Job Description

Full Time

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

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Role Overview

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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.

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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.

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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.

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

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

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Key Responsibilities

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Client Management & Advisory Support

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- Manage a portfolio of bookkeeping clients across a range of industries
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- Act as a key point of contact for client communication and support
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- Build strong client relationships through proactive communication and follow-up
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- Assist clients in understanding their financial position and business performance
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- Identify opportunities to improve client systems, workflows, and bookkeeping processes
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- Support the Directors with maintaining high-quality client service standards
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- Maintain accurate Xero files and bookkeeping records
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- Perform bank, credit card, loan, and balance sheet reconciliations
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- Process accounts payable and accounts receivable functions where required
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- Assist with month-end and quarter-end bookkeeping procedures
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- Prepare files for accountant review and year-end processing
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- Maintain efficient bookkeeping systems and internal workflows
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Payroll & Compliance

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- Process payroll accurately and on time
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- Manage superannuation obligations and payroll compliance requirements
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- Prepare BAS and IAS working papers for review and lodgement
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- Maintain compliance with GST, payroll, and bookkeeping obligations
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- Ensure client files remain compliant and review-ready
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Reporting & Business Support

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- Prepare business performance reports and KPI reporting for clients
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- Assist clients in understanding cash flow and financial performance trends
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- Provide support to clients around Xero reporting and bookkeeping systems
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- Work collaboratively with the accounting team to support client outcomes
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Systems & Process Improvement

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- Maintain organised and accurate digital records
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- Support ongoing improvement of internal bookkeeping systems and workflows
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- Utilise software including Xero, Dext, Hubdoc, Xero Practice Manager, and related systems
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- Assist with workflow coordination and process documentation
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Skills & Experience

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- 3+ years bookkeeping experience within a bookkeeping firm or public practice environment preferred
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- Strong working knowledge of Xero is essential
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- Advanced proficiency in Xero reporting capabilities is required
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- Experience with Xero Practice Manager (XPM), Dext, Hubdoc, or similar systems highly regarded
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- Strong understanding of GST, BAS preparation, payroll,



and superannuation compliance
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- Excellent organisational and time management skills
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- Strong attention to detail and accuracy
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- Ability to manage multiple clients and deadlines effectively
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- Professional communication and client relationship skills
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- Ability to take initiative and manage workflow independently
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Success in This Role

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- A successful Client Lead ensures clients receive accurate, timely, and proactive bookkeeping support by:
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- Maintaining accurate and review-ready bookkeeping records
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- Providing responsive and professional client communication
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- Meeting payroll, BAS preparation, and reporting deadlines consistently
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- Supporting improvements in client processes and operational efficiency
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- Contributing positively to team culture and collaboration
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This enables the Directors and accounting team to deliver high-quality bookkeeping, accounting, and advisory services to clients.

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Why Join Snappy Business Consulting?

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- Supportive and approachable team environment
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- Adaptable working arrangements available for the right candidate
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- Genuine work-life balance focused on efficiency, not long hours
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- Opportunities for professional development and career growth
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- Modern, forward-thinking bookkeeping, tax accounting and advisory firm
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At Snappy Business Consulting, we believe bookkeeping should be simple, efficient, and valuable for our clients — and rewarding for our team.

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About Snappy Business Consulting

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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.

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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.

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This role is open to Australian residents only.

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📌 Senior Bookkeeper/Client Lead (New South Wales)
🏢 Snappy Business Consulting
📍 New South Wales