Catalina Consultants | Senior Accountant/ Client Manager

Details of the offer

Business Services & Corporate Advisory (Accounting)
Full time
Based in Sydney CBD, join Kellaway Cridland, an established chartered accounting practice with over 40 years of success in accounting. We specialise in professional advice and services, catering to individuals, family groups, businesses, and associated entities like self-managed superannuation funds, family trusts, and private companies. Our priority is to manage business and personal affairs efficiently and tax-effectively.
Our client base spans various industries and professions, and we offer tailored services to meet each client's specific needs. At Kellaway Cridland, we aim to create a structured approach where both business and personal financial matters are managed simply and effectively. You would be joining a team that strives to continually adapt to the evolving business environment and deliver exceptional service to our customers.
About the Role We are seeking an experienced Senior Accountant/Client Manager in a two-director boutique firm to join our team. You will be responsible for managing a portfolio of clients while working alongside two other managers and a shared team of staff.
Be the main point of contact for a portfolio of clients and oversee the completion of delegated compliance work. Handle the management of accounting, taxation, and advisory tasks. Work closely with clients to support them with all compliance and advisory matters. Develop strong client relationships, providing excellent tailored services to clients. Take ownership of workflow management, including documenting, monitoring, and improving where possible to ensure timely delivery of service. Manage the review of staff work and provide feedback. Assist with staff training and help answer staff queries. Strive to always promote a positive office culture. Qualifications and Experience: A Bachelor's in Accounting or equivalent degree with a Chartered Accountant (CA) or Certified Practicing Accountant (CPA) qualification. 8 to 10 years' experience in public practice and experience as a Business Services Manager. Comfortable working with a variety of software (Software we use – XERO, FYI Docs, Class, ATO Mate, Now Infinity, Annature, Microsoft Suite). Comfortable and highly experienced with frequently reviewing staff work. An ability to delegate and supervise staff effectively. Strong communication skills to liaise directly with clients, stakeholders, regulatory bodies, and staff. High attention to detail, well-developed organisational skills with the ability to work autonomously and as part of a team. Be able to share staff as well as manage workflow in tandem with other managers. What we can offer you: Dynamic and supportive work environment. Training, development, and road to partnership opportunities. If you are a motivated and results-driven individual with a passion for client management, we would love to hear from you. Please submit your CV and cover letter outlining your relevant experience and why you are the ideal candidate for this exciting role in our business.
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a business services manager? How many years of public practice accounting experience do you have? Do you have experience using Xero? How many years of taxation experience do you have? Have you completed a chartered accountant (CA) qualification? What's your expected annual base salary? Have you completed a certified practising accountant (CPA) qualification? #J-18808-Ljbffr


Nominal Salary: To be agreed

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