Workflow & Client Operations Lead (Accounting)

Workflow & Client Operations Lead (Accounting)

Lead workflow outcomes. Drive operational excellence. Enhance the client experience.

At MB+M, exceptional client service starts long before advice is delivered or work is completed.

It starts with ensuring client work flows efficiently through the business, priorities remain clear, communication is proactive, and commitments are delivered.

We're looking for a Workflow & Client Operations Lead to take ownership of workflow across our accounting division. Working closely with Managers and Advisors, you'll provide leadership, direction, and oversight of workflow, helping ensure client work progresses efficiently from commencement to completion.

Success in this role will be measured by your ability to keep client work progressing, improve workflow efficiency, drive accountability, and support the delivery of exceptional client service across the accounting team.

As MB+M continues to grow, this role offers the opportunity to influence how work is delivered across the business and may evolve to include future team people managing responsibilities.

What You’ll Do

Help ensure every client receives an exceptional experience by supporting the efficient progression of work through the business.

- Provide leadership and oversight of workflow, capacity, and priorities across the accounting team, ensuring client commitments are delivered on time.
- Assist stalled or delayed client work to progress by removing roadblocks, coordinating actions, and maintaining momentum.




- Drive accountability for workflow progression by identifying bottlenecks, challenging delays, and influencing outcomes across teams.
- Provide Managers & Advisors with meaningful workflow insights to support prioritisation, resourcing, and aid effective business decisions.
- Identify opportunities to improve efficiency, reduce delays, and enhance the client experience.
- Partner with team members across the business to ensure work moves smoothly and clients remain informed and supported.
- Support operational initiatives that improve workflow visibility, service delivery, reporting insight, system efficiencies and business performance.

About You

We're looking for someone who combines solid operational thinking with a genuine passion for client service.

You will be:

- Passionate about delivering exceptional client service
- Highly organised and proactive
- Comfortable making decisions and influencing outcomes
- Able to build relationships and drive accountability
- Commercially minded and solutions-focused
- Someone who takes ownership and gets results
- Motivated by leadership opportunities and driving positive change

You may have experience in workflow coordination, operations, project coordination, professional services, client service leadership, office management,



practice management or a similar environment.

Experience in accounting or professional services is highly regarded, but not essential.

Most importantly, we're looking for someone who enjoys making things happen, helping others succeed and ensuring clients receive an outstanding experience.

Why MB+M?

We're a people-first professional services firm that values teamwork, accountability, growth and delivering exceptional outcomes for our clients.

When you join MB+M, you'll enjoy:

- A supportive and collaborative team culture
- A respected and established regional firm
- Diverse and meaningful work
- Opportunities to contribute ideas and influence business improvement
- Ongoing learning and development opportunities
- Active social club and team events
- Discounted firm services
- A role where your contribution is visible, valued and genuinely makes a difference

Most importantly, you'll join a team that enjoys working together, supports one another and takes pride in helping clients achieve their goals.

If you're looking for a role where your organisational skills, initiative and leadership capability will be genuinely valued, we'd love to hear from you.

MB+M encourages applications from candidates who may not meet every requirement but can demonstrate the skills, attitude, and potential to succeed.

MB+M is managing this recruitment process directly. We kindly ask that recruitment agencies do not contact us regarding this role. Sponsorship is not available for this position.

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📌 Workflow & Client Operations Lead (Accounting) (Shepparton)
🏢 MB+M
📍 Shepparton