About the Company

Traverse Accountants is a boutique Chartered Accounting firm based in Sydney's Millers Point. We specialise in Taxation, Advisory, Corporate and Business Services, working closely with a diverse portfolio of clients including high-net-worth individuals and growing businesses. Our firm is built on collaboration, technical excellence, and strong client relationships. We offer a supportive, team-oriented environment where professionals are encouraged to develop, contribute, and make a real impact.

About the Role An opportunity exists for an experienced Client Manager to join our Business Services team. This is a senior, client-facing role combining portfolio management, technical oversight, advisory and team leadership. Working closely with the Director, you will take ownership of key client relationships, oversee the quality and delivery of work across your portfolio, and coach and develop members of the accounting team.

Responsibilities

Client Management & Advisory

- Manage a portfolio of business and high-net-worth clients
- Lead client relationships, meetings and ongoing communication
- Provide proactive tax planning, structuring and business advice
- Identify opportunities to add value and deepen client relationships
- Support complex advisory and consulting engagements
- Contribute to client retention and business development initiatives

Technical & Compliance

- Review and finalise financial statements, tax returns, BAS and supporting workpapers
- Oversee complex tax and accounting matters prior to Director sign-off
- Lead annual tax planning for business and high-income clients
- Provide technical guidance and advice to clients and team members




- Liaise with the ATO and ASIC on complex client matters
- Remain hands-on with complex client work where required

Team & Practice Leadership

- Coach, mentor and develop accountants within the Business Services team
- Delegate and review work, providing clear and constructive feedback
- Manage workflow, deadlines and lodgement requirements across your portfolio
- Monitor WIP, billings, productivity and client delivery
- Work collaboratively with the Director and broader team to manage priorities and capacity
- Contribute to training and continuous improvement across the practice

Qualifications

- 8+ years experience in Business Services / Public Practice, including experience at Manager or Supervisor level
- Strong technical knowledge of Australian tax and accounting standards
- Demonstrated experience managing a portfolio of clients
- Experience reviewing work and coaching or supervising accounting staff
- Excellent communication and client relationship management skills
- Solid organisational skills with the ability to manage competing deadlines
- Proactive, commercially minded and comfortable providing advisory support
- CA or CPA qualification desired
- Valid Australian work rights (no sponsorship required)

Required Skills

- Xero, XPM and all similar accounting software
- FYI Elite and Documents
- BGL & CAS for Corporate Secretarial
- Strong proficiency in Microsoft Products (Word, Excel skills etc)
- Experience in using automations and workflow tools

How to Apply

If you're an experienced Business Services professional looking to take greater ownership of clients, people and advisory work within a supportive and high-performing team, apply now.

For more information about our firm, visit: www.traverseaccountants.com.au

📌 Client Manager (Sydney)
🏢 Traverse Accountants
📍 Sydney