Manager – Private Business & Family Advisory
Core
Provide comprehensive advisory services on asset protection, business performance, reporting, accounting, taxation, and wealth protection to clients.
Role type
Manager, Private Business & Family Advisory
Builds
Client financial and operational strategies
Domain
Accounting, Taxation, Wealth Management
Required skills
Tax planning, Financial statement preparation, Trust and corporate entity management, Client portfolio management, Workflow coordination, Team mentoring
Preferred skills
Xero, Now Infinity, Practice Ignition, Great Soft proficiency
Responsibilities
Manage client portfolio, Conduct financial and operational analyses, Coordinate workflow among direct reports, Provide coaching and mentoring to junior staff, Build and nurture client relationships
Seniority
Manager, supervising and leading staff