Client Services Manager

5 months ago

Canberra, Australia HAYS Full time

An exciting opportunity for an experienced accountant with a client services focus

**Your new company**

This professional services client is seeking their next client services superstar who is looking for a new career-growth opportunity.

**Your new role**

The client is happy to offer a hybrid work model for the right person and the following key accountabilities apply:

- Draft bills for each job, calculating write-ons/write-offs, and analysing reasons for the latter.
- Review and preparation of income tax returns, financial accounts, BAS’s and FBT returns for individuals, businesses, partnerships, trusts, and companies.
- Provision of ancillary business services such as overseeing payroll functions, bookkeeping, and assisting with ad-hoc tax and entity structuring advice.
- Manage and maintain an ongoing, positive relationship with clients, acting as the main point of contact for the Firm.
- Maintain an understanding of client businesses and highlight areas/strategies to benefit the client.
- Provide direction to staff, clearly outlining their responsibilities, our expectations, and emphasising other key factors.
- Prepare and provide review points to staff, ensuring that the review points are addressed appropriately prior to approval of work.
- Provide performance feedback on a job-by-job basis, ensuring the staff member understands areas of strength and that a clear path for improvement is identified, as required.

**What you'll need to succeed**
- Identifying and gathering required information.
- Preparation of income tax returns and all schedules, Business Activity Statements, and FBT returns to a high standard.
- Manage personal workflow adequately to ensure deadlines are met.
- Review work of staff to a high standard, ensuring the work can be provided for the client with mínimal partner review required.
- Successfully engaging with both small and larger groups of clients e.g., traders, investors; manufacturers, retailers and all types of entities including family trusts, companies, individuals, and partnerships.
- Prepare a full self-review of work to ensure mínimal to no errors.
- Continual development of accurate technical knowledge, supported by experience.
- Ensure that timesheet records are accurate and completed daily.
- Fees are prepared in a timely manner.
- Meet targeted chargeable rate and minimise write-offs (

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