Tax Manager

Location:
Hybrid / Sydney Preferred

Contract Type:
Full Time

Package:
Starting from $130,000 Base Competitive base + super + performance bonus

We are looking for an experienced Tax Manager to join our team at Lucent Advisory Group. This role is ideal for a highly skilled tax professional with a proven track record in small business taxation, client development, and team leadership.

The successful candidate will play a pivotal role in managing client relationships, overseeing service delivery, and driving operational efficiencies.

With a clear path to partnership within 3-5 years, this position offers the opportunity to earn shareholding and eventually take ownership of a substantial client book, contributing to the firm's long-term growth.

This is for someone who wants real responsibility, real influence and a clear path to long-term upside.

Key Responsibilities

  • Lead and manage a team of at least 3 senior accountants, providing guidance, mentoring, and performance oversight to ensure high-quality deliverables and professional development.

  • Oversee technical tax advisory and compliance services for small business clients, including tax planning, returns, audits, and strategic advice to optimize tax outcomes.

  • Drive client retention strategies, maintaining strong relationships and ensuring exceptional service delivery to foster loyalty and organic growth.

  • Manage and expand a client book valued at over $600k, identifying opportunities for upselling services and cross-referrals.

  • Contribute to process improvements across the firm, streamlining workflows, implementing best practices, and enhancing operational efficiency.

  • Collaborate with senior leadership on firm-wide initiatives, including staff management, resource allocation, and client service enhancements.

  • Prepare for progression to partnership by demonstrating leadership in managing staff, processes, and client portfolios.


    Qualifications and Experience

  • Bachelor's degree in Accounting, Finance, or a related field; CPA or CA qualification is essential.

  • Extensive experience in technical tax for small businesses, with a deep understanding of

    Australian tax laws, deductions, incentives, and compliance requirements.

  • Proven track record of developing and managing a client book exceeding $600k in annual fees.

  • Strong understanding of group structuring to optimise for client outcomes

  • Proficient in entity establishments including SMSF, trust, and companies

  • Demonstrated success in client retention, with a focus on building long-term relationships and

    achieving high satisfaction rates.

  • At least 5 years of experience in a managerial role, including leading a team of senior

    accountants or similar professionals.

  • Strong leadership and interpersonal skills, with the ability to motivate teams and manage

    performance effectively.

  • Ambition to advance to partnership within 3-5 years, with a passion for business development

    and operational management.

  • Excellent communication, analytical, and problem-solving abilities.

  • Proficiency in accounting software (e.g., Xero, NowInfinity, Class, FYI Docs) and tax preparation

    tools.

    What We Offer

  • Competitive salary package commensurate with experience, including performance-based bonuses.

  • Clear pathway to partnership within 3-5 years, with opportunities to earn shareholding based on contributions to firm growth.

  • Autonomy to eventually manage and own your client book, providing long-term financial and professional rewards.

  • Professional development support, including ongoing training, conferences, and mentoring.

  • Flexible working arrangements, including hybrid options to suit your lifestyle.

  • A supportive, collaborative culture with regular team events and a focus on work-life balance.

  • Comprehensive benefits, including health insurance, superannuation contributions, and paid

    parental leave.

What You’ll Get

• Competitive base starting $130,000 + super
• Performance bonuses
• Structured profit share pathway
• Direct exposure to founders
• Flexible hybrid structure
• Zero politics
• High standards, low ego environment

If you want safety, this isn’t the role.

If you want influence, growth and long-term upside — we should talk.

Apply Now