Client Financial Manager

4 hours ago

Sydney, New South Wales, Australia beBeeAccounting Full time $90,000 - $120,000

Job Overview

The Accounting Team Lead - Client Delivery is a critical role that oversees the delivery of bookkeeping, compliance, and reporting services to our client base. This position requires exceptional leadership skills, strong attention to detail, and excellent communication skills.

Key Responsibilities:

  • Lead the end-to-end bookkeeping and month-end reporting process for a portfolio of clients
  • Review and quality-check work completed by junior accountants (including reconciliations and coding)
  • Manage and deliver compliance obligations such as BAS, IAS, Superannuation, and Payroll
  • Serve as the primary point of contact for clients - answering ad hoc queries, resolving issues, and providing clear communication
  • Support the Managing Director with financial analysis, reporting, and ad hoc client needs
  • Ensure client satisfaction by maintaining high standards of accuracy, timeliness, and communication
  • Identify potential improvements in client processes and highlight opportunities for growth or efficiency

Requirements:

  • Minimum 8 years of experience in bookkeeping, accounting, or financial management, preferably in a client-facing or review role
  • CPA/CA qualified or equivalent professional designation preferred
  • Experience using accounting software (Xero essential; experience with add-ons like Dext, Hubdoc, or Fathom is beneficial)
  • Strong attention to detail and ability to identify and correct errors before work is submitted to clients
  • Excellent communication skills - both written and verbal
  • Strong organisational skills with the ability to manage multiple deadlines
  • Confident working independently and problem-solving with initiative
  • A client-centric mindset with a genuine interest in helping businesses improve their financial performance

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