Manager - Private Business And Family Advisory
vor 4 Wochen
Manager - Private Business and Family Advisory
At Cornerstone Consulting Group, we believe in growing together and one of the ways we do so is by partnering with leading Australian organisations to recruit exceptional talent.This opportunity is with a highly respected and forward-thinking firm that's committed to enabling growth and ambition for their clients - and their people.You'll join a team with heart, where collaboration and support are part of everyday life.
They're deliberate about fostering relationships that nurture and empower each individual.And they're excited by what's possible.
They know the best new ideas often come from curious, talented individuals.
Perhaps you're one of them.About the role
Reporting to the Principal, the Manager plays a pivotal role in creating value and driving improvements for clients by providing comprehensive advisory services.This role involves advising clients on a range of areas including asset protection, business performance, business reporting, accounting and taxation management, wealth protection, and general change management.
In particular, the Manager will possess high-level tax advisory expertise, ensuring compliance with legislative requirements and delivering tailored tax solutions to meet complex client needs.As a Manager, you will be responsible for managing a client portfolio, overseeing workflow management among direct reports, coordinating tax lodgement lists, and providing coaching and mentoring to junior staff members.
Additionally, you will play a key role in building and nurturing meaningful relationships with clients, fostering client loyalty and satisfaction.Key responsibilities
Prepare financial statements, activity statements, and tax returns across various entity types.Deliver tax planning advice and stay updated on legislative changes.Analyse financial data to uncover trends and opportunities for improvement.Provide high-level tax advisory services to support the team and clients, leveraging this expertise as a Certified Tax Advisor.Manage a $600k+ client portfolio, fostering long-term relationships built on trust and reliability.Identify opportunities to grow the client base and contribute to new business proposals.Mentor, coach, and supervise junior staff, fostering their development.Oversee workflows, conduct reviews, and support recruitment and training.Enhance systems and processes for efficiency and compliance.Utilise tools like Xero and other accounting software to deliver excellence.Provide tailored accounting and advisory services, responding to client queries and offering actionable insights.Proactively identify opportunities to grow client pipelines and contribute to proposals.Who we're after
Here are the key qualifications, skills and personal attributes we're looking for.
If you tick most of the boxes, but not all, we'd still encourage you to apply.
Other capabilities you have may make you the perfect fit for the role, and we can work on filling the gaps together.CA or CPA accreditation (fully qualified).Certified Tax Advisor status or active progress toward this designation is highly regarded.Expertise in preparing financial statements and tax returns for complex entities.Exceptional analytical, organisational, and communication skills.Strong knowledge of Xero software solutions.Positive and proactive approach to client service and team leadership.Integrity, professionalism, and a drive to continuously learn and grow.What is in it for you
Our client believes success is better shared.
Investment is made in the future of their people and the culture that supports all.
You will have the opportunity to leverage in-house leadership and professional development programs that are tailored to each level and explore how to lead with impact.In addition to working with a Company who actively supports your health, social connection and workplace culture, you will have access to:Great flexible working policy14 weeks paid parental leaveCommunity leavePurchased leave programEmployee Assistance programAn environment of openness, where great ideas can come from anywhereHow to apply
If you can see yourself as part of a team that's all about people doing meaningful work, and leading with the best ideas, we want to hear from you.Take this as an opportunity to write a cover letter explaining to us why you are who we're looking forWe strongly encourage people from under-represented backgrounds to apply.Your application will include the following questions:Which of the following statements best describes your right to work in Australia?How many years of accounting experience do you have?How many years of taxation experience do you have?How many years of people management experience do you have?Which of the following accounting packages are you experienced with?Do you have experience using Xero?Do you have experience in a role which requires relationship management experience?What's your expected annual base salary?
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