- Own a portfolio of clients, including complex or high‑value engagements
- Act as a trusted senior contact, resolving issues with sound judgement
- Ensure clear, timely and professional communication
- Influence client retention, confidence and long‑term relationships
- Act as escalation point for complex or high‑risk matters
Quality, compliance and risk
- Ensure all work meets qualified, regulatory and ethical standards
- Exercise independent judgement on non‑routine technical matters
- Identify and manage risks to clients and the firm
- Maintain oversight of team outputs and ensure quality through review and leadership
WIP and fee recovery
- Manage workflow, scoping and allocation of work across the team
- Drive sustainable fee performance and recoverability
- Review WIP and invoicing aligned with firm expectations
Team leadership and development
- Lead, coach and mentor team members
- Build capability, judgement and confidence in others
- Provide timely feedback, guidance and escalation support
- Lead performance and development discussions,
ideally with experience using formal review processes such as half-yearly reviews
Ideal Candidate
- 7+ years’ professional experience in public practice accounting
- Demonstrated experience leading people and managing outcomes
- Proven ability to exercise independent judgement in complex situations
- Strong client management and relationship skills
- High level communication and influencing capability
- Strong organisational skills with ability to manage competing priorities
- Commercial mindset with an understanding of fees, workflow and performance
- Degree in Accounting or Finance
- CA or CPA (completed or working towards)
- Detail focused, organised and reliable with strong time management and the ability to manage competing priorities
- Clear written and verbal communication skills and able to build positive working relationships with clients and direct reports
Systems experience
- Xero, MYOB
- BGL 360, MYOB AE, CAS (highly desirable)
- Intermediate MS Office
📌 Manager (Mount Lawley)
🏢 Letizia Palmer
📍 Mount Lawley
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