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Navwealth Financial Services

Navwealth Careers – Business Services Manager

BUSINESS SERVICES MANAGER

Requirements

  • Minimum 10 years of business services experiences in Senior / manager positions
  • Solid experiences in dealing with clients directly by managing a portfolio of clients. Experiences with a heavy focus in SME & HNW space would be ideal.
  • Strong technical and tax background
  • Well-presented individual with excellent verbal and written communication skills
  • Experiences in running the business services accountant team (min 3 people) including setting/reviewing annual budget, managing compliance programme, team expectation and process/procedure etc
  • CA qualified preferred / or CPA qualified

Primary Function

This role will primarily involve accounting and taxation advisory, ensuring compliance with complex regulatory obligations for a range of SME clients.

Reporting directly to the Directors, you will be responsible for a team of Accountants ranging from Graduate to Intermediate and Senior.

The role includes client services, assisting in the managing of workflow, reviewing work and training and mentoring members of the Business Services Team. Your extensive accounting and taxation experience will ensure the highest level of quality control of compliance work prepared by the Team.

Your role will also involve identifying areas in the workflow that require improved efficiency through the implementation of relevant policies and procedures.

You will develop client relationships over time and a smooth transition to Directorship will involve targeted networking opportunities with a goal to establishing your own portfolio of new clients.

You are CA/CPA qualified with 12-15 years of experience in Business Services.

Managing Workflow

  • Assist Directors/Client Services Manager (CSM) in the allocation of jobs to Accountants and setting and monitoring weekly job targets
  • Manage the workflow to achieve compliance lodgement target.
  • Set and monitor of time budgets against fixed fee agreements to drive down time on work-in-progress and maximise the profit margin on each job by increasing the Teams’ Average Hourly Rate.
  • Ensure workflow is moving quickly and efficiently.

Training & Mentoring

  • Lead and direct a team of Accountants and train and develop the team.
  • Be the first point of contact for all team member queries and training and mentoring issues.
  • Ensure all team members are actively involved and aware of the latest developments in taxation and accounting regulations through the facilitation / implementation of training sessions and or seminars.
  • Continuously advise team members of tools and procedures to be utilised based on current laws for the correct treatment for both taxation and accounting purposes.

Quality Control & Workflow Efficiency

Ensure quality control where jobs are completed efficiently and at the highest standard with structured workpapers and ensuring compliance with relevant accounting policies and taxation law through the thorough reviewing, monitoring and training of team members.

Client Relationships

Develop and nurture strong client relationships with both new and existing clients by ensuring a prompt and friendly service in excess of client expectations.

With the Directors, advise clients on complex accounting and taxation matters and assist in developing innovative solutions and strategies for the client.

Networking / Centre of influence

When possible attend Networking functions such as “Business Chamber of Commerce” and seek target markets with the goal of growing a portfolio of new clients over time.

 

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© Copyright 2025 Navwealth Financial Group Pty Ltd | All Rights Reserved

Disclaimer: Navwealth Financial Group Pty Limited ABN 71 064 594 350, trading as Navwealth. Navwealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

Accounting, taxation, and business advisory services are provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463, Liability limited by a scheme approved under Professional Standards Legislation.

Any advice provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463 detailed above is provided independently of Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, AMP Financial Planning Pty Limited. Neither Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, AMP Financial Planning Pty Limited take any responsibility for any actions or services they provide.

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  • About
    • Our Approach
    • Our People
    • Careers
  • How we Help
    • Why Choose Us
    • Financial Planning
    • Accounting & Tax
    • Bookkeeping Resources
    • Business Advisory
    • Aged Care
    • Finance & Lending
  • Our Clients
  • News
  • Resources
    • NavTalk Podcast
  • Contact
  • Login