Private Business and Family Advisory – Assistant Manager
* Collaborative, supportive, and genuinely invested in your success
* Step into leadership with structured support and a meaningful progression
* Advise real clients on decisions that shape their businesses and their futures
Assistant Manager – Private Business & Family Advisory
Full-time · Permanent · Private Business Advisory · Adelaide
Are you a CA or CPA with a passion for private business and a talent for building trusted client relationships? We're looking for an experienced Assistant Manager to join a well-established advisory division and play a key role in delivering high‐quality accounting and tax services to a broad portfolio of private clients.
What you'll do
* Prepare and review financial statements, tax returns, and activity statements across a range of entity structures
* Identify tax planning opportunities including Division 7A, CGT, SBE concessions, and FBT issues
* Serve as a key point of contact for day‐to‐day client communications and advisory queries
* Coordinate workflow across the team, reviewing and quality‐checking work before Manager sign‐off
* Coach and mentor graduate and junior accountants, contributing to a collaborative team culture
* Support the development of client proposals and contribute to portfolio growth initiatives
* Champion process improvements using Xero and other firm systems
What you'll bring
* CA or CPA qualified (or progressing towards completion)
* 5+ years of experience in public practice accounting
* Proven technical skills across financial statements and tax compliance for trusts, companies, and individuals
* Proficiency in Xero and similar accounting platforms
* Strong communication skills and a commercial mindset
* Ability to manage competing deadlines and remain composed under pressure
* A genuine interest in developing others and sharing your expertise
Why this role?
This is a genuine step into leadership; a role where your technical expertise meets commercial advisory work and people management. You'll have the autonomy to make a real impact on your clients and your team, with the support of an experienced Manager behind you.
Interested in this role? Click 'Apply' or directly send your CV to ludovie.aubert@edtgobal.com. Apply Now, or Apply with Indeed.
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