Job Description

n

THE ROLE

n

Client outcomes and experience

n

n
- Own a portfolio of clients, including complex or high‑value engagements
n
- Act as a trusted senior contact, resolving issues with sound judgement
n
- Ensure clear, timely and professional communication
n
- Influence client retention, confidence and long‑term relationships
n
- Act as escalation point for complex or high‑risk matters
n

n

Quality, compliance and risk

n

n
- Ensure all work meets professional, regulatory and ethical standards
n
- Exercise independent judgement on non‑routine technical matters
n
- Identify and manage risks to clients and the firm
n
- Maintain oversight of team outputs and ensure quality through review and leadership
n

n

n

WIP and fee recovery

n

n
- Manage workflow, scoping and allocation of work across the team
n
- Drive sustainable fee performance and recoverability
n
- Review WIP and invoicing aligned with firm expectations
n

n

Team leadership and development

n

n
- Lead, coach and mentor team members
n
- Build capability, judgement and confidence in others
n
- Provide timely feedback, guidance and escalation support
n




- Lead performance and development discussions, ideally with experience using formal review processes such as half-yearly reviews
n

n

Ideal Candidate

n

n
- 7+ years’ qualified experience in public practice accounting
n
- Demonstrated experience leading people and managing outcomes
n
- Proven ability to exercise independent judgement in complex situations
n
- Strong client management and relationship skills
n
- High level communication and influencing capability
n
- Strong organisational skills with ability to manage competing priorities
n
- Commercial mindset with an understanding of fees, workflow and performance
n
- Degree in Accounting or Finance
n
- CA or CPA (completed or working towards)
n
- Detail focused, organised and reliable with strong time management and the ability to manage competing priorities
n
- Clear written and verbal communication skills and able to build positive working relationships with clients and direct reports
n

n

Systems experience

n

n
- Xero, MYOB
n
- BGL 360, MYOB AE, CAS (highly desirable)
n
- Intermediate MS Office
n

n

📌 Manager (Perth)
🏢 Letizia Palmer
📍 Perth