Client Manager - Business Services (Brisbane)

Run your own portfolio of SMB clients in a Fortitude Valley firm, with offshore support taking care of the prep so your time goes on review, advice and client contact.

About The Role

This is a public practice Client Manager role in a Brisbane firm of around 60 people, part of a multi-business group covering bookkeeping, financial advice, lending and property. You will own a portfolio of small and medium business clients end to end, with offshore support handling preparation so your day is review, client contact and advice.

What You Will Be Doing

- Owning a portfolio of SMB clients as their primary point of contact
- Preparing and reviewing financial statements, tax returns and BAS for companies, trusts, partnerships, sole traders and SMSFs
- Delivering monthly and quarterly management accounts and walking clients through what they mean
- Providing guidance beyond compliance, including budgeting, forecasting and cashflow
- Leading year end and planning conversations, including tax planning and structuring
- Reviewing the work of intermediate and junior accountants and giving feedback that develops them
- Acting as the technical backstop for the bookkeeping team when a job outgrows them
- Working daily with the offshore team,



setting the brief and reviewing what comes back
- Identifying where a client needs another part of the group, such as lending or wealth, and making the introduction

What We Are Looking For

- CA or CPA qualified
- At least 8 years in public practice, including recent Australian experience
- Comfortable across companies, trusts, partnerships and sole traders
- Confident holding a client relationship without a manager in the room
- Desirable: Division 7A and small business CGT in practice, and experience reviewing or mentoring others
- Offshore support on every portfolio
- 2 days WFH & flexible schedule, plus Finish Early Fridays
- Referral pathways into the wider group, so you always have something to offer when a client needs more than accounting
- Overseas qualified accountants with Australian practice experience are welcome
- Strong, measured culture so keep staff engaged
- Bonuses for billings over target

If you are a Client Manager level accountant who wants your own client portfolio, real support underneath you and the chance to be the advisor clients call before they make a decision, this is worth a conversation.

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📌 Client Manager (Brisbane City)
🏢 MW Recruitment
📍 Brisbane City