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
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
Strong 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
Adaptable 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.
This role is open to Australian residents only.
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📌 Senior Bookkeeper/Client Lead (Sydney)
🏢 Snappy Business Consulting
📍 Sydney