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Senior Financial Manager
2 months ago
Senior Accountant / Client Manager
At WizeTalent, we are dedicated to delivering exceptional financial services to our clients, helping them achieve their goals and secure their financial futures.
Our client relationships are built on trust, confidence, and a deep understanding of their financial needs. We are seeking a highly experienced Senior Accountant / Client Manager to join our team and lead our client portfolio.
Key Responsibilities:
- Oversee a diverse portfolio of clients, ensuring their financial needs are met and providing exceptional service.
- Develop and maintain strong client relationships through regular communication and strategic financial advice.
- Manage tax compliance, including the preparation and lodgement of tax returns, staying up-to-date with changes in tax legislation.
- Lead and mentor a team of accountants, providing guidance, support, and professional development opportunities.
- Delegate tasks effectively, managing team workloads and ensuring timely completion of assignments.
- Assist clients with business planning, budgeting, and financial forecasting, identifying opportunities for financial improvement.
- Continuously evaluate and improve internal accounting processes and systems, implementing best practices.
- Participate in the development and execution of firm-wide strategic initiatives.
- Assist in the onboarding of new clients, ensuring a smooth transition and understanding of their financial needs.
- Identify and pursue opportunities for new business development and client acquisition.
Requirements:
- 8 years of Australian Public Practice experience.
- Experience managing a client base.
- High level of integrity / honesty.
- Xero Practice Management (XPM), Xero Tax.
- Strong knowledge of Microsoft Office.
- Effective communication skills.
About WizeTalent:
We are a dynamic and growing firm dedicated to delivering exceptional financial services to our clients. We offer a collaborative and supportive work environment, with opportunities for professional growth and development.