Manager - Private Advisory and Family Office - Sydney at Deloitte Services Pty Ltd | AU | Rezi

Manager - Private Advisory and Family Office - Sydney at Deloitte Services Pty Ltd

Manager - Private Advisory and Family Office - Sydney

Deloitte Services Pty Ltd · AU

Yesterday

Manager - Private Advisory and Family Office - Sydney

Deloitte Services Pty Ltd · AU

2 days ago
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About the Role

As a Manager in the Sydney Private Advisory & Family Office team, you will shape and drive the business by managing the team, ensuring quality control, delivering to clients, and pursuing business growth opportunities. You will also manage staff performance, careers, and development.

Responsibilities

  • Support Partners and Directors in managing and delivering complex client engagements focusing on private tax, accounting, and advisory services.
  • Collaborate with clients to understand their family succession and/or business needs, providing impactful solutions.
  • Take on leadership roles within engagements and client accounts, maintaining and building senior-level relationships.
  • Contribute to growth and business development activities.
  • Manage your team, focusing on creating great people and client-centric experiences.
  • Act as a role model, inspiring others to embrace the company's purpose and values.
  • Play a key coaching role to team members on engagements and as a Career Coach.

Requirements

  • Experienced tax professional with a passion for managing and developing talent.
  • Prior experience advising private clients on accounting and tax affairs within a Big 4 or mid-tier firm.
  • Strong client focus and high attention to detail.
  • Strong communication skills.
  • Strong experience in managing high net wealth clients.
  • Proven experience building and leading high-performing teams with a service excellence approach.
  • Relevant CA or equivalent qualification required.
  • Subject to background screening by Deloitte or their external third-party provider.

Skills

  • Private tax
  • Accounting
  • Advisory services
  • Client relationship management
  • Team management
  • Coaching
  • Business development
  • Communication skills
  • Talent development

Location

  • Sydney

Work Type

  • Hybrid
  • Full-time

Experience Level

  • Manager

Education Level

  • CA or equivalent qualification

Benefits

  • Retail discounts
  • Wellbeing leave
  • Paid volunteering days
  • Twelve flexible working options
  • Market-leading parental leave
  • Return to work support package

About the Company

  • Deloitte Private Tax & Advisory forms authentic relationships with Australia’s largest private clients, offering specialist solutions such as tax, accounting, and advisory services.
  • Our culture of continuous improvement and support, coupled with a strong heritage of expertise, empowers us to be a globally competitive team.
  • We focus our energy on interesting and impactful work.
  • We’re always learning, innovating and setting the standard; making a positive difference to our clients and our society.
  • We put coaching at the heart of what we do, helping our people grow their careers in any direction.
  • We embrace diversity, equity and inclusion.
  • We have a diverse collection of people from different backgrounds, with different experiences, gender identities, abilities and thinking styles.
  • What binds us together is a shared commitment to value everyone’s perspective and to cultivate inclusion; so that our work environment is a safe space we can all belong.
  • We value in-person connection with our clients and our colleagues.
  • We offer several ways for you to work flexibly so that you can serve your clients, stay connected with your team, and manage your personal priorities.
  • We help you live and work well.

Equal Opportunity

  • We embrace diversity, equity and inclusion.
  • We have a diverse collection of people from different backgrounds, with different experiences, gender identities, abilities and thinking styles.
  • What binds us together is a shared commitment to value everyone’s perspective and to cultivate inclusion; so that our work environment is a safe space we can all belong.