Norwest location - hybrid arrangements once settled into the roleStable, client-facing role with an established but growing businessMy client is an integrated financial services practice offering expertise across wealth management, accounting & tax, SMSF and estate planning.
They service a broad range of individuals, families, and business owners.The firm has a 20 + year history in the market and continues to grow through strategic acquisitions.
The business has multiple offices across NSW and a combined team of 50+ staff - 10 of which sit in their accunting and tax division.They are now seeking a proactive Accountant/Client Manager to join their tax team.
This role is responsible for managing a portfolio of approx.
$400k in annual fees - with clients across a wide variety of industries.Your role will involve preparing compliance work, reviewing the work of offshore staff, and delivering high-quality advisory services.
The ideal candidate will not only have a strong technical foundation but excellent client-facing and relationship building skills – being the key point of contact for their portfolio.This role has come about due to a long-standing staff member transitioning into a new role within the business.As a practice they use Xero/XPM as their main accounting software.




They currently use timesheets but are looking at moving to a fixed fee model in the future.This role has the option to work out of the firms CBD or Norwest location with hybrid work arranagements on offer once settled into the team.
This is an excellent opportunity to join a high-growth business with robust long-term progression opportunities.Key duties will include:Managing a portfolio of clients from end-to-endResponding to client queries, liaising with the ATO/ASIC and other external service providersPreparing and reviewing financial statements, tax returns, BAS, IAS & FBT returnConducting tax planning and provide strategic tax adviceAssisting select clients with budgeting, forecasting, cashflow, and preparing management reportsThe ideal candidate will possess:A relevant tertiary degree and IPA/CA/CPA qualification5 + years experience in public practiceStrong communication skills and experience with direct client communication/relationship managementPractical experience with Xero & MYOB softwareStrong analytical and problem-solving skills.The ability to work independely and manage multiple competiting priorites
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📌 Senior Accountant/Client Manager (New South Wales)
🏢 Lawson Elliott Recruitment
📍 New South Wales