We're looking for a Client Manager to join a growing team within a well-established professional accounting firm in Melbourne.
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This is an excellent opportunity for a CA or CPA-qualified accountant with strong experience in professional accounting who is ready to take greater ownership of their client portfolio, build on their advisory capability and continue developing their leadership skills.
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The role offers the opportunity to work closely with clients and Partners while taking ownership of client relationships, technical work and broader business opportunities.
What You'll Do n
As a Client Manager, you'll take responsibility for a portfolio of clients and play an significant role in delivering high-quality accounting, taxation and advisory services.
Your responsibilities will include: n
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- Manage a client portfolio, including client relationships, task turnaround and WIP management.
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- Build strong, trusted relationships and act as a key point of contact for clients.
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- Participate in and independently lead client meetings.
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- Perform analytical reviews of your own and the team's work to identify client opportunities and risks.
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- Review and sign off client work with confidence.
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- Draft advice on financial, taxation and investment matters for Partner review.
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- Provide technical guidance, training and mentorship to team members.
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- Provide strategies relating to Division 7A compliance, supported by strong technical knowledge.
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- Research technical matters and compile insights to support client and business decision-making.
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- Identify opportunities to add value to clients and contribute to business growth.
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- Drive innovation and continuous improvement within the team.
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- Contribute to workplace groups and wider firm initiatives.
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What You'll Bring n
We're looking for a technically strong and client-focused accountant who is ready to take ownership and build their career within Client Management.
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You'll ideally have:
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- 5 years' experience in a skilled accounting firm.
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- CA or CPA qualification.
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- Strong technical accounting and taxation knowledge.
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- Experience managing or working closely with a client portfolio.
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- Confidence communicating directly with clients and leading client meetings.
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- Experience reviewing work and maintaining high standards of quality and accuracy.
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- A good understanding of Division 7A compliance and strategies.
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- Strong time management skills and the ability to manage competing priorities and deadlines.
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- A proactive and commercially minded approach to client service.
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- A genuine interest in mentoring, coaching and developing others.
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- A willingness to contribute to process improvement, innovation and broader firm initiatives.
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Why This Opportunity? n
This is a great opportunity for someone who wants to take the next step in Client Management while continuing to develop their technical, advisory and leadership capabilities.
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You'll have the opportunity to take greater ownership of client relationships, work closely with Partners, mentor team members and contribute to the growth of the business.
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If you're a CA or CPA-qualified accountant with strong professional accounting experience and are ready for a role that offers greater responsibility, client ownership and commercial exposure, we'd love to hear from you.