The Company

Our client is a growing, privately owned accounting and advisory firm based in Sydney CBD. Known for their progressive approach, they combine the trusted relationships and high-quality advice of an established practice with a contemporary, forward-thinking way of working.

Technology, efficiency and continuous improvement are embedded in the firm's culture, with a genuine focus on working smarter and delivering an exceptional experience for their clients.

With continued growth across the business, they are now looking for another experienced Client Relationship Manager to join their team.

The Role

This is a varied and highly client-facing position where you'll become a key point of contact for a portfolio of clients while providing high-quality support to the firm's Client Advisers and accounting team.

You'll build genuine, long-term relationships with clients, coordinate their day-to-day requirements and help ensure work moves efficiently through the firm.

Importantly, this isn't simply a traditional administration role. You'll be encouraged to take ownership, identify opportunities to improve the way things are done and contribute ideas around process, efficiency and the overall client experience.

Responsibilities

- Develop strong, genuine relationships with clients and become a trusted point of contact
- Manage client enquiries, correspondence and day-to-day requirements
- Provide proactive support to Client Advisers and the broader team
- Coordinate client appointments, meetings, documentation and follow-up actions




- Assist with workflow management, including calling in work and monitoring progress and efficiency
- Manage corporate compliance requirements, lodgements, annual statements, ATO debts and payments
- Prepare proposals, engagement letters, correspondence and reports
- Monitor Client Adviser inboxes and calendars

About You

If you are someone who enjoys working with people, likes being across the detail and wants the opportunity to make an impact within a progressive accounting firm, this could be for you.

- Minimum 2+ yrs experience in administration within a professional services environment (accounting firm desirable)
- Strong verbal and written communication
- Passionate about delivering excellent client service
- Strong organisational skills with attention to detail
- Proactive, adaptable, and a team player
- Intermediate proficiency with Microsoft Office programs (Word, Excel, Outlook).
- Exposure to Xero, NowInfinity, Practice Ignition, ATO/ASIC portals or similar accounting practice software would be advantageous

Benefits

- Young, progressive and upbeat team workplace
- Hybrid working - 1 day wfh
- Ongoing training and development to enhance skills in client services
- Clear career progression pathways
- Modern and central CBD office
- Annual discretionary bonus

How to Apply

Click APPLY to submit your application or reach out for a confidential chat
to Kerry Bywater on 04•• ••• 161 or ••••@calidusgroup.com.au for more details.

📌 Client Services Manager (Sydney)
🏢 Calidus Group
📍 Sydney