manager – tax, SMSF + HNW clients
businessDEPOT
- Manage a portfolio of HNW individuals, family groups, and SMSF clients.
- Deliver high-quality tax compliance, advisory, and strategic support across personal tax and SMSF matters.
- Work closely with a Director to deliver accurate and timely year-end financials and tax returns.
- Build strong, trusted client relationships and become their go-to advisor.
- Review work prepared by others, provide guidance and coaching, and support junior team development [level dependent].
- Identify opportunities to add value, improve client outcomes, and contribute to broader advisory discussions.
- CA/CPA qualification.
- Experience in public practice accounting, with strong technical knowledge across personal tax, trusts, investment entities, and areas such as Div7A.
- Strong personal tax experience.
- SMSF experience is highly regarded, or a genuine interest in developing your expertise in this area.
- Strong attention to detail and pride in delivering quality work.
- Confidence communicating with clients and explaining complex matters in a practical way.
- A collaborative, down-to-earth approach to your work.
- Leadership experience, or a desire to grow in this area.
- And importantly – you enjoy building relationships and delivering a great client experience, not just processing work.
- A specialist role focused on HNW and SMSF client work.
- A high level of client exposure and relationship ownership.
- A collaborative team and direct support from experienced Directors.
- A mix of hands-on technical work and client engagement.
- A modern, vibrant office on James Street with flexibility where needed.
- Accounting
- Agency Broking
- Bookkeeping
- Business Advisory
- Business Broking
- Digital
- Ecommerce
- Estate Planning
- Events
- Financial Planning
- Franchising
- Governance
- Insurance
- Legal
- Marketing
- Mergers + Acquisitions
- Not for Profit
- People + Culture
- Real Estate
- Superannuation
- Tax
- Valuations
- Wealth Advisory