Client Portfolio Manager
5 days ago
About Our Accounting and Advisory Firm:
- We are a leading provider of accounting and advisory services in Melbourne, dedicated to delivering exceptional service and results.
Our firm takes pride in its professional excellence, client-centric approach, and collaborative team culture.
We are currently looking for an experienced Client Portfolio Manager to join our team, managing client relationships and overseeing financial operations.
- Work from home 1 day a week.
- Working Monday to Friday, 9:00am to 5:00pm.
- Collaborative and supportive work environment.
- Work-life balance.
- Access to ongoing training and development programs.
The Role of the Client Portfolio Manager:
- Develop and maintain strong client relationships, acting as their primary point of contact and trusted advisor.
- Provide strategic financial advice and insights to help clients achieve their business goals and enhance financial performance.
- Oversee the delivery of accounting, tax, and advisory services, ensuring accuracy, timeliness, and regulatory compliance.
- Lead, mentor, and support a team of accountants and support staff, fostering a collaborative and high-performance culture.
- Conduct regular client meetings, review financial statements, and present key findings and recommendations.
- Stay informed on changes in accounting standards, tax laws, and industry trends to provide up-to-date, strategic advice.
- Ensure all client deliverables meet quality standards and comply with relevant regulations.
Necessary Skills:
- High level of integrity and professionalism.
- Minimum of 8 years of experience in Australian public practice accounting, with a focus on client management and advisory services.
- Strong understanding of Australian accounting principles, tax laws, and financial regulations.
- Proven ability to manage and develop client relationships.
- Excellent leadership and team management skills.
- Experience reviewing and mentoring junior accounting staff.
- Strong analytical and problem-solving abilities.
- Exceptional communication and interpersonal skills.
- Proficiency in accounting software Xero, QuickBooks, BGL and HandiSoft preferred, but not essential.
Please Note: Candidates must reside in Australia and have permanent work rights with no restrictions to apply.
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