? Penrith NSW (Hybrid)
? Reports To: Directors

Full Time

Salary: $70,000 – $90,000 + Superannuation + Performance Bonus

Role Overview

The Client Lead/Senior Bookkeeper is responsible for managing a portfolio of small and medium business clients while overseeing the delivery of high-quality bookkeeping, compliance preparation, and client support services.

Working closely with the Directors and accounting team, this role combines senior bookkeeping responsibilities with proactive client relationship management. The Client Lead/Senior Bookkeeper plays a key role in ensuring clients receive accurate financial information, timely compliance support, and guidance to help improve their business operations and financial processes.

The role includes management of Xero files, payroll processing, BAS and IAS preparation (for review and lodgement by senior staff), reporting, workflow coordination, client communication, and support with year-end accounting processes.

Experience with law firms/ trust accounting or NDIS related businesses will be highly regarded, but is not essential.

This role requires strong technical bookkeeping knowledge, attention to detail, leadership qualities, and professionalism when dealing with clients and confidential financial information.

Key Responsibilities

Client Management & Advisory Support

- Manage a portfolio of bookkeeping clients across a range of industries

- Act as a key point of contact for client communication and support

- Build strong client relationships through proactive communication and follow-up

- Assist clients in understanding their financial position and business performance

- Identify opportunities to improve client systems, workflows, and bookkeeping processes

- Support the Directors with maintaining high-quality client service standards

Bookkeeping & Financial Management

- Manage end-to-end bookkeeping for client files

- Maintain accurate Xero files and bookkeeping records

- Perform bank, credit card, loan, and balance sheet reconciliations

- Process accounts payable and accounts receivable functions where required

- Assist with month-end and quarter-end bookkeeping procedures





- Prepare files for accountant review and year-end processing

- Maintain efficient bookkeeping systems and internal workflows

Payroll & Compliance

- Process payroll accurately and on time

- Manage superannuation obligations and payroll compliance requirements

- Prepare BAS and IAS working papers for review and lodgement

- Maintain compliance with GST, payroll, and bookkeeping obligations

- Ensure client files remain compliant and review-ready

Reporting & Business Support

- Prepare business performance reports and KPI reporting for clients

- Assist clients in understanding cash flow and financial performance trends

- Provide support to clients around Xero reporting and bookkeeping systems

- Work collaboratively with the accounting team to support client outcomes

Systems & Process Improvement

- Maintain organised and accurate digital records

- Support ongoing improvement of internal bookkeeping systems and workflows

- Utilise software including Xero, Dext, Hubdoc, Xero Practice Manager, and related systems

- Assist with workflow coordination and process documentation

Skills & Experience

- 3+ years bookkeeping experience within a bookkeeping firm or public practice environment preferred

- Strong working knowledge of Xero is essential

- Advanced proficiency in Xero reporting capabilities is required

- Experience with Xero Practice Manager (XPM), Dext, Hubdoc, or similar systems highly regarded

- Strong understanding of GST, BAS preparation, payroll, and superannuation compliance

- Excellent organisational and time management skills

- Solid attention to detail and accuracy

- Ability to manage multiple clients and deadlines effectively

- Professional communication and client relationship skills

- Ability to take initiative and manage workflow independently





Success in This Role

A successful Client Lead ensures clients receive accurate, timely, and proactive bookkeeping support by:

- Maintaining accurate and review-ready bookkeeping records

- Providing responsive and professional client communication

- Meeting payroll, BAS preparation, and reporting deadlines consistently

- Supporting improvements in client processes and operational efficiency

- Contributing positively to team culture and collaboration

This enables the Directors and accounting team to deliver high-quality bookkeeping, accounting, and advisory services to clients.

Why Join Snappy Business Consulting?

- Supportive and approachable team environment

- Flexible working arrangements available for the right candidate

- Genuine work-life balance focused on efficiency, not long hours

- Opportunities for professional development and career growth

- Modern, forward-thinking bookkeeping, tax accounting and advisory firm

At Snappy Business Consulting, we believe bookkeeping should be simple, efficient, and valuable for our clients — and rewarding for our team.

About Snappy Business Consulting

At Snappy Business Consulting, we partner with small and medium businesses to simplify financial processes, improve cash flow visibility, and provide confidence in their numbers.

Our culture is supportive, down-to-earth, and team-focused. We value professionalism, initiative, and building strong long-term relationships with both our clients and our team members.

How to Apply

Please submit your resume via Seek.

Instead of a traditional cover letter, we ask applicants to record a short 1–2 minute Loom video (Log into Loom | Loom) introducing yourself and answering the following questions:

- Why you enjoy bookkeeping

- What you are looking for in your next role

- A brief example of how you have helped improve a client process or outcome

Please include your Loom link with your application. We are not looking for a polished presentation — just an opportunity to get to know you better.

Please note: This role is open to Australian residents only.

📌 Senior Bookkeeper/Client Lead (Penrith)
🏢 Snappy Business Consulting
📍 Penrith