Senior Manager
Core
Lead complex client engagements in tax and business advisory, managing a portfolio of clients and developing accountants within an established accounting firm.
Role type
Senior Manager, Business Services & Advisory
Builds
Client advisory services, tax planning, compliance, forecasting, and business growth strategies
Domain
Accounting, Taxation, Business Advisory
Deliverable
client delivery
Required skills
Client relationship management, tax planning, financial statement review, team coaching, business structuring, process improvement, strategic planning
Preferred skills
Experience with SMEs and high-net-worth individuals, SMSF expertise, technology automation
Technologies
Accounting software, modern business technology
Responsibilities
Manage client portfolio and act as primary contact for tax and advisory matters; Advise on business structuring, tax planning, and compliance; Lead advisory engagements on forecasting and growth strategies; Review financial statements and tax returns; Research complex tax issues; Manage workflow and delivery quality; Coach and develop accountants; Collaborate with Partners on firm strategy; Identify business development opportunities; Improve processes and evaluate technology
Seniority
Senior Manager, hands-on leadership