Associate Director - Business Services
Core
Lead a team of senior, intermediate, junior, and offshore staff to manage a $1.5M fee portfolio of SMEs and private groups, overseeing compliance, tax planning, and advisory services.
Role type
Associate Director, Business Services and Tax
Builds
Client relationships, tax planning, structuring discussions, and technical work reviews for companies, trusts, partnerships, and individuals.
Domain
Accounting, Tax, Business Services
Required skills
Technical oversight of SME and private group compliance, team leadership, client relationship management, workflow coordination, budget management, mentorship, strategic contribution
Preferred skills
Experience with Division 7A, CGT, and trusts, pathway to Director or Partner
Technologies
Xero Ledger, Xero Tax, MYOB AE Practice Manager
Responsibilities
Act as primary contact for client portfolio, review and sign off on technical work, coordinate onshore and offshore workflow, maintain technical quality, mentor team members, identify advisory opportunities, contribute to firm strategy
Seniority
Senior, hands-on IC with leadership responsibilities