Senior Client Manager

4 weeks ago

Melbourne, Victoria, Australia RBK Advisory Full time

We are a progressive CPA accounting firm located in Bayside, Richmond, Narre Warren, and Mornington. We are an environmentally focused BCorp organization. We work in open floor plan offices and are big on technology. Importantly, we place a lot of value on our employees and workplace culture. Working at different locations is available to all staff, as is working from home. We are recent Xero Australia Accounting Partner of the Year and are known in the marketplace for promoting a brilliant working culture and changing the accounting environment, focusing on advisory services.

We are currently seeking an efficient self-motivator to join our growing professional team. We offer a very flexible work environment for an Accounting & Taxation Client Manager. The position is full-time, with standard hours from Monday to Friday, 9 am to 5 pm.

The Role:

A Senior Client Manager working on a portfolio of clients, reporting directly to the Directors. A pathway to partnership is available for the right candidate.

Responsibilities include:
- Preparation and lodgement of tax returns for individuals, trusts, companies, partnerships, and SMSFs.
- Preparation of financial statements, BAS/IAS, FBT, etc., and client liaison.
- Monthly reporting procedures.
You will be part of our team, experiencing a first-class culture and working conditions.
- The successful candidate will handle the entire client process end-to-end in some circumstances, with guidance and review from Directors and peers.
- Ongoing support, training, and professional development provided.

The Successful Candidate:
  • CA/CPA completed (and an undergraduate degree in Accountancy)
  • Minimum 5 years of experience in Business Services & Taxation
  • Excellent communication and organization skills
  • Experience dealing with clients face-to-face preferred
  • Reliable, proactive, and hard-working

Experience with Xero Practice Manager, Xero Tax, and Xero Business software is preferred.

Unlock Job Insights

Salary, number of applicants, skills match.

Your application will include responses to the following questions:

  • Which accounting packages are you experienced with?
  • How many years of taxation experience do you have?
  • What is your expected annual base salary?
  • Do you have experience using Xero?
  • How many years of accounting experience do you have?
  • What best describes your right to work in Australia?
  • How many years of client management experience do you have?
  • How many years of public practice accounting experience do you have?

Please include any additional relevant details that prompted you to report this job ad as fraudulent, misleading, or discriminatory.

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