CareerPlan

Senior Manager - Private Business & Family Advisory

Docklands, VictoriaFull-time2026-10-12 → 2026-10-22

Core

Senior Manager providing strategic business consulting, accounting, and tax services to private clients, focusing on asset protection, business performance, and succession planning.

Role type

Senior Manager, Private Business & Family Advisory

Builds

Tailored advisory solutions for private business and family clients

Domain

Professional Services / Accounting & Taxation

Deliverable

client delivery

Required skills

Financial statement review, Taxation expertise, Business performance analysis, Succession planning, Strategic advisory, Mentoring

Preferred skills

Tertiary qualifications in Accounting, Proactive learning, Leadership ability

Responsibilities

Review financial statements, management reports, budgets, and tax returns; Provide high-level technical support and strategic advice; Develop tailored solutions for business performance and asset protection; Mentor junior team members; Cultivate client relationships; Maintain knowledge of tax legislation and accounting standards.