Client Manager - Boutique Firm - Hybrid Work

Lawson Elliott Recruitment
Northern Beaches, NSW
A$120,000-$140,000 p/a
Accounting → Business Services & Corporate Advisory
Full-time
Hybrid

Posted 12 days ago


$120k - $140k Package

Upper North Shore Location (opposite the train station and parking on-site) with 2 days WFH

Well-established boutique practice with a client-facing role

My client is a well-developed boutique practice with a 30 + year history in the market. They provide a range of services to their clients across accounting, bookkeeping, financial planning, SMSF and tax advisory.

They are now seeking a Client Manager to oversee a portfolio and manage client relationships. In this role you will be managing approx. $700k in fees, with the support of 2 offshore resources and a long-standing Senior Accountant who has been with with business for over 10 years.

The output and production of work is well-managed between the offshore accountants and existing senior, so they are really looking for someone who can focus on managing client relationships and providing higher-level advice work.

This would be the ideal role for an experienced Accountant, looking for a step-up in an environment where they will be given plenty of autonomy.

Key duties of the role include:

Managing a diverse range of client groups and tax issues (including individuals, partnerships, trusts, SMSFs, companies, tax planning assignments, business/investment structuring advice)

Reviewing, training and mentoring junior staff

Managing communication with clients and nurturing relationships - someone who is able to predict clients’ reactions, potential problems, and understand what can be done to achieve high levels of client satisfaction.

The ideal candidate will possess:

CA or CPA qualified

5 + years experience in public practice accounting

Familiarity with Xero and MYOB software

Strong knowledge of Australian Accounting & Tax standards

Strong communication and interpersonal skills

If you are interested in this role please email your resume to [email protected] quoting reference AB13531. Or for additional information phone Anita Bambridge on (02) 8274 0215.


About Lawson Elliott Recruitment

Sydney, NSW, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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