Business Services Manager / Director | Future Sole Practice Owner
Core
Lead an established accounting practice specializing in business services and taxation, progressing from a senior management role to sole ownership over a three-year transition period.
Role type
Senior IC accounting practice owner (business services & tax)
Builds
Accounting practice operations and client services for SMEs and family groups
Domain
Accounting / Taxation / Business Services
Required skills
Business services and taxation knowledge, CA or CPA qualification, managing companies/trusts/partnerships, tax planning and structuring, client relationship management, team leadership, commercial mindset
Preferred skills
Experience in agriculture, construction, earthworks, or trades, SMSF portfolio management, financial planning exposure
Technologies
Xero, MYOB, BGL, SuiteFiles
Responsibilities
Preparing and reviewing financial statements and income tax returns, Business services and taxation compliance, Managing companies, trusts, partnerships and individual clients, Tax planning and structuring, Working directly with business owners, Managing long-standing client relationships, Overseeing workflow and client deadlines, Progressively taking responsibility for the team and practice operations
Seniority
Senior, hands-on IC transitioning to ownership