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Business advisory manager - high calibre clients

Melbourne
Engage Personnel
Posted: 22 August
Offer description

Ready to step into a hands-on leadership role where your expertise, people skills, and commercial acumen will make a real impact? Our client is a forward-thinking CA/CPA firm offering integrated Accounting, Financial Planning and Bookkeeping services to High Net Worth individuals, SMEs, and family trusts.

This is not just another Manager role - it’s a chance to work with a fantastic team, top-tier clients, and a firm that values both professional excellence and personal growth.

What’s on offer:
* Work directly with high-value clients including HNW individuals, SMEs and trusts - no small-scale work.
* Enjoy hands-on mentorship, tailored training programs and a clear pathway for career progression.
* Be part of a vibrant culture with Friday socials, EOFY and end-of-year events, plus a dedicated social committee keeping things lively.
* Access benefits like leave purchase, a collaborative team environment, and immediate client exposure from day one.
* Leverage modern tools and systems including Xero, APS and Excel to streamline your work.
About the Role: As a Manager, you’ll play a pivotal role in leading people, managing client portfolios, and driving business growth. Expect to:
* Build and nurture long-term client relationships, providing high-level tax and business advisory advice.
* Lead and mentor your team, ensuring quality delivery across accounting, tax, and advisory services.
* Manage workflow, budgets, KPIs, and reporting to keep the division running smoothly.
* Partner with colleagues across divisions to deliver truly integrated financial advice.
* Bring in new opportunities through your networks while deepening existing client relationships.
* Apply your technical expertise and problem-solving skills to deliver outstanding client outcomes.
About You:
* A natural people leader with strong EQ, professionalism, and influencing skills.
* CA/CPA qualified (CFP or additional qualifications advantageous).
* Bachelor’s degree in Business, Commerce or Finance.
* 5+ years’ Public Practice experience, including 2+ years in a direct management role.
* Strong technical knowledge in taxation and compliance.
* Comfortable with Xero and tech-savvy with add-ons and digital tools.
If you would like to know more, please send your resume through the APPLY button. Alternatively, you can contact Natalia Patelat natalia.patel@engagepersonnel.com.au

If this opportunity isn’t quite what you’re looking for, please feel free to reach out - we have many more roles available that aren’t currently advertised.

All communication will be strictly confidential.

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