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Senior Client Manager

2 months ago

Canberra, ACT, Australia WizeTalent Full time
About WizeTalent

We are a dynamic and forward-thinking firm that excels at aligning personal, business, and financial goals into a cohesive strategy. Our expertise spans Business Advisory, Tax & Accounting, Self-Managed Superannuation, Risk Management, Succession Planning, Growth & Well-Being.

Our mission is to deeply understand our clients' ambitions, both spoken and unspoken, providing assurance and support through detailed planning.

Job Summary

We are seeking an experienced Senior Client Manager with 7 years of experience working in an Australian Accounting Firm. As a key member of our team, you will be responsible for overseeing client accounts, providing strategic financial advice, ensuring compliance with tax regulations, and fostering strong client relationships.

Key Responsibilities
  • Provide strategic financial advice to clients, helping them make informed decisions about their business and personal finances.
  • Ensure compliance with accounting standards and regulations, maintaining the highest level of professionalism and integrity.
  • Support senior management with financial analysis and reporting, providing valuable insights to drive business growth.
  • Mentor and guide junior accountants, helping them develop their skills and expertise.
  • Develop and implement efficient accounting practices, streamlining processes and improving productivity.
  • Assist clients with business planning and growth strategies, helping them achieve their goals and objectives.
  • Lead client meetings and presentations, effectively communicating complex financial information to clients.
  • Proactively manage and drive team workflow efficiently, ensuring seamless delivery of services to clients.
Requirements
  • 7 years of accounting experience, with a strong background in financial analysis and reporting.
  • Proficiency in Xero, with the ability to quickly learn and adapt to new software and systems.
  • Strong analytical and communication skills, with the ability to effectively communicate complex financial information to clients.
  • Excellent organisational and time management abilities, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork.
  • High attention to detail and accuracy, with a strong commitment to quality and excellence.
  • Proactive approach to problem-solving and client service, with a strong focus on delivering exceptional results.
What We Offer
  • Salary starting from $130k + Super (negotiable depending on experience).
  • Working Monday to Friday, 8:30 am to 5:00 pm.
  • Hybrid WFH flexibility.
  • Free parking.
  • Work/life balance.
  • Fun team environment.
  • Training and career growth.
  • Anniversary bonus and additional bonus leave after tenure.
  • Supportive Team.
  • Regular social events.
  • Professional development opportunities including pathway to partnership.
  • Health and wellness programs.