Manager
Core
Lead delivery for a portfolio of SME and complex clients, review financial statements and tax returns, and drive tax planning and advisory discussions.
Role type
Manager in accounting and advisory
Builds
Integrated accounting, tax, business advisory, and financial planning services
Domain
Accounting and Advisory
Deliverable
client delivery
Required skills
CA or CPA qualification, public practice experience, technical expertise in business services and tax, client relationship management, team leadership and mentoring, workflow management
Preferred skills
Commercial mindset, clear communication style
Technologies
Xero, FYI Docs
Responsibilities
Manage delivery across a portfolio of SME and complex clients; Review financial statements and tax returns prepared by the team; Lead tax planning and advisory discussions; Act as the key point of contact for clients; Mentor seniors/intermediates and lift capability across the team; Support workflow management and resourcing as the firm grows