Job title: Client Manager (Tax & Business Advisory)
Company: Bentley Recruitment
Job description :
Highly successful, growing and multidisciplinary mid-tier accounting firm Varied 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 Individuals Excellent salary on offer + bonuses 2 days WFH Flexible start and finish times ABOUT 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:
07 3229 8020, 0450 311 804 Your application will be treated with the strictest confidentiality.
Expected salary : $110000 – 120000 per year
Location : Brisbane, QLD
Job posting date : Wed, 12 Jun 2024 06:54:17 GMT
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