride themselves on providing strategic and technical advice with their clients' goals at the heart of everything they do.

As an independent and entrepreneurial organisation, the environment is one focussed on teamwork, trust and collective achievement. At the centre of this is an accountable culture and unique team-based incentive scheme.

The prides themselves on creating an empathetic environment for their employees and also for their clients.

About the role

• Manage and lead a client portfolio - including High Net Worth Individuals and Successful large Private Businesses
• Collaborate with a high performing and supportive team
• Providing technical advice and adding value to your client portfolio in a hands on advisory capacity
• Working on client and corporate strategies with senior management.
• Working closely with senior management to enhance the firm's reputation.
• Fostering key client relationships to develop clients and business for the firm
• Advising clients within your portfolio on commercial and compliance aspects.
• Assisting in the development and leadership of a small team of more junior team members.
• Lead a client base and take on more advisory duties once established.

About you

• Experience in a similar manager or supervisory role.
• CA or CPA qualified (or equivalent)
• Masters of Tax (is desirable, not essential) with a strong tax advice background
• Previous experience in managing a portfolio of HNWI and Business clients
• Ability to identify areas of opportunity for clients and the business
• Strong interpersonal and verbal and written communication skills
• Superior client service skills with the ability to build long term professional relationships
• The ability to collaborate and work effectively in a team with high attention to detail
• Experience supervising, mentoring and delegating to junior team members.