About Our Client
Our client is a chartered accountancy firm that works collaboratively with clients to increase their profits and wealth, reduce financial risk while implementing automated systems to free up time for the business owners. Offering flexible and fixed fee services, they also provide access to a network of reputable and professional advisors ranging from: corporate advisory, lawyers, finance brokers, financial planners, and insurance specialists.
They have a solid portfolio of clients ranging from: start-ups, online businesses, entrepreneurs, technology businesses, and family groups. Our client ensures that their clients get every advantage in the market.
About The Role
Our client is seeking a dynamic individual to join their rapidly expanding team in North Sydney as a Client Manager specializing in Business Services and Tax.
The role will entail playing a pivotal role in providing financial guidance to SME business owners and high net worth family groups, serving as their primary point of contact and assisting them in navigating their financial journey.
Key Responsibilities:
Independently manage a diverse portfolio of clients
Offer tailored taxation, business and financial advice to meet clients' specific needs
Ensure timely delivery of business and tax compliance services
Provide outsourced CFO and finance department services to clients
Collaborate internally with various teams and manage offshore resources to meet client objectives
Contribute to the on-going development of internal procedures to enhance operational efficiency
Actively contribute to the growth and success of the firm
About You
This is a fast-paced and client-facing role so excellent communication and technical proficiency is crucial to the position. This role is critical to the delivery of service excellence.
Minimum 2-3 years' experience in a similar role
Chartered Accountants qualification or equivalent
Competent in time management and excellent communication with great client service / client-facing ability
Technical proficiencies with Xero, Windows Excel, Windows Word, QuickBooks, and MYOB
Strong team player
Eagerness to learn and adapt to new tasks, systems, processes, and software
What Is Offered
Competitive remuneration structure tied to individual financial contribution, offering limitless pay increase potential
Employee share options provided annually for staff with at least 1 year of tenure within the business
Possibility of a 4-day working week
Additional 4 days of paid leave annually for pursuing social justice or environmental causes
Career progression prospects
Great connections within industry
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