At a Glance
- Tasks: Manage client portfolios, provide proactive advisory, and lead a team.
- Company: Fast-growing tech-forward accounting firm with a vibrant culture.
- Benefits: Hybrid work model, personal PA, monthly training, and fun celebrations.
- Other info: Dynamic environment with clear career progression and a healthy work-life balance.
- Why this job: Make a real impact by advising clients and growing your own portfolio.
- Qualifications: Experience in financial statements, tax knowledge, and strong relationship-building skills.
The predicted salary is between 130000 - 160000 $ per year.
Manager - Client Advisory | $130K–$160K + Super
Our client is a fast-growing, tech-forward accounting and financial planning group west of Parramatta.
They are looking for a Manager who loves spending time with clients and wants to be known for business advice, not for preparing tax returns.
- The firm
- Three-partner firm of around 50 staff, with a brand-new five-star office
- Strong technology focus and a genuine growth story, with clear career progression
The role
- Own and grow your own portfolio, currently around $800K–$900K with a goal of $1M
- Lead 2–3 offshore team members, delegating, mentoring and leading by example
- Meet with clients at least twice a year, and often quarterly or monthly
- Provide proactive advisory, management reports, cash flow budgets and profit plans
- Review (not prepare) tax returns, financial statements, BAS/IAS and payroll tax reporting
- Advise on CGT, income tax and payroll tax, and liaise with the tax authorities
- Identify opportunities within and beyond your client base, and build referral relationships with business partners
- Meet agreed KPIs and keep your knowledge of legislation up to date
About you
- Experience preparing and reviewing financial statements and tax returns
- Excellent tax knowledge and strong analytical skills
- A proven ability to build relationships and grow business
- An outgoing communicator who can hold a room and still get the work done at deadline time
- Confident with Word, Excel and email
- Comfortable working independently and as part of a team
- The benefits
- Hybrid: 3 days in the office and 2 from home, with flexible hours (the first month is ideally in the office while you settle in)
- A personal PA to manage your diary and email
- No timesheets
- Monthly technical training
- Annual retreats, monthly drinks and mid-year and end-of-year celebrations
- A healthy approach to hours: work hard and focused, then go home
- #J-18808-Ljbffr
Manager – Client Advisory in Sydney employer: The Andersen Partnership
The Andersen Partnership is an exceptional employer, offering a dynamic work environment in the heart of Sydney where innovation meets finance. With a strong focus on employee growth, you will have the opportunity to transition into leadership while working closely with the CFO on transformative projects. Our collaborative culture and commitment to professional development ensure that you will thrive both personally and professionally in this exciting role.
