Client Manager - Family Office/CFO Advisory

Hart Recruitment
Sydney, NSW
A$130,000-$165,000 p/a
Accounting → Business Services & Corporate Advisory
Full-time
Remote

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

Northern Beaches, 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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