White Oaks Advisory , our current name for Owbiz Corporate Pty Ltd, is looking for an experienced and motivated Senior Accountant who is looking to develop into a Client Manager to join our growing team. If you enjoy more than just preparing accounts and would like to understand businesses, work closely with clients and provide practical advice, we would be pleased to hear from you. This is an opportunity to join a client-focused accounting and advisory firm where your experience is appreciated, your ideas are welcomed, and you will have the opportunity to progressively take on greater client responsibility and develop towards a Client Manager role. Why Join Us?

At White Oaks Advisory, we believe in creating an environment where people can develop their skills, take on new opportunities and enjoy the work they do. When you join our team, you’ll have the opportunity to: Grow your career |

Take on greater responsibility and build your experience across accounting, tax and business advisory, with a clear pathway towards becoming a Client Manager. Develop your skills |

Access training, guidance and practical opportunities to broaden your professional knowledge and develop the skills required to manage client relationships and engagements. Work closely with clients |

Build meaningful relationships with business owners and help them understand their financial position and make informed decisions. Over time, you will take greater ownership of client relationships and become a key point of contact for your clients. Be part of a supportive team |

Work alongside people who are willing to share their knowledge, collaborate and support one another. Guide and mentor others |

Share your experience with junior team members and contribute to their development,



while developing your own leadership and client management skills. About White Oaks Advisory

White Oaks Advisory is a growing accounting and advisory firm focused on building lasting relationships with our clients. We work with a diverse portfolio of businesses across a range of industries, providing practical accounting, taxation and advisory services tailored to each client's circumstances. As our Firm continues to grow, so does the range of services we provide. We are looking for someone who would like to be part of that journey – contributing to the work we do for our clients while continuing to develop their own skills and experience. This role is particularly suited to an accountant who is ready to take the next step in their career – moving beyond primarily technical and compliance work and progressively developing the commercial, communication and relationship management skills required of a Client Manager. The Role

As a Senior Accountant developing into a Client Manager, you will work across a diverse range of client engagements, including:



Accounting and financial reporting Taxation and compliance Tax planning Business structuring Bookkeeping and management reporting Budgeting and forecasting Business and advisory services Client relationship management Communicating directly with clients and becoming a trusted point of contact Taking increasing ownership of client engagements and deadlines Identifying client needs and opportunities for additional advisory services Working with and coordinating our support team by assigning and reviewing work, providing guidance and training, and ensuring work is completed to the Firm’s standards Working with the Practice Director to develop your client management and advisory skills The role will involve managing client work, working through deadlines and communicating directly with clients to understand their needs and provide practical solutions. As you develop, you will progressively take on greater responsibility for managing client relationships, coordinating client work and overseeing engagements, with the goal of developing into a Client Manager. It would suit someone who would like to move beyond compliance and build a long-term career in accounting, advisory and client management. You’ll work with a good level of autonomy and report directly to the

Practice Director . About You

You’re an experienced accounting professional who takes care with your work, enjoys working with clients and is looking for an opportunity to continue developing professionally. Importantly, you are someone who wants to progress beyond being a technical accountant and develop into a trusted adviser and Client Manager. You enjoy dealing with clients, are comfortable taking responsibility and are motivated by the opportunity to build long-term client relationships. You’ll bring: Experience & Qualifications

2–3 years’ experience in a similar senior accounting role Bachelor’s degree in Accounting, Finance or a related discipline CPA, CA or IPA qualification, or currently working towards one Experience across accounting, bookkeeping, taxation and clien

📌 Could You Be Our Next Client Manager? (Bankstown)
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