Are you an experienced Client Services Manager or Advisor with a passion for building strong relationships, mentoring and growing people and growing business?

• Build relationships and deliver an industry leading client experience
• Analyse workflow, identify roadblocks and deliver projects and results!
• Lead from the front, mentor & grow your people!

Do you have 4 to 6+ years of experience in public practice accounting firm and enjoy driving and contributing to business success? If so, our client wants you to chat to us!

Your New Opportunity

We’re on the lookout for an experienced Client Services Manager to help lead our client’s team and provide exceptional service to their clients.

This is an exciting opportunity for someone who thrives in a collaborative environment and is passionate about delivering high-quality financial, taxation, and investment advice.

What you’ll be doing

• You will manage relationships with our clients and deliver an exceptional client experience at every touchpoint, fostering strong relationships, a sense of urgency around delivery and ensure that the client isn’t in the dark and wondering what’s going on
• You’ll keep a watchful eye on WIP (Work In Progress) – deploying your highly developed stakeholder management to identify the roadblocks, solve problems and allow work and projects to be completed in a timely manner
• Participate in and/or independently lead client meetings to provide strategic advice and insights
• Conduct analytical reviews of both your work and the teams to identify both opportunities and potential risks for clients
• Review and sign off on client work confidently, ensuring accuracy and compliance
• Draft detailed financial, taxation, and investment advice working in tandem with Partners & Directors on special projects
• Offer technical guidance and mentorship to team members, supporting their professional development
• Provide strategies for Division 7A compliance, with a demonstrable strong technical understanding
• Research complex technical matters and compile insights to support decision-making
• Drive innovation and improvements within the team, enhancing productivity and efficiency
• Lead from the front, modelling a collaborative culture - actively contributing to workplace groups and firm-wide initiatives

Essential Skills for the Successful Candidate

• 4 - 6 years (or more) of experience in public practice accounting firms within Australia, with a highly developed understanding of Australian tax legislation & framework (ITAA, TAA) as well as accounting practices and client management.
• A CA or CPA qualification – completed, or near completion
• Highly developed stakeholder management – internal and external
• A passion for leadership, collaboration, and mentoring, with a commitment to team growth
• Strong time management skills, with the ability to handle multiple deadlines effectively
• A proactive approach to client service and business growth, with a commitment to continuous improvement

Why Join Us?

• Work with a supportive and experienced team
• Opportunity for ongoing career growth and professional development
• Competitive salary and benefits package
• Be part of a forward-thinking firm that values innovation and continuous improvement
• Excellent culture, modern facilities, flexible work practices and perks

If you’re ready to take the next step in your career and make a real impact, we’d love to hear from you. Apply today and join us on this exciting journey!

How to Apply

Click apply and submit your CV and Cover Letter telling us a bit about your experience and how it aligns with what we’re looking for.

You’re most welcome to reach out to Alan Kinder of GWG Recruitment directly for a confidential discussion on 02 4905 0130 or via email at [email protected]

As an equal opportunity employer, we are committed to building inclusive and respectful workplaces, strengthened by diversity and encourage applications from First Nations Peoples, all genders, those from culturally diverse backgrounds, LGBTIQA+ community and people with disability, of all ages and backgrounds. We strive to provide a barrier free and equitable recruitment experience. If you do require an adjustment during the recruitment process, please contact your consultant via the phone number or email above.