
Client Manager Accountant
3 weeks ago
We are seeking a hands-on and experienced client manager delivering exceptional results for our clients. Supported by a great team of accountants, bookkeepers and support, you will manage a portfolio of small and medium business clients. Must LOVE numbers and attention to detail essential. This is not a processing job, although there can be some of this if you enjoy crunching the numbers.
- Be mentored by quality and experienced directors (20+ years experience)
- Relaxed but results driven culture
- Career progression in a growing business - we have some really interesting client work that will expand your knowledge from simple compliance
- Supportive, fun and open team environment
- We LOVE numbers and delivering great outcomes for our clients
- This is a hands on and client facing role in our office at Warana. Most of our clients prefer in person appointments and we are currently seeing new clients every week
- Note: Although we prefer part time up to 30 hours (we are predominantly a part time office who enjoy work/life balance), we will consider a full time position for the right candidate.
What you will be doing in your role…
- Meeting in person or onsite with clients, providing both tax and business advice (don\'t worry if you aren\'t sure about business advisory - solid tax & accounting experience is a great starting point)
- Meeting new clients and leading the onboarding process with our support team
- Daily inbox and phone clients love to ask for our advice and we enjoy answering with practical and holistic advice
- Managing incoming work and compliance deadlines including delegation to the accounting and bookkeeping team, quote/WIP management, review of work, client nurturing and delivery of the work in our client action meetings
- Practical and detailed tax planning estimates and client delivery meetings during April-May each year
- Review of work and assist in mentoring junior team including overflow for the 2 x directors portfolio of clients with the view to develop relationships with clients and manage them in the future
- Processing work for high level client groups if you have capacity and enjoy this work
- Working closely with the directors, you will have the opportunity to work on and manage special projects. Some recent examples include CGT Scenario planning, cashflow and forecasting for bank/investors for business expansion, divorce settlement advice, due diligence on business purchases and so much more.
Our clients expect excellence. Our team delivers this. Join our team and make a difference – and have some fun along the way
About us
Brilliance for Business is based in Warana and we are passionate about working with business owners and importantly – getting their numbers and their systems right so they can focus on what they do best.
We are a high performing team but have a relaxed culture and have a stack of fun along the way A sense of humour is essential.
Our clients love that we understand them and the complexities of business. We are focused on building strong relationships, exceeding expectations and adding value in everything that we do for our clients.
We offer support, encourage training and the further development of your career. This is an exciting opportunity for a senior accountant or experienced client manager who would like to manage their own client base and be part of a great team.
Experience
You:
- Have a minimum of 4+ years Australian Public Practice Experience
- Are CA/CPA qualified or working towards this (not essential)
- Excellence in communication and building relationships (you\'re a people person)
- Experience with Xero, XPM & Handisoft highly regarded
- Value what it is to be a team and possess the ability to work collaboratively with peers
- Have a bright, positive and personable nature
- Able to problem solve autonomously. Our directors are always here, but we need a senior who can make professional decisions on a day to day basis
This is a part time hours negotiable) role in our Warana office and a salary commensurate with skills and experience will be negotiated with the successful applicant.
If you believe you are an excellent fit for this role, we want to hear from you Please send us your CV with a cover letter outlining your suitability and experience to (treated with strictest of confidence).
Interviews will be conducted progressively. Recruiters, if you have an ideal candidate for this role, please connect.
Seniority level- Mid-Senior level
- Part-time
- Sales and Business Development
- Accounting
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