Salary:

up to $140,000 package

About the Firm

An exciting opportunity has become available to join a highly regarded, established mid-tier accounting firm with a strong reputation built over 70 years.

With offices interstate, the firm offers a broad range of services including Business Services, Taxation, Audit, SMSF and Financial Planning.

The firm has two established taxation teams, specialising in SME Business Services & Advisory and Medical Professionals, providing the opportunity to work with a diverse portfolio of clients across construction, manufacturing, agriculture, healthcare and other industries.

- Flexible working arrangements, including WFH options and flexible working hours.
- Generous CA/CPA study support, including upfront payment of fees and up to 20 days of study leave.
- Clear career progression with ongoing mentoring, training and professional development.
- Structured onboarding and training, with a comprehensive 12-month development program.
- Exposure to high-quality clients and the opportunity to develop long-term advisory relationships.
- Collaborative team setting, working alongside experienced Managers and Partners.
- Active social calendar, including charity events, EOFY celebrations, lawn bowls and race days.
- Additional perks, including complimentary kitchen refreshments and nearby parking.

About the Role

We are seeking an experienced Client Manager / Client Advisor to join the firm's Newcastle office.

This opportunity is ideal for an experienced Business Services qualified who enjoys managing client relationships,



providing strategic advice and mentoring junior accountants.

Key responsibilities include:

- Manage a portfolio of clients, overseeing workflow, deadlines, budgets and WIP.
- Build and maintain strong client relationships, independently leading client meetings where appropriate.
- Review financial statements, tax returns and advisory work, ensuring accuracy and identifying opportunities for clients.
- Provide business advisory and taxation advice, including tax planning, structuring and Division 7A matters.
- Prepare technical advice and recommendations for Partner review.
- Mentor and develop junior accountants, providing technical guidance and reviewing their work.
- Work closely with Partners to identify client risks, growth opportunities and improvements to business performance.
- Contribute to process improvements, team initiatives and the continued growth of the practice.

About You

- 6+ years' experience within an Australian public practice accounting firm.
- CA or CPA qualified or in progress.
- Strong technical experience across Business Services, Taxation and Business Advisory.
- Previous experience managing client relationships and reviewing the work of junior accountants.
- Sound understanding of Division 7A, tax planning and business structures.
- Strong communication, leadership and organisational skills.
- A proactive, commercially minded approach to client service.
- Experience working with medical professionals would be advantageous but is not essential.

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📌 Client Manager (Newcastle)
🏢 Charterhouse Partnership
📍 Newcastle