Senior Client Portfolio Executive

2 weeks ago

Launceston, Tasmania, Australia beBeeManagers Full time $42,000 - $52,000

About the Role:

We are seeking an experienced Client Services Manager to join our team in Launceston. The successful candidate will work closely with our directors, managing a diverse portfolio of clients including small to medium limited companies, sole traders, and partnerships from various sectors.

This is a fantastic opportunity to play an integral role in our continued success. As a Client Services Manager, you will be the primary point of contact for your clients, ensuring all work is completed accurately and efficiently.

In addition to client management, you will oversee and assist in the development of junior staff, providing necessary support and reviewing their work.

The ideal candidate will be ACCA/ACA Qualified with strong and varied general practice experience (qualified by experience individuals will also be considered). Excellent communication skills are essential to build and maintain successful relationships with multiple clients.

Responsibilities:

  • Managing a diverse portfolio of clients from various industry sectors.
  • Supporting partners and clients with bespoke queries and ad hoc project work.
  • Preparation and review of Statutory Accounts and Management Accounts.
  • Preparation and review of tax computations and returns.
  • Acting as the primary point of contact for an array of clients.
  • Managing your own billing, workload, and that of the team efficiently to exceed client expectations.
  • Reviewing the work of junior staff, providing guidance and support as required.

Requirements:

  • ACCA/ACA Qualified or Qualified by Experience.
  • Essential practice experience.
  • Client management experience.
  • Experience reviewing work prepared by junior staff.

About Us:

We are a highly regarded regional firm of accountants, dedicated to delivering exceptional service to our clients. We offer a supportive and friendly working environment, with flexible working options to support our staff.

How to Apply:

If you are a motivated and experienced professional looking to take your career to the next level, please submit your CV for consideration.

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