Job Description

Welcome to Exant Advisory: where new ideas flourish and careers thrive.

Are you ready to shape the future of business and make a real difference in the lives of clients? At Exant Advisory (Exant), we believe strong relationships, collaboration, experience and new thinking are the keys to lasting success—for our clients, our team, and you. Exant combines the multi-disciplined specialist knowledge expected in a top-tier firm with the approachability and care factor of an independent firm.

Experience. New Thinking.

Everyday, we apply our experience and new thinking to assist our clients in achieving greater success through adding value and helping them to:

• Grow and protect their wealth
• Manage risk to create business confidence and reliability
• Identify and capitalise on opportunities

At Exant, collaboration, innovation, and relationships are at the heart of everything we do.

Position Summary

The Business Services Manager position is within the firm’s Tax Advisory division, responsible for leading the delivery of high‑quality financial reporting, compliance, and advisory services while supporting the team’s broader tax strategy. Although the role sits within the Tax Advisory team, its primary focus is business services: managing workflow, reviewing financial statements, overseeing compliance jobs, and developing team capability.

The Manager also contributes to tax compliance and tax‑related advisory work, ensuring that business services outputs integrate seamlessly with the firm’s tax requirements. This role is central to maintaining strong client relationships, driving process improvements, and upholding the firm’s standards of professionalism and service excellence.

Key Responsibilities

Leadership, Team Development & Quality Assurance

• Lead, mentor, and develop business services staff within the Tax Advisory team, providing guidance on technical matters, workflow management, and professional development.
• Review compliance jobs, financial statements, and tax‑related work prepared by junior staff, ensuring accuracy, clarity, and adherence to accounting standards and tax legislation.
• Provide constructive review points and on‑the‑job training to address technical knowledge gaps across both business services and tax fundamentals.
• Monitor team KPIs, manage minor performance issues, and contribute to formal performance review processes.
• Confidently step into leadership responsibilities in the absence of senior tax leadership.

Business Services & Financial Reporting

• Oversee the preparation and review of financial statements and workpapers for a diverse portfolio of clients, ensuring timely delivery and high‑quality output.
• Prepare and review complex multi‑entity jobs, demonstrating expert knowledge of Xero, MYOB, XPM, and related software.
• Produce clear, well‑structured workpapers that set a standard for junior team members and support tax advisory workflows.
• Complete special advisory work including forecasts, budgets, structuring considerations, and other value‑add engagements.
• Maintain strong understanding of family group structures and entity interactions, including trading, investment, and beneficiary relationships.

Tax Compliance Integration

• Prepare and review tax compliance work as required, including individual, corporate, trust, BAS/IAS, payroll tax, and FBT returns.
• Ensure business services outputs (financial statements, workpapers, reconciliations) align with tax advisory requirements and support accurate tax outcomes.
• Provide basic tax guidance to clients and team members, escalating complex matters to senior tax leadership where appropriate.
• Delegate tax research tasks to junior staff and provide feedback on accuracy and quality.
• Maintain up‑to‑date knowledge of relevant Australian tax legislation and communicate key changes to clients and the team.

Workflow, Budgeting & Process Improvement

• Manage workflow autonomously, including proactive delegation, prioritisation, and accurate budget forecasting with minimal write‑offs.
• Identify opportunities for process improvements across business services and tax processes, contributing to best‑practice methodologies within the Tax Advisory team.
• Support senior leadership in operational initiatives and complex technical matters.

Client Relationship Management

• Build and maintain strong client relationships through proactive communication, timely responses, and deep understanding of client industries and regions.
• Provide clear, practical solutions to complex accounting and tax‑related issues.
• Uphold professionalism, integrity, and exceptional client service standards.

Key Skills & Attributes

• Demonstrated leadership capability with experience mentoring junior staff.
• Strong analytical and problem‑solving skills with exceptional attention to detail.
• Excellent written and verbal communication skills, including the ability to prepare clear, concise client correspondence.
• Ability to manage multiple priorities, workflows, and deadlines independently.
• Advanced technical knowledge across financial reporting, compliance, and foundational tax principles.
• Strong relationship‑building skills and a client‑centric approach.
• Adaptability and proactive commitment to continuous learning and industry awareness.
• High level of professionalism, integrity, and service excellence.

Qualifications & Experience

• Bachelor’s degree in accounting.
• Professional qualifications such as CA ANZ, CPA Australia, or CTA highly regarded.
• Minimum 4+ years’ experience in public practice accounting.
• Demonstrated experience preparing and reviewing financial statements, workpapers, and multi‑entity jobs.
• Knowledge of tax principles and experience reviewing individual, corporate, trust, BAS/IAS, payroll tax, and FBT returns.
• Proficiency in Xero, XPM, MYOB, and related accounting/tax software.
• Experience preparing forecasts, budgets, and advisory‑type work.
• Proven ability to research technical topics and draft basic advice when required

Why choose Exant?

• People and relationships first – Relationships are at the core of our client service and our culture. We work with people who share our values and vision for success.
• Holistic expertise – Drawing on 40+ years of experience in business and with a vibrant, forward-thinking approach, we anticipate challenges and seize opportunities, bringing together the best of experience and new ideas. Here, you’ll be part of a team where insight, energy, and innovation shape client success every day.
• Collaborative environment – We thrive on working together, sharing ideas, and empowering every voice. Here, your curiosity is valued and your input drives real solutions.
• Growth and opportunity – Whether you’re just starting out or bringing years of experience, you’ll find room to grow. We nurture your development, support your ambitions, and celebrate your success.
• Forward-thinking mindset – We embrace new thinking, challenge ourselves, and stay ahead of industry trends to deliver outstanding outcomes for our clients—and for you.

What sets us apart?

• Empowered teams – We strive for the right balance between work and life. Our staff are empowered to deliver quality services to our clients every day. We encourage you to ask questions, apply new thinking, and shape our future.
• Tailored solutions – No “off the shelf” advice here. You'll help craft bespoke strategies that make a real impact for clients.
• Dynamic learning – Our commitment to continuous learning means you’ll always have opportunities to expand your expertise and grow as a professional.
• Trusted by clients – Clients rely on us for our insight, dedication, and genuine partnership. You’ll build meaningful relationships that last.

Join us

At Exant, you’ll be part of a team that values who you are and who you want to become. We are invested in you and your future.

Ready to find out what’s possible when your ideas and ambitions are truly valued?

Explore your future at Exant.

Experience. New thinking.