Norwest location - hybrid arrangements once settled into the role
Stable, client-facing role with an established but growing business
My client is an integrated financial services practice offering expertise across wealth management, accounting & tax, SMSF and estate planning. They service a broad range of individuals, families, and business owners.
The firm has a 20 + year history in the market and continues to grow through strategic acquisitions. The business has multiple offices across NSW and a combined team of 50+ staff - 10 of which sit in their accunting and tax division.
They are now seeking a proactive Accountant/Client Manager to join their tax team. This role is responsible for managing a portfolio of approx. $400k in annual fees - with clients across a wide variety of industries.
Your role will involve preparing compliance work, reviewing the work of offshore staff, and delivering high-quality advisory services. The ideal candidate will not only have a strong technical foundation but excellent client-facing and relationship building skills – being the key point of contact for their portfolio.
This role has come about due to a long-standing staff member transitioning into a new role within the business.
As a practice they use Xero/XPM as their main accounting software. They currently use timesheets but are looking at moving to a fixed fee model in the future.
This role has the option to work out of the firms CBD or Norwest location with hybrid work arranagements on offer once settled into the team. This is an excellent opportunity to join a high-growth business with strong long-term progression opportunities.
Key duties will include:
- Managing a portfolio of clients from end-to-end
- Responding to client queries, liaising with the ATO/ASIC and other external service providers
- Preparing and reviewing financial statements, tax returns, BAS, IAS & FBT return
- Conducting tax planning and provide strategic tax advice
- Assisting select clients with budgeting, forecasting, cashflow, and preparing management reports
The ideal candidate will possess:
- A relevant tertiary degree and IPA/CA/CPA qualification
- 5 + years experience in public practice
- Strong communication skills and experience with direct client communication/relationship management
- Practical experience with Xero & MYOB software
- Strong analytical and problem-solving skills.
- The ability to work independely and manage multiple competiting priorites
Senior Accountant/Client Manager employer: Lawson Elliott Recruitment
Join a dynamic and innovative investment firm that is rapidly expanding its presence across Australasia, offering a unique opportunity for growth and development in the corporate finance sector. With a strong emphasis on collaboration and professional advancement, employees are encouraged to engage in meaningful projects that directly impact the business while enjoying a supportive work culture that values expertise and initiative. Located in a vibrant market, this role not only promises competitive remuneration but also the chance to be part of a forward-thinking team that is shaping the future of finance.
Contact Details:
Lawson Elliott Recruitment Recruitment Team
