LV - Manager (Sourcing)

Position Title

Business Services Manager – Tax

Department

Business Services / Tax

Reports To

Partner / Director – Business Services

Direct Reports

Senior Accountants, Accountants, Graduates (as applicable)

Role Purpose

The Business Services Manager is responsible for managing a portfolio of business clients and leading the delivery of high‑quality tax and business advisory services. The role combines technical expertise, client relationship management, team leadership, and commercial acumen to drive client outcomes, compliance excellence, and practice growth.

Key Responsibilities

Client Management & Advisory

Manage a diverse portfolio of business services and tax clients across multiple industries.

Act as a trusted advisor, providing proactive tax planning, structuring, and business advice.

Build and maintain strong, long‑term client relationships through regular contact and strategic discussions.

Identify opportunities to add value and cross‑sell services within the firm.

Tax & Compliance

Oversee the preparation and review of:

Ensure compliance with relevant tax legislation, accounting standards, and regulatory requirements.

Provide technical guidance on complex tax matters, including CGT, Division 7A, trusts, and restructuring.

Team Leadership & Development

Lead, mentor, and develop a team of accountants and senior accountants.

Review work for accuracy, completeness, and adherence to firm standards.

Allocate work effectively to meet deadlines and client expectations.

Support recruitment, onboarding, performance management, and training initiatives.

Practice & Commercial Management

Manage workflow, budgets, and recoverability for assigned client portfolios.

Contribute to process improvement and efficiency initiatives within the business services team.

Assist Partners/Directors with forecasting, fee proposals, and client billing.

Support business development activities, including referrals and networking.

Key Relationships

Clients (SMEs, family groups, high‑net‑worth individuals)

Partners and Directors

Business Services and Tax Team Members

External stakeholders (ASIC, ATO, bankers, legal advisors)

Key Performance Indicators (KPIs)

Client satisfaction and retention

Quality and timeliness of work delivered

Team performance and engagement

Fee recovery and portfolio profitability

Contribution to new business and referrals

Skills & Competencies

Strong technical expertise in business services and taxation

Excellent client relationship and communication skills

Proven people leadership and mentoring capability

Commercial mindset with strong time and workflow management

Problem‑solving and analytical thinking

High attention to detail with the ability to see the bigger picture

Qualifications & Experience

CA or CPA qualified (essential)

Tertiary qualification in Accounting, Finance, or related discipline

5–8+ years’ experience in public practice accounting

Demonstrated experience managing clients and leading teams

Personal Attributes

Proactive and solutions‑focused

Confident communicator with professional presence

Collaborative and supportive leader

Adaptable in a fast‑paced, deadline‑driven environment

Strong ethical standards and professional integrity