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Senior Manager - Tax & Business Advisory

Job description

About the Firm

A well-established and growing advisory-focused accounting firm with a strong reputation in the SME and high-net-worth space. The firm operates a highly collaborative model, working closely with an in-house financial planning team to deliver holistic client outcomes.
With a mix of onshore and offshore team members, the business is structured to allow senior staff to focus on high-value advisory work rather than compliance.

The Opportunity An exciting opportunity for an experienced Business Advisory  Senior  Manager to step into a leadership role with a strong focus on client relationships and strategic advisory.

This role is ideal for someone who enjoys working closely with clients, leading teams, and delivering high-level business advice—without being tied down in day-to-day compliance work.

Key Responsibilities
  • Manage workflow, team performance, and client relationships
  • Lead client review and advisory meetings (no hands-on compliance)
  • Provide strategic advice on business structuring and small business concessions
  • Collaborate with the financial planning team on year-end and interim client meetings
  • Oversee a team of 5 onshore staff and 3 offshore accountants
About You
  • Proven experience in a Business Advisory or Client Manager role within public practice
  • Strong client relationship and communication skills
  • Experience advising SME clients and high-net-worth individuals and ideally some SMSF exposure
  • Solid understanding of business structuring and tax planning strategies
  • Leadership experience managing teams and workflow
  • CA/CPA qualified (or near completion)
Client Base
  • 85% business clients
  • Medical professionals with turnovers circa $5M
  • High-net-worth executives
Systems
  • Xero
  • BGL360
What’s on Offer
  • Competitive salary package
  • discretionary bonus based on performance
  • Clear focus on advisory work (no compliance-heavy responsibilities)
  • Collaborative environment with financial planning professionals
  • Strong support structure with onshore and offshore teams
Work Environment
  • Supportive, team-oriented culture
Apply Now

If you’re looking to step into a true advisory-focused role with leadership responsibility and high-quality clients, we’d love to hear from you.



If you're looking to join a reputable, well-established firm that offers strong development, diverse clients and a supportive culture — apply now or contact us for a confidential discussion.

ashley@bentleyrecruitment.com.au
07 3229 8020 | 0487 691 862
Ashley Courtney-Gentz | LinkedIn

For more opportunities, visit:
bentleyrecruitment.com.au/jobs