
Senior Financial Services Professional
1 week ago
Job Title: Client Manager Accountant
Job DescriptionAs a seasoned client manager, you will play a pivotal role in delivering exceptional results for clients. You will be part of a collaborative team that includes experienced accountants and support staff.
- You will have the opportunity to be mentored by directors with extensive experience, including over 20 years in the industry.
- The company culture is relaxed yet driven, providing an ideal work environment for those who thrive under pressure.
- With a focus on career progression, this growing business offers opportunities for professional growth and development.
- The team environment is supportive, fun, and open, making it easy to build lasting relationships.
Key Responsibilities:
- Meet with clients to provide tax and business advice, utilizing your expertise to drive informed decision-making.
- Lead the onboarding process with new clients and our support team, ensuring seamless transitions and excellent customer service.
- Manage incoming work and compliance deadlines, prioritizing tasks to meet strict deadlines.
- Deliver practical and detailed tax planning estimates, providing clients with actionable insights and recommendations.
Requirements:
- 4+ years of Australian Public Practice experience, with a strong understanding of local regulations and compliance.
- CA/CPA qualified or working towards this qualification, demonstrating a commitment to ongoing learning and professional development.
- Excellent communication and relationship-building skills, with the ability to effectively engage with clients and stakeholders.
- Experience with Xero, XPM, and Handisoft is highly regarded, showcasing technical proficiency and adaptability.
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