$110k – $130k + Super

Parramatta location (in brand new offices)

Client facing role

Pleasant and supportive team culture - minimal overtime worked

Well established support team

Option for part-time (4 days)

Hybrid working from home flexibility

My client, an independently operated boutique firm, is seeking to appoint a dedicated Supervisor/Manager to their team. With 2 Partners and 10 staff, including 3 offshore resources, this is an exciting opportunity to take on an established client portfolio with a strong support team in place.

The firm’s clientele is comprised of a range of industries including medical, property development, SMSFs, and property investors with multiple group entities. This is a hybrid Business Services and SMSF role which will see you take on a portfolio of clients with an approximate fee base of $500k - $600k. Majority of clients are within the range of $1m - $10m in annual t/o, with a few larger groups turning over upwards of $10m. There are approx. 40 funds in the portfolio.

This role is client facing, and there will be an emphasis on nurturing and strengthening relationships within the portfolio. The firm has a well-established offshore team, and your role will also involve liaising with them and reviewing work. As a practice they primarily use Xero, and for SMSFs they use Class Super.

The staff retention rate at the firm is incredibly high and a testament to the great work/life balance promoted from the Partners. Everyone generally enjoys a 9 to 5 workday, with minimal overtime worked. The firm provides support for CA/CPA studies and other professional development, and holds annual salary reviews. This is a fantastic opportunity for someone wanting to work close to home in a client-facing role.

This role is based in their brand-new Parramatta office (close to the train station & bus links) where you will find a great working environment and pleasant team culture.

You will have key responsibilities, including:

Nurture and develop relationships with an established client base

Provide comprehensive tax consulting and advisory to clients across various entities

Prepare and review financial statements and reports for all entity types

Manage internal and external client communication

Manage workflow, mentor and review the work of offshore team members

The ideal candidate will posses:

CA/CPA qualification

A relevant tertiary level qualification

5+ years' business services/taxation experience

Experience working with a diverse range of clientele

Confidence communicating with clients and other relevant stakeholders

Genuine desire to be client facing and work in a boutique firm environment

To apply for this role, please email your resume to [email protected] quoting reference CO13455 or for additional information phone Chelsea Oey on (02) 8274 0204.