AU Client Manager

4 days ago


Wyong Shire, Australia About Business Bookkeeping Full time $60,000 - $90,000 per year

Client Manager (BAS Agent) – Lead with Heart in a Boutique Bookkeeping & Advisory Firm

Location: Fully Remote 

Hours: 30 hours per week, Monday to Friday, with potential to move to full-time as the role expands 

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

About Us

We're a boutique bookkeeping and advisory firm that's been supporting Australian businesses for over a decade.

Our small, close-knit team of seven values collaboration, trust, and innovation. We love what we do, we embrace technology, and we believe that balance and flexibility lead to the best results — both for our clients and for our people.

As we continue to grow, we're looking for our eighth team member — an experienced Client Manager (BAS Agent) who enjoys variety, thrives on building strong relationships, and brings a forward-thinking, tech-savvy approach to their work.

The Role

As our new Client Manager, you'll lead a portfolio of clients and play a key role in managing delivery, quality, and team performance. You'll combine your technical expertise with your ability to mentor, communicate, and problem-solve across a dynamic and supportive team.

Your responsibilities will include:

  • Managing a portfolio of small-to-medium business clients

  • Running client meetings and providing practical cashflow and advisory insights

  • Reviewing and finalising high-level bookkeeping, BAS, and payroll work

  • Mentoring and supporting your team (both onshore and offshore)

  • Collaborating with our CEO and Production Managers on client delivery and workflow

This is a stable, long-term role for someone who values flexibility and wants to make a meaningful impact on a small, supportive firm.

What You'll Bring

  • 5+ years of bookkeeping experience within a bookkeeping or accounting firm

  • 5+ years in a client management and/or team leadership role

  • Proven experience managing 25+ clients

  • A confident, warm, and professional communication style

  • Strong attention to detail, proactive mindset, and results focus

  • Experience leading performance reviews and guiding workflows

Your Toolkit

Required:

  • Cert IV in Bookkeeping

  • A professional home office setup including:

  • Dual monitors

  • Reliable high-speed internet

  • Dedicated business-use computer

Desirable:

  • BAS Agent registration

Software:

  • Xero (used by 90% of our clients)

  • Karbon

  • Dext

  • Microsoft Office (O365)

Knowledge Base:

  • Small Business Advisory

  • SGC Obligations

  • Taxable Payments Annual Reports

  • BAS & IAS Lodgements

  • Payroll Compliance

Why Join Us

  • A stable, long-term leadership role (30 hours/week, Mon–Fri), with potential to grow into full-time

  • A friendly, close-knit boutique team — supportive, capable, and fun

  • Annual attendance at industry conferences

Ready to Make an Impact?

If you're looking for a stable, fulfilling role in a boutique firm where your expertise truly matters, and where you'll be part of a small, supportive, and forward-thinking team, we'd love to hear from you.


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