Manager

A leading professional services firm in Melbourne is seeking a Business Advisory and Accounting Manager to join their team

What you'll do:

As a Business Advisory and Accounting Manager in Melbourne’s premier professional services environment, your day-to-day responsibilities will centre around managing a portfolio of clients with precision and care. You will guide your team through complex accounting challenges while ensuring that each member receives tailored support based on their skills and experience. Your role involves reviewing work for accuracy—especially in areas like Superannuation Funds—and maintaining high standards across all deliverables. You’ll be responsible for setting productivity targets and budgets for your client base while preparing forecasts that keep workflow efficient.

By identifying technical issues in taxation legislation or accounting standards early on, you’ll mitigate risks for clients and develop planning strategies that maximise value. You’ll also play an active part in training sessions—both as facilitator and participant—helping your team stay up-to-date with industry developments. Success in this role means balancing competing demands with good judgement; supporting both clients’ needs and the direction of the business; creating an open culture where every team member feels valued; contributing positively to leadership meetings; maximising profitability within your client base; seeking new client opportunities; leading meetings; developing your team; building trust with clients; ensuring compliance targets are met; achieving KPIs related to job turnaround times; overseeing annual compliance meetings; monitoring WIP versus budget variances; achieving timely lodgement of tax returns; meeting sales targets for advisory services/referrals; personally achieving CPD hours; maintaining accountability/dependability throughout all dealings.

• Effectively manage a diverse client portfolio by providing technical support, constructive feedback, and guidance to team members who work on your accounts.
• Set, review, meet, and oversee productivity targets as well as client budget expectations while ensuring all work is accurately billed according to organisational standards.
• Provide ongoing technical support and mentorship to junior staff members, ensuring they are assigned tasks that match their experience and capabilities.
• Conduct thorough reviews of junior team members’ work to maintain high quality standards across all deliverables.
• Manage expectations of both clients and directors by communicating clearly and consistently regarding project progress and outcomes.
• Oversee multiple staff members by understanding their strengths and gaps in knowledge, allocating tasks accordingly, and ensuring necessary training is carried out.
• Prepare team WIP forecasts, manage workflow efficiently based on capacity plans, set realistic time frames for projects, and ensure deadlines are met.
• Review and provide quality assurance on work related to Superannuation Funds including financial statements, tax returns, letters, correspondence, pension letters, and more.
• Identify technical issues within various areas of the tax system such as assessable income, allowable deductions, capital gains tax exemptions/rollovers, fringe benefits tax, Division 7A loans, GST, individual tax rates, small business CGT concessions, capital allowances/capital works, company/trust losses, dividend imputation system, trading stock, superannuation.
• Actively participate in training sessions or discussions around specific technical areas while facilitating knowledge sharing within the team.

What you bring:

To excel as a Business Advisory and Accounting Manager in this organisation’s Melbourne office you will bring proven expertise from public practice settings where managing teams has been central to your success.

Your CA or CPA qualification underpins deep technical knowledge across accounting standards/tax legislation—including advanced familiarity with the Corporations Act—which enables you to navigate complex regulatory requirements confidently. Your interpersonal skills shine through written/verbal communication that builds trust with clients while maintaining professionalism at every touchpoint.

Advanced proficiency in Xero/Office products (especially Excel) allows you to analyse data effectively—supporting informed decision-making across portfolios. You have demonstrated outstanding time management abilities by balancing priorities without sacrificing attention-to-detail or quality assurance. Your commitment towards self-improvement is evident through continuous learning/training activities which benefit both yourself/team members alike. Mentoring juniors comes naturally—you provide guidance/support/training that fosters communal growth within an open/supportive culture. Ethical conduct/confidentiality/professionalism are hallmarks of your approach—ensuring reliability/accountability when handling sensitive matters or making difficult choices. Remaining balanced/rational during challenging moments further cements your reputation as a respected leader who supports both colleagues/clients.

• CA or CPA qualification is essential along with over ten years’ experience in public practice environments where you have managed teams successfully.
• Advanced understanding of the Corporations Act as well as relevant accounting standards/tax legislation is required for this position.
• Exceptional written/verbal communication skills enable you to advise clients confidently based on sound knowledge while maintaining professionalism at all times.
• Excellent Xero knowledge combined with advanced proficiency using Office products (including Excel tables/graphs/formulas/pivot tables/vlookup) ensures you can handle complex data analysis tasks efficiently.
• Proven ability to build advanced client relationships where you are regarded as a trusted advisor who delivers value beyond expectations.
• Outstanding time management skills allow you to balance/prioritise conflicting demands without compromising attention to detail or quality standards.
• Demonstrated commitment to self-improvement through ongoing learning opportunities shows your dedication towards personal/professional growth.
• Experience mentoring junior staff members by providing guidance/support/training helps foster an open/supportive team culture where everyone thrives together.
• Highest standard of ethics/confidentiality/professionalism ensures trustworthiness/reliability when handling sensitive information or making tough decisions.
• Ability to remain balanced/rational during challenging situations reflects your maturity/judgement as a respected leader within the business.

What's next:

If you’re ready to make a meaningful impact by guiding teams/clients towards success in Melbourne’s thriving professional services sector then this opportunity awaits you!

Apply today by clicking on the link provided—take the next step towards joining an organisation that values collaboration/supportive leadership/flexible working arrangements/generous benefits!

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Natalie Gow on 03 8628 2114 for a confidential discussion.