Senior Client Manager
3 weeks ago
About the Company
Brook Recruitment is a leading Global Wealth Management Firm with a dynamic team in Melbourne. We provide bespoke accounting and financial solutions to a diverse group of clients.
Benefits:
- Hybrid Working: WFH 2 Days per week
- Amazing team culture, collaborative and friendly
- Travel to Sydney and Brisbane
- Flexible working after probation period
- Opportunities for professional development and career growth
- A fun, supportive and collaborative work environment
About the Role:
As the Senior Client Manager, you will be the primary liaison for a diverse range of clients. You will be responsible for preparing annual returns, providing strategic advice, and ensuring tax compliance.
Key Responsibilities:
- Managing a diverse portfolio of clients with precision and care
- Providing strategic business direction and ensuring tax compliance
- Overseeing the preparation of annual returns for clients, including complex clients
- Communicating strategic advice effectively and succinctly
- Upholding rigorous quality control standards across all deliverables
- Cultivating and nurturing strong client relationships
Requirements:
- 10+ years of experience in business services in a public practice environment
- CA or CPA required
- A proactive approach to client engagement and problem-solving
- Evaluations experience would be highly desirable
- Exceptional written and verbal skills
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