Tax & Business Advisory Manager (Path to Partnership)

SEEKING A PATH TO PARTNERSHIP?

Our client is a highly successful accounting and wealth management firm located in the Brisbane Bayside, having experienced significant growth and market visibility over the past five years. With an exceptional service offering, the firm provides personalised solutions across accounting, advisory, SMSF, and financial planning.

They are now seeking an experienced Manager to join the accounting and advisory division — someone who is ambitious, client-focused, and looking to progress into Partnership in the future.


The Position:

In this pivotal role, you will work closely with an Accounting Partner, acting as their 2IC and helping to lead a team of seven accountants.

This is not a typical compliance-only role. You’ll also play a key role in delivering management accounting and virtual CFO services to clients — a unique opportunity to gain deeper commercial insight and help businesses make informed financial decisions.

Your responsibilities will include:

• Managing a portfolio of clients, from SMEs to large multi-entity groups.
• Delivering strategic advice on budgeting, cash flow, tax structuring, business structuring, and succession planning.
• Providing management reporting and virtual CFO services to selected clients.
• Supporting the Partner with workflow management, review processes, and team performance.
• Mentoring and developing junior team members to support growth and capability.
• Assisting with business development through client relationship management and networking.

• A proactive and driven accounting professional with strong leadership and client management skills.
• CA or CPA qualified.
• Previous experience in a public practice environment, including client advisory or management reporting.
• Commercially minded, personable, and committed to team and client success.

• richard@bentleyrecruitment.com.au 
• 07 3229 8020, 0450 311 804  
• linkedin.com/in/richard-erikson01