Job title: Client Manager (Tax & Business Advisory)Company: Bentley RecruitmentJob description: Highly successful, growing and multidisciplinary mid-tier accounting firmVaried position working closely with the Directors of the organisation (ex-Big 4 and 2nd tier)Client portfolio of large multi-entities and Ultra High Wealth IndividualsExcellent salary on offer + bonuses2 days WFHFlexible start and finish timesABOUT THE OPPORTUNITY:This is an exciting and rare opportunity to join a progressive and modern accounting/wealth firm in Brisbane. With a focus beyond tax compliance services, this organisation has built an outstanding range of service offerings that covers the entirety of a client's financial and wealth needs, including tax advisory, SMSF management, wealth services and risk/succession advisory. They now have an impressive client base made up of high-profile individuals, entrepreneurs, SMEs, large privates, family office and foreign investors. Due to continued growth and success, this firm is now seeking an experienced Client Manager, to manage a client portfolio in the area of tax & business advisory.CORE RESPONSIBILITIES:You will work closely with one of the Accounting Partners and:Manage a portfolio of clients from SMEs to large multi-entity clients.Provide strategies to clients in relation to budgeting & cash flow planning, tax structuring, tax planning, business structuring etc.Prepare tax compliance for all entities including consolidated tax returns.Provide a holistic wealth service to clients and identify opportunities to cross-sell company services.Support the Directors and assist with the strategic direction of the firm.Assist with the supervision and review of junior accountants.Maintain an ongoing awareness of market/industry and competitor trends and grow your portfolio through referrals and general networking.ABOUT YOU:CA or CPA qualified accountant.Strong communication skills with the ability to liaise directly with clients, C-level contacts, and high-profile individuals.You will be a motivated individual with a positive attitude, professional demeanour and excellent customer service skills.HOW TO APPLY?Click on APPLY and attach your resume. Alternatively, contact Richard Erikson (Director) for a confidential discussion:****** 3229 8020, 0450 311 804https://www.linkedin.com/in/richard-erikson-b4925637/Your application will be treated with the strictest confidentiality.Expected salary: $110000 – 120000 per yearLocation: Brisbane, QLDJob posting date: Wed, 12 Jun 2024 06:54:17 GMTApply for the job now!
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