14 Oct
|
MW Recruitment
|
Brisbane
14 Oct
MW Recruitment
Brisbane
Job Description
Client Manager - Business Services (Brisbane) n
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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.
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nAbout The Role n
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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.
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nWhat You Will Be Doing n
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- Owning a portfolio of SMB clients as their primary point of contact
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- Preparing and reviewing financial statements, tax returns and BAS for companies, trusts, partnerships, sole traders and SMSFs
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- Delivering monthly and quarterly management accounts and walking clients through what they mean
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- Providing guidance beyond compliance, including budgeting, forecasting and cashflow
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- Leading year end and planning conversations, including tax planning and structuring
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- Reviewing the work of intermediate and junior accountants and giving feedback that develops them
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- Acting as the technical backstop for the bookkeeping team when a job outgrows them
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- Working daily with the offshore team,
setting the brief and reviewing what comes back
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- Identifying where a client needs another part of the group, such as lending or wealth, and making the introduction
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nWhat We Are Looking For n
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- CA or CPA qualified
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- At least 8 years in public practice, including recent Australian experience
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- Comfortable across companies, trusts, partnerships and sole traders
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- Confident holding a client relationship without a manager in the room
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- Desirable: Division 7A and small business CGT in practice, and experience reviewing or mentoring others
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- Offshore support on every portfolio
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- 2 days WFH & flexible hours, plus Finish Early Fridays
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- Referral pathways into the wider group, so you always have something to offer when a client needs more than accounting
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- Overseas qualified accountants with Australian practice experience are welcome
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- Robust, measured culture so keep staff engaged
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- Bonuses for billings over target
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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)
🏢 MW Recruitment
📍 Brisbane