* Lead, mentor, and develop team members across a diverse client base to ensure strong performance and high-quality delivery.
* Assist with the day to day operational management of the Business Services function.
* Manage a portfolio of clients, building strong relationships and acting as a key point of contact.
* Work closely with senior leadership to support client strategy discussions and deliver tailored advisory solutions.
* Review and oversee the preparation of complex financial statements, including consolidated accounts, and income tax returns.
* Manage the preparation and review of financial accounts and tax returns for companies, trusts, partnerships, and individuals.
* Provide specialist tax advisory support across income tax, CGT, Division 7A, and estate planning matters.
* Deliver tax planning strategies including trust distribution planning, Division 7A management, and Small Business CGT concessions.
* Conduct due diligence reviews across financial statements, tax returns, and FBT returns.
* Support budgeting and job management processes, ensuring scope, timeframes, and expectations are clearly communicated.
* Maintain an active external network and contribute to business development opportunities.
* Undertake additional duties and projects as required.
Required Skills:
* CA or CPA qualified accountant
* Experience within a professional services or public practice environment
* Demonstrated expertise in tax advisory and consulting, including income tax, CGT and Division 7A
* Strong experience with tax planning strategies across trusts, rollovers and succession planning
* Ability to manage complex private groups and SME clients across a broad range of industries
* Strong leadership capability with proven people management experience
* Highly commercial approach with an interest in wider business strategy and client outcomes
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