About the role

As Client Services Manager, you'll be in the engine room of the firm. You'll keep work moving, keep clients informed and free up our advisors to focus on high-value client work.

You'll Service our clients , from requesting client information and making sure we receive it, through to managing jobs, lodgements and invoicing. You'll work alongside a Client Services Assistant, reporting to a Director and partnering closely with our Practice Manager, Advisors and wider team.

Key responsibilities

- Contact clients directly and lead the follow-up to get the information we need to start jobs on time

- Manage workflow and capacity planning so our accounting team has a steady pipeline of work

- Run regular, structured workflow meetings with the Advisor team to keep client expectations and business targets on track

- Own the processes for bringing work into the office, including information requests and allocating work to the team

- Track jobs through the system and work with the Practice Manager to spot bottlenecks and improve turnaround times

- Monitor ATO deadlines and the lodgement program throughout the year, and lodge approved client tax forms

- Take administrative tasks off the Advisors' plates

- Look for ways to lift team productivity, automate tasks and get more out of our practice management systems and software

About you

- A background in accounting or professional services is highly regarded

- Solid understanding of compliance obligations and ATO deadlines

- Proficient in Microsoft Office and practice management software (ideally Xero Practice Manager)

- Strong organizational and time management skills, with a track record of meeting deadlines and planned results

- Confident with clients and able to build good working relationships with people at every level

- You follow process,



systems and legislative requirements, and make decisions based on data

- You enjoy working in a collaborative team and taking ownership

Benefits

- Career development: a personalized career pathway roadmap, regular one-on-one mentoring with a senior leader, monthly learning sessions, and a training and further education plan

- Study support: paid study leave and reimbursement of CA/CPA tuition fees and membership fees

- Flexibility: a modern flexible work policy with work from home arrangements, flexible start and finish times, paid parental leave, and the option to purchase additional annual leave through our Summer Leave policy

- Financial rewards: regular salary reviews with transparent discussions, quarterly team incentives, and staff and client referral bonuses

- Wellbeing: $300 each year towards wellbeing activities, confidential counselling through our Employee Assistance Program, optional flu vaccinations, plus fresh fruit and a state-of-the-art coffee machine

- Social and community: Friday night drinks, quarterly functions, sporting events and celebrations, and our annual Run For The Kids event supporting the Royal Children's Hospital

About us

Tate Partners is an East Melbourne accounting and advisory firm. We work with business owners, directors and individuals on tax, business advisory, bookkeeping, SMSF, CFO support, succession planning and financial planning. With the right strategy, a explicit action plan and expert support, we help our clients make confident decisions about tax and building wealth. Our tagline says it all: Let's make it happen.

Our people come first. We develop talent from within, and we reward excellent performance with greater challenges and opportunities. Our values guide everything we do: Respect, Professional, Honest, Nurture and Educate, Think, Deliver and Own it.

Strictly No Recruitment agencies please.

📌 Client Services Manager (East Melbourne)
🏢 Tate Partners
📍 East Melbourne