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 solid client relationships.
We offer a supportive, team-oriented environment where professionals are encouraged to develop, contribute, and make a real impact.About the RoleAn 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.ResponsibilitiesManage a portfolio of business and high-net-worth clientsLead client relationships, meetings and ongoing communicationProvide proactive tax planning, structuring and business adviceIdentify opportunities to add value and deepen client relationshipsSupport complex advisory and consulting engagementsContribute to client retention and business development initiativesTechnical & ComplianceReview and finalise financial statements, tax returns,



BAS and supporting workpapersOversee complex tax and accounting matters prior to Director sign-offLead annual tax planning for business and high-income clientsProvide technical guidance and advice to clients and team membersLiaise with the ATO and ASIC on complex client mattersRemain hands-on with complex client work where requiredCoach, mentor and develop accountants within the Business Services teamDelegate and review work, providing clear and constructive feedbackManage workflow, deadlines and lodgement requirements across your portfolioMonitor WIP, billings, productivity and client deliveryWork collaboratively with the Director and broader team to manage priorities and capacityContribute to training and continuous improvement across the practiceQualifications8+ years experience in Business Services / Public Practice, including experience at Manager or Supervisor levelStrong technical knowledge of Australian tax and accounting standardsDemonstrated experience managing a portfolio of clientsExperience reviewing work and coaching or supervising accounting staffExcellent communication and client relationship management skillsStrong organisational skills with the ability to manage competing deadlinesProactive, commercially minded and comfortable providing advisory supportValid Australian work rights (no sponsorship required)Required SkillsXero, XPM and all similar accounting softwareFYI Elite and DocumentsBGL & CAS for Corporate SecretarialStrong proficiency in Microsoft Products (Word, Excel skills etc)Experience in using automations and workflow toolsFor more information about our firm, visit:
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📌 Client Manager (New South Wales)
🏢 Traverse Accountants
📍 New South Wales