Sydney CBD location (close to Martin Place & Wynyard Stations) - hybrid arrangements and flexible work hours
Long-standing boutique firm with a stable team and supportive environment
Option for full-time or a 4-day per week arrangement
My client is a well-established chartered firm in the heart of the CBD. They have a 30 + year history offering tax, accounting, and corporate secretarial services to a loyal client base that include SME’s, corporates, and notable high-net worth individuals and family groups ( which has grownalmost entirely through word of mouth).
The Founding Partner has extensive industry experience, sits on the boards for various charitable organistions, has a strong background working with top-tier firms prior to starting his own practice.
Inside the office you’ll find a friendly and down-to-earth team of 15, supported by a team of offshore accountants and bookkeepers. The business has excellent longevity among the team, which is a testament to the supportive, social, and family-oriented culture they promote.
They are now seeking an experienced Client Manager to join their team. In this role you will be managing a portfolio of clients (moving jobs through to completion), reviewing the work of inhouse and offshore staff, and acting as a key point of contact for clients.
The practice is continuing to grow and embracing tech developments. So this is a outstanding opportuntiy for someone looking to join a close-knit team where they can make an impact, and continue to develop their leadership skills.
Key responsibilities
Managing a dedicated portfolio of clients, delivering tax and business advisory services, and serving as the primary point of contact
Oversee workflow, capacity planning and job allocation
Reviewing work prepared by local and offshore team members
Liaising directly with clients to resolve queries, talk through outcomes and nurture lasting reltionships. Including leading client meetings and communicating complex issues clearly
The ideal candidate will:
Possess a relevant tertiary level qualification and hold a CA, CPA, or IPA designation
Have 6 + years recent experience in Australian public practice, including experience reviewing/menting staff (experience working with an offshore team would be highly advatageous)
Be proficient in Xero/XPM and other cloud-based accountign softwares
Have strong professional communication skills - and experience dealing directly with clients
Be well organised, with strong time-management skills and excellent attention to detail