Client Manager - Close-knit Team Environment

Parramatta, NSW Sydney, NSW
$110,000-130,000 per year
Permanent
Full-time

3 days ago

$110k – $130k + Super
Parramatta location (in brand new offices)
Client facing role
Pleasant and supportive team culture - minimal overtime worked
Well established support team

My client, an independently operated boutique firm, is seeking to appoint a dedicated Client 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 role 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.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 quoting reference CO13455 or for additional information phone Chelsea Oey on .

Lawson Elliot

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