Business Services Manager

About Navwealth:

Navwealth is a trusted name in the professional advice marketplace, offering integrated Wealth Management and Accounting advice and solutions tailored to meet a client's diverse needs. 

With over 30 years of experience, we are a dynamic firm and have built a reputation for excellence, innovation, and collaboration dedicated to providing top-tier financial solutions to small and medium-sized enterprises (SMEs) and high-net-worth individuals (HNWs). Our holistic approach involves working closely with strategic partners, including economists, lawyers, stockbrokers, and property advisers, to deliver comprehensive financial solutions.

Our Corporate Values

Our corporate values serve as the guiding principles that shape our organisation's culture and actions:

• Competency – We are enthusiastic and committed to consistently exceed the expectations of our colleagues and clients.
• Integrity – Our people are open, honest, fair, and professional. This coupled with our clients’ needs forms the backbone of our practice.
• People – Our environment is open, enjoyable, and friendly. We proactively support each other to succeed as one team.
• Respect – We maintain a high level of care in how we treat and value each other and in the role we each play.
• Growth - We are dedicated to achieving sustained growth through adaptation, performance, and innovation driving client referrals and new business possibilities.

With this focus in mind, we're seeking a talented individual to join our team as outlined.

Job Description:

We are seeking a dynamic and experienced Business Services Manager to join our team. As the Business Services Manager, you will play a pivotal role in delivering outstanding client services, ensuring client satisfaction, and driving business growth. This position offers the opportunity to lead a talented team of professionals while collaborating closely with clients to support their financial success.

Key Responsibilities:

Together with the director of accounting and the Business Services team.

Client Relationships 

• Develop and nurture strong client relationships with both new and existing clients ensuring prompt and friendly service and pro-active communications.
• Developing a deep understanding of a client’s circumstances and business needs
• Building and fostering client referrals and facilitating internal service offerings amongst existing clients
• Identifying client opportunities and services

 Client Services

• Advise clients on complex accounting and taxation matters.
• Assist in developing innovative solutions and strategies for the client.
• With the broader team, providing strategic business advisory services including budgeting, forecasting, risk management, and strategic planning.
• Resolve client issues and concerns in a timely and effective manner, demonstrating problem-solving skills and professionalism.
• Provide comprehensive financial reporting analysis, including balance sheets, income statements, and cash flow statements.
• Lead and mentor a team of accounting professionals, fostering a collaborative and supportive work environment.

Client Strategy

• Assist clients with tax planning and compliance strategies.
• Collaborating with clients to develop financial plans and forecasts to support business growth and sustainability.
• Developing corporate structures and identifying corporate restructuring opportunities and implementation strategies. 
• With a deep understanding of accounting standards, tax laws, and regulations ensure compliance and provide strategic guidance to clients.

Skills and Personal Attributes:

• CA/CPA qualified with 10 plus years of experience in Business Services, preferably within the SME and HNW space.
• Extensive knowledge of accounting and taxation regulations, with a track record of delivering exceptional service to clients.
• Ability to understand and advise on complex corporate structures and provide corporate res-structure advice and services.
• Experience and understanding in a range of accounting and strategic compliance software including products such as Xero, MYOB, Class, Now Infinity, and the Microsoft Suite.
• Strong leadership skills with the ability to mentor and develop team members.
• Excellent communication and interpersonal skills, with a proactive approach to problem-solving.

How to Apply:

To apply for the Business Services Manager role, please submit your resume via the link below. Please note that due to the high volume of applicants, we will only contact successful candidates for further consideration.

Note: We kindly request no recruiters apply for this position.

Navwealth is an equal opportunity employer committed to diversity and inclusion in the workplace. We do not discriminate based on race, colour, religion, gender, sexual orientation, age, marital status, or disability status.