
Client Manager
7 days ago
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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