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. Apply Now, or Apply with Indeed.
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