Business & Tax Advisory Manager

Role Description

The Business & Tax Advisory Manager is a full-time, on-site role based in Shepparton, VIC. This role is responsible for managing a portfolio of business and taxation clients, providing strategic advisory services, and overseeing compliance across a range of entity types. Day-to-day tasks include reviewing complex tax returns and financial statements, advising on business structures and tax planning opportunities, and supporting clients with budgeting, cash flow, and growth strategies. The manager will lead and mentor team members, coordinate workflow, and ensure that advisory engagements are delivered on time and to a high professional standard. The role also involves building strong client relationships, identifying value-added services, and contributing to the ongoing improvement of internal processes and service offerings.

Qualifications

• Strong technical expertise in business taxation, compliance, and advisory, including preparation and review of financial statements and tax returns for individuals, companies, trusts, and SMSFs.
• Experience in business advisory services such as tax planning, budgeting, cash flow management, and structuring for small to medium enterprises and agribusiness clients.
• Proficiency with accounting and practice management software, and comfort working in a technology-enabled, modern accounting environment.
• Proven ability to manage client relationships, communicate clearly with stakeholders, and deliver tailored advice that aligns with clients' commercial goals.
• Demonstrated leadership skills, including mentoring and developing team members, managing workloads, and contributing to a collaborative, high-performance culture.
• Relevant tertiary qualifications in Accounting, Finance, or Commerce; CA or CPA qualification (or equivalent) strongly preferred.
• Up-to-date knowledge of Australian taxation legislation, regulatory requirements, and professional standards.
• Strong analytical, problem-solving, and organizational skills, with attention to detail and the ability to work to deadlines.
• Previous experience in a public practice accounting firm or similar advisory environment is highly beneficial.