About Us: This firm has over 30 years being dedicated to helping clients grow and protect their wealth. Founded by experts with a passion for property and business, they offer specialised services for property investors, small to medium-sized enterprises (SMEs), and high-net-worth individuals.
They provide tailored solutions in tax, business advisory, and financial planning, focusing on helping clients achieve their long-term goals.
They are seeking an experienced Client Manager / Manager to join our vibrant team on the upper north shore. This is a pivotal role where you'll manage a substantial client portfolio while leading a team of 3-4 accountants at various levels. As a Client Manager, you'll be responsible for providing strategic advice to clients and ensuring the growth and development of your team. If you are looking for a dynamic, flexible, and supportive environment to advance your career, we want to hear from you!
Key Responsibilities: Client Portfolio ManagementOversee a portfolio of clients with a fee base ranging between $820,000 and $900,000, consisting of high-value clients such as large property investors, SME property investors, companies, trusts, super funds, and small businesses with turnovers of up to $2 million.Deliver strategic tax and business advice to clients across various industries, ensuring all needs are met effectively and professionally.Team Leadership and DevelopmentLead and manage a team of 3-4 accountants at different levels. You will be actively involved in the recruitment process, conducting interviews, and selecting the right candidates to join the team.Oversee annual performance appraisals, manage daily workflows, and offer ongoing training to ensure the team's professional development.Foster a supportive and empowering work environment, guiding your team members to success and helping them grow within the firm.Client Advisory and ConsultingProvide expert advice on a range of matters including tax minimization strategies, capital gains tax (CGT), retirement and succession planning, business restructuring, and preparing businesses for sale.Hold regular client meetings (both electronically and face-to-face) to discuss their business and financial goals, ensuring that all services are delivered in line with their needs.Develop long-term relationships with clients, becoming their trusted advisor for all financial and tax matters.Ideal Candidate: Experience and SkillsIdeally 5+ years of experience in Australian Tax, Business Services, and Advisory. You should have a proven track record of managing a diverse portfolio of clients and providing high-quality advisory services.Excellent written and verbal communication skills, with the ability to build strong relationships with clients and provide clear, concise advice.Strong leadership and team management skills with experience mentoring and developing junior staff.Client-FocusedA client-centric mindset, with a passion for helping clients navigate complex financial matters.Ability to manage client expectations and provide exceptional service consistently.Why Join Us? Flexible Work EnvironmentEnjoy the benefit of working from home 3 days a week, with a minimum of 2 days spent in the office. Flexible start and finish times are available to suit your personal and professional needs.Bonus ProgramBe rewarded for your team's success with a financial bonus structure based on team performance and financial achievements.Career Development and TrainingOn-the-job training and access to seminars to keep your skills sharp and up to date. We also encourage and support external training opportunities, with financial backing provided for professional courses and certifications (within reason).CA / CPA study leave support (5 days per year) to assist with your professional growth.Team Culture and SupportWork in a vibrant, open-plan office environment with a supportive and social team. We encourage team collaboration and regularly host social events to foster a positive work culture.Join a firm that places a strong emphasis on trust and empowerment, allowing you to manage your clients and team in a way that best suits your style, while adhering to reasonable guidelines.Location and Facilities: The office is conveniently located near public transport, with a train station directly across the street. We also offer on-site parking for Client Managers, making commuting hassle-free.
About the Role: As a Client Manager, you will be entrusted with a key role in both client management and team leadership. You'll be responsible for providing high-level advisory services, managing a diverse portfolio, and ensuring your team's success. You will report directly to the Partner and work closely with senior management to deliver exceptional outcomes for clients.
How to Apply: Click on APPLY and attach your resume. Alternatively, contact Ashley Courtney-Gentz for a confidential discussion:
Ashley Courtney-Gentz | LinkedIn#J-18808-Ljbffr