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Business Advisory Manager

The Company

This is a large professional services group with over 150 staff. They are part of large financial services business and are experts in wealth management, investment, tax, accounting and advisory. They have a quality client base of wealthy families and large privately held business.

The Opportunity

This is a manager role leading a team and assisting clients with the business and wealth needs. You will provide holistic advice to clients in a family office style of working. 

Your responsibilities include but are not limited to:
  • Business planning
  • Business tax/structuring
  • Manage client list and WIP
  • Undertake analysis and problem solving

The Person

  • CA/CPA
  • Experience managing clients and staff
  • Excellent communication skills
  • Focused on delivering exceptional service to clients
What you will get in return

  • Generous bonus/ STI
  • Professional development
  • Stable team who retain staff well
  • Participate in employee share scheme
  • Discounted insurance products