Tax & Virtual CFO Manager

About Next Level Accountants

Next Level Accountants (NLA) is a growing, dynamic accounting practice specialising in tailored financial and advisory services for Australian trades and construction businesses. They help clients with revenues between $1M and $10M achieve sustainable growth through expert tax compliance, bookkeeping, consulting, and innovative Virtual CFO solutions focused on job profitability, cash flow, pricing, and strategic decision-making.

Based in beautiful Torquay, NLA pride themselves on technical expertise, keeping things simple, building strong client relationships, and creating a genuinely enjoyable workplace.

The Opportunity

They are seeking an experienced Tax & Virtual CFO Manager to join their small, high-performing team.

You will lead tax compliance and team delivery while personally managing a portfolio of clients across Australia. You’ll deliver integrated Virtual CFO services through regular virtual client meetings, blending proactive tax planning with forward-looking business advisory.

This office-based role in Torquay (with some flexibility) reports directly to the Director and offers a genuine opportunity to shape our growing Virtual CFO and advisory services as NLA scale toward their FY30 goals.

Key Responsibilities

Tax Compliance & Team Leadership

• Manage end-to-end tax compliance for a portfolio of SME clients, including income tax returns, GST, FBT, PAYG, workpapers, and ATO lodgements
• Identify and implement proactive tax planning opportunities and strategies
• Lead, mentor, and develop a small team of tax and accounting professionals
• Maintain the highest technical standards and ensure timely, accurate delivery

 Virtual CFO & Client Advisory

• Lead regular virtual CFO client meetings, providing cash flow forecasting, budgeting, KPI reporting, performance reviews, and strategic financial guidance
• Integrate tax planning into broader business advisory discussions to deliver actionable insights
• Build and strengthen long-term client relationships through high-impact virtual strategy sessions
• Identify opportunities to increase client value and contribute to business development

 Practice Contribution

• Support the continued growth and refinement of their Virtual CFO service offering
• Improve internal processes and help evolve their advisory services
• Collaborate closely with the Director and team on integrated client solutions

About You

• CA, CPA or CTA qualified (or close to completion)
• 6+ years’ experience in tax and accounting, with at least 2–3 years at a managerial level in public practice
• Proven track record leading client advisory or Virtual CFO-style meetings
• Strong technical knowledge of Australian tax law (ITAA, GST, FBT, Division 7A, etc.)
• Excellent communication skills and confidence facilitating virtual client sessions with business owners
• Experience managing a small team and delivering high-quality work under deadlines
• Comfortable working with cloud-based tools and modern practice management systems
• Industry experience in trades, construction, or project-based businesses highly regarded
• Understanding of businesses in the $1M–$10M revenue range (or similar experience from larger organisations) is a strong advantage

What NLA Offer

• Competitive salary package with performance incentives
• Senior-level, advisory-focused work with genuine impact on client businesses
• Opportunity to help shape and grow their Virtual CFO and advisory offerings
• Supportive, collaborative small-team culture with a strong focus on work-life balance
• Professional development, ongoing training, and team events
• Great lifestyle benefits — work in coastal Torquay with easy access to the Surf Coast

If you are a technically strong Tax Manager who thrives on strategic client advisory and wants to work in a values-driven practice with real growth potential, apply now!