Job Description

Accord Accountants and Advisors is a modern, forward-thinking family-owned accounting & financial planning firm based in Fremantle, Western Australia, established in 1996.

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We serve a high-quality diverse client base of high net worth family groups and small to medium-sized enterprises across Australia. Our services include accounting and tax compliance, tax planning, business advisory, SMSF, wealth management, and estate and succession planning.

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We are now looking for a motivated, detail-oriented Assistant Client Manager to join our team.

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- Salary range between $120,000 – $140,000 (inclusive of Super) depending on experience, plus bonus
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- A genuine pathway to equity for the right high-performing candidate
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- A well-supported team structure that allows you to focus on high-value client work
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- Ongoing career development and career advancement.
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- Collaborative and supportive work setting.
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- Working from our beautiful Fremantle office.
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- Reporting directly to Senior Client Manager.
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Position Summary n

The Assistant Client Manager will support the senior client manager in managing client relationships, overseeing project delivery, and ensuring client satisfaction. This role involves a blend of client interaction, project management, and accounting tasks. The ideal candidate will have a strong foundation in tax and business services, excellent communication skills, and the ability to manage multiple clients and projects effectively.

Key Responsibilities n

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- Assist the Director in managing and nurturing client relationships, addressing client inquiries,



and providing timely and accurate information.
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- Support the planning, execution, and monitoring of client jobs, ensuring they are delivered on time and within scope.
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- Identify advisory opportunities and expand services across the existing client base.
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- Assist in preparing financial statements, reports, and analyses for clients, ensuring accuracy and compliance with accounting standards.
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- Help maintain accurate and up-to-date client records, including financial data, correspondence, and job documentation.
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- Ensure compliance with state and federal tax legislation and stay updated on changes.
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- Coordinate and communicate effectively with clients, internal teams, and external stakeholders to ensure smooth job delivery and client satisfaction.
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- Assist in the onboarding process for recent clients, including gathering necessary documentation and setting up client accounts in conjunction with support staff.
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Skills nn
- Minimum of 7 years of experience in accounting / client-facing role in a public practice or accounting firm.
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- Proficiency in Xero.
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- Strong understanding of tax and business services.
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- Excellent organisational and time management skills.
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- Strong analytical and problem-solving abilities.
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- Excellent verbal and written communication skills.
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- Ability to manage multiple clients and projects simultaneously.
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- High level of integrity and professionalism.
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Accountant / Assistant Client Manager - Accord Accountants & Advisors • Fremantle, Western Australia, Australia

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📌 Accountant / Assistant Client Manager - Accord Accountants & Advisors (Perth)
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📍 Perth