Manager
Core
Manage a large portfolio of private business and family group clients, delivering accounting, tax, and advisory services while leading a team of seven.
Role type
Manager, Business and Private Client Advisory
Builds
Accounting and tax compliance, business advisory, structuring, superannuation, wealth management, and transactional services for property sector clients
Domain
Accounting and Tax Advisory
Deliverable
client delivery
Required skills
Client portfolio management, team leadership, workflow management, resource allocation, business development, taxation law knowledge, accounting knowledge, staff mentoring, time management, software proficiency (Xero, MYOB, Reckon, Excel)
Preferred skills
Property development client experience
Technologies
Xero, MYOB, Reckon, Microsoft Excel
Responsibilities
Manage a large portfolio of clients, Achieve productivity targets and client budgets, Support and lead team members for optimal performance, Allocate staff and resources to meet client and firm commitments, Identify and develop potential business opportunities, Actively participate in the divisional management team
Seniority
Manager, hands-on leadership