About the firm

Charterhouse are partnered with a well-established mid-tier firm who have a national presence and 3 offices across Sydney who are looking for a Business Services Manager to join their team.

This firm is multiple award winning and pride themselves on being innovative, forward thinking whilst promising their clients to always provide them with high quality advice and service.

The firms Services include Financial Planning, Accounting – Personal and Business, Mortgage Advice, Corporate Superannuation, Retirement Planning, Wealth Management, Personal Superannuation, Self-Managed Super Funds, Wealth Protection, Estate Planning and Business Consulting

About the role

The firm are looking for a Business Services Manager to act as 2IC to one of the partners, the role will ideally sit within their Norwest office however, due to multiple offices this role can be worked out of any of their offices.

This role will work closely with the Partners developing the business as well as managing existing clients and the day-to-day running of the firm. This role will also work across both compliance and advisory.

Some of the responsibilities of the role include:

• Managing a portfolio of around $800-900k in fees, along with 2 Accountants
• Clients: Wide range of clients across different industries; including manufacturing, financial services, HNWI, complex family groups up to around $100mill in turnover – some international clients
• Tax planning and restructuring advice
• Training and development of staff reporting into you
• Preparation, delegation, and review of compliance work including tax returns, financial statements, activity statements, FBT etc.
• Lead, mentor, and coach a team, developing future leaders
• Work alongside partners on firm-wide strategy, business development, and growth initiatives

Skills & Experience

• CA or CPA qualified
• Minimum 5+ years in Business Services & Tax
• Strong advisory skills
• Ability to manage portfolio whilst managing & motivating a team

Benefits for you

• Excellent career progression & development – Pathway to Partnership
• Ongoing career development and mentoring from Partners
• Hybrid working – 2/3 days WFH, flexible hours, able to work out of multiple offices
• Culture is incredibly supportive, close knit and Partners genuinely care about their staff
• Great salary packages & bonuses
• Yearly salary reviews

How to apply:

Click APPLY now or reach out to Graham Shellshear at [email protected] / 0478 748 883 for a confidential discussion.