Client Manager - Boutique Firm - Hybrid Work
Lawson Elliott Recruitment
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
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