🚀 Client Manager – BAS Agent – Lead with Purpose in Bookkeeping & Advisory (Stable Part-Time Role)

📍 Location: Hybrid. Central Coast NSW (must work in our office for training and meetings, and maintain a professional home office setup)
⏱ Hours: Stable part-time role – 30 set hours per week, Monday to Friday
📊 Focus: Bookkeeping & Advisory for small to medium-sized businesses

We're looking for a Client Manager to help manage our clients and support our team, all within a Monday–Friday, 30-hour workweek that promotes work-life balance.

🔹 Your Role

> Manage a portfolio of clients

> Run strategic client meetings, provide cashflow advice, and recommend cloud solutions

> Review and finalise high-level bookkeeping, BAS, and payroll jobs

> Mentor and support your Client Manager and wider team (onshore & offshore)

> Collaborate with our CEO and Production Managers on client delivery and team performance

🧠 What You Bring

5+ years of experience in bookkeeping, including working within a bookkeeping firm.

5+ years in a client management or team leadership role

5+ Years of experience handling more than 25 clients

A fun, warm, and outgoing personality that shines through in team and client interactions

Excellent communication and people skills

Strong attention to detail, outcomes-focused, and proactive

Confidence leading performance reviews and guiding workflows

💻 Technical Toolkit

Required:

Cert IV in Bookkeeping

Professional home office setup with:

Dual computer screens

Reliable, high-speed internet

Dedicated work computer (for business use only)

Desirable:

BAS Agent registration

Software Proficiency:

Xero (90% of clients)

Karbon

Dext

Microsoft Office (O365)

Aider

Knowledge Base:

Small Business Advisory

SGC Obligations

Taxable Payments Annual Reports

BAS & IAS Lodgements

Payroll Compliance

🌟 Why Join Us?

A stable part-time leadership role (30 hours, Mon–Fri) with genuine long-term impact

Supportive, fun-loving team culture — we work hard and aim to laugh harder

Genuine client relationships built on trust and care

Ongoing training, PD, and CPE support

Annual attendance at industry conferences

Close, collaborative team with a tech-forward mindset