Client Manager - Family Office/CFO Advisory
Hart Recruitment
Posted 9 days ago
Rare opportunity
Boutique, innovative, technologically-focused accounting firm
Remote role but still require staff to come in from time to time due to team events/clients
Close-knit team
Client base of HNWI/family office, foreign owned subsidiaries, media and entertainment industries
My client is a new age accounting firm that has been established for over 15 years started by a team from Big 4 and mid-tier accounting firms. They service a unique and complex market, offering Accounting, Tax, Audit, CFO Advisory and Family Office services and are currently on the lookout for their next Manager. Clients include family-owned businesses, IT, media and entertainment industries, foreign subsidiaries and HWNI and their related entities.
Responsibilities include:
Manage own portfolio of clients and 2 staff members
Prepare monthly management reports and financials to board of directors including cashflow, profit and loss, balance sheet and project costing reports
Review of client payroll function
Implement new systems, structures and procedures to protect assets and wealth
Prepare and review of compliance documents including financial statements, tax returns, FBT and BAS
Conducting research, providing advice and implementing strategies to optimise client outcomes
Manage billings and WIP
Special ad-hoc project work
Applicants:
Experience in similar role in an accounting/family office firm
CA/CPA qualified
Sydney-based ideally
Familiar with cloud-based applications such as Xero
Great communication and interpersonal skills due to client facing nature of role
Diligent and an eye for accuracy and completeness
Ability to manage own portfolio and build on client relationships
Solutions-oriented mindset and able to articulate information of varying complexities to clients effectively
For a confidential discussion, please call Daniel Van on 02 8296 5888.
Email applications to [email protected]
About Hart Recruitment
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.
Manager - Business Advisory - WFH
KeyMoves

Assistant Manager (Tax & Business Advisory)
Bentley Recruitment

Business Services Manager - Tax and Business Advisory
Hamilton York

Business Services Manager
Hart Recruitment
Senior Client Services Manager (Accounting)
LHP Partners Chartered Accountants

Client Intake and Management Officer/Client Support Officer
Ability Hub Services
Fully Remote Accountant / Client Manager
Sky Accountants

Senior Accountant - Remote (Primary Production Clients)
MW Recruitment
