Senior Client Manager

3 weeks ago


Sydney, New South Wales, Australia Brook Recruitment Full time

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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