05 Aug
|
YML Group
|
New South Wales
05 Aug
YML Group
New South Wales
7d ago , from Illawarra Mercury Job Board
This is a senior, client-facing role for an experienced tax professional who wants to own and grow their own portfolio — not simply service one.
You'll take full responsibility for a book of business, deepen relationships with existing clients, and win new ones, backed by the autonomy, support, and explicit pathway to Director / Partner that comes with an established, multi-disciplinary firm.
If you're operating at — or ready to step up to — Director or Partner level, and you want your ability to build and grow a client list recognised and rewarded, we'd like to hear from you.
About the Role
Own and grow your client list through business development, referrals, and trusted-adviser relationships.
Act as the primary point of contact and strategic adviser for a portfolio of business and private clients.
Take end-to-end ownership of client engagements — scoping, WIP management, billings, lodgement obligations, correspondence, and overall client satisfaction.
Prepare and review complex financial statements and tax returns in line with regulatory, accounting, and financial reporting standards, supported by clear, concise work papers.
Deliver tax advice, business valuations, and broader business advisory services.
Lead, review, and mentor team members — including our overseas office — maintaining a high standard of quality assurance.
About You
8–10+ years' experience in Australian business services and taxation, ideally at Senior Manager, Director, or Partner level.
A demonstrated track record of building, growing, and retaining a client portfolio.
Strong business-development instincts — comfortable networking, generating referrals, and winning new work.
Proven ability to lead and mentor accounting teams.
Deep technical expertise across complex tax, financial statements, and business advisory.
Commercial acumen and sound, client-focused advisory judgement.
Experience with XPM, FYI, Xero, and Excel.
Excellent communication and relationship-building skills, with the ability to work autonomously and as part of a team.
What's on Offer
A genuine pathway to Director / Partnerfor the right person.
Ownership of your own client portfolio, with the autonomy to grow it your way.
A competitive package plus a business-development incentivethat rewards the growth you generate.
The backing of an integrated firm of 130+ professionals spanning accounting, finance, financial planning, super solutions, legal, and business services.
Workplace flexibility and a genuine work–life balance culture.
Continuous training and professional development, structured career progression, a bonus system, and a referral program.
A collaborative, friendly team — plus a fully equipped kitchen, regular team activities, Employee Excellence Awards, and Friday drinks.
About YML Group
YML Group is an integrated financial services business built on specialised divisions that can be accessed individually or as a collaborative service — across accounting, finance, financial planning, super solutions, innovation, legal, and business services.
We take pride in offering our clients uncompromising service and expertise in the creation, protection, and preservation of their assets and wealth.
As a dynamic team of more than 130 professionals and accountants across Australia, the Philippines, and China, the YML family prides itself on a friendly, warm, and accessible approach.
Learn more about us at .
#J-*****-Ljbffr
📌 Senior Accountant – Client Manager (New South Wales)
🏢 YML Group
📍 New South Wales