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 prospect 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
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
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
Strong organisational skills with the ability to manage competing deadlines
Proactive, commercially minded and comfortable providing advisory support
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
For more information about our firm, visit:
#J-*****-Ljbffr

📌 Client Manager (New South Wales)
🏢 Traverse Accountants
📍 New South Wales