Client Manager

2 days ago

Wyong Shire, Australia About Business Bookkeeping Full time $80,000 - $120,000 per year

Client Manager – BAS Agent – Lead with Purpose in Bookkeeping & Advisory (Stable Part-Time Role)

Location: Hybrid. Central Coast NSW (must work in our office for training and meetings, and maintain a professional home office setup)

Hours: Stable part-time role – 30 set hours per week, Monday to Friday

Focus: Bookkeeping & Advisory for small to medium-sized businesses

We're looking for a Client Manager to help manage our clients and support our team, all within a Monday–Friday, 30-hour workweek that promotes work-life balance.

Your Role


Manage a portfolio of clients

Run strategic client meetings, provide cashflow advice, and recommend cloud solutions

Review and finalise high-level bookkeeping, BAS, and payroll jobs

Mentor and support your Client Manager and wider team (onshore & offshore)

Collaborate with our CEO and Production Managers on client delivery and team performance


What You Bring

  • 5+ years of experience in bookkeeping, including working within a bookkeeping firm.
  • 5+ years in a client management or team leadership role
  • 5+ Years of experience handling more than 25 clients
  • A fun, warm, and outgoing personality that shines through in team and client interactions
  • Excellent communication and people skills
  • Strong attention to detail, outcomes-focused, and proactive
  • Confidence leading performance reviews and guiding workflows

Technical Toolkit

Required:

  • Cert IV in Bookkeeping

  • Professional home office setup with:

  • Dual computer screens

  • Reliable, high-speed internet
  • Dedicated work computer (for business use only)

Desirable:

  • BAS Agent registration

Software Proficiency:

  • Xero (90% of clients)
  • Karbon
  • Dext
  • Microsoft Office (O365)
  • Aider

Knowledge Base:

  • Small Business Advisory
  • SGC Obligations
  • Taxable Payments Annual Reports
  • BAS & IAS Lodgements
  • Payroll Compliance

Why Join Us?

  • A stable part-time leadership role (30 hours, Mon–Fri) with genuine long-term impact
  • Supportive, fun-loving team culture — we work hard and aim to laugh harder
  • Genuine client relationships built on trust and care
  • Ongoing training, PD, and CPE support
  • Annual attendance at industry conferences
  • Close, collaborative team with a tech-forward mindset

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