- Work directly with partners on complex advisory matters
- High-quality clients - private businesses and high-net-worth families
- Modern boutique firm investing in automation, AI and technology
Firm Overview
Our client is a growing boutique accounting and advisory firm specialising in tax and strategic advice for high-net-worth families, entrepreneurs and privately owned businesses.
Led by experienced ex Big 4 Partners, the firm combines top-tier technical capability with the flexibility and culture of a boutique practice.
The client base is relationship-driven and advisory-focused, with work spanning:
Private group structuring
Tax advisory for business owners
Complex compliance engagements
Strategic business advice
The firm has experienced strong recent growth, attracting new clients through referrals and professional networks, and continues to expand its advisory capability.
You will join a lean, experienced team where managers work closely with partners and gain exposure to complex client work typically seen in larger firms.
Opportunity
Due to continued growth, the firm is seeking a Business Services Manager / Tax Manager to manage a portfolio of private business and high-net-worth clients.
This is a client-facing role with strong advisory exposure, ideal for someone who enjoys working directly with business owners.
Key responsibilities include:
Managing a portfolio of private business and high-net-worth clients
Reviewing financial statements and tax returns
Providing tax planning and structuring advice
Managing complex tax matters across private groups
Mentoring and developing accountants and seniors
Working closely with partners on advisory projects
Contributing to improvements in automation, AI and workflow systems
The firm is particularly interested in someone who wants to develop deeper advisory capability rather than purely compliance management.
About You
You are likely an experienced Business Services Manager, Tax Manager or Senior Manager looking for a role with stronger client exposure and advisory work.
You will bring:
CA or CPA qualification
7+ years experience in public practice
Strong experience in tax and business advisory
Exposure to private clients, SMEs or high-net-worth groups
Experience with SMSFs and complex group structures
Strong client relationship and communication skills
Leadership capability managing accountants and seniors
Candidates from mid-tier, boutique or specialist advisory firms are encouraged to apply.
Why This Role Stands Out
This opportunity offers a combination rarely available in the market: complex client work within a modern boutique environment.
Highlights include:
Direct access to partners and strategic client work
Exposure to high-net-worth clients and complex tax matters
Growing firm with strong reputation and referral network
Investment in automation, AI and modern systems
Collaborative culture with a highly capable team
Competitive salary package expected $140k-$170k + bonus depending on experience
This role is ideal for someone who wants to move beyond compliance and deepen their advisory experience with sophisticated clients.
Apply or contact Steve Merritt (Director) on 0404 426 749 for a confidential discussion.
