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Client Manager (Business Advisory & Virtual CFO)

Job description



Step beyond compliance.


About the Opportunity: 
  • Manage a portfolio of SME clients with turnovers from $1M to $10M
  • Transition from Tax & Business Services into advisory and Virtual CFO work
  • Learn commercial accounting, forecasting, and strategic advisory skills directly from an experienced Director
  • Be part of a growing advisory division with strong long-term career opportunities
  • Flexible hybrid working – 2 days WFH per week (post onboarding)
  • Competitive salary with biannual reviews
  • Supportive culture with modern office and social team events

About the Role:

Our client, a well-established mid-sized Chartered Accounting firm in Brisbane, is seeking a Client Manager to join their growing advisory division. This is an excellent opportunity for someone from a Tax & Business Services background who wants to broaden their skillset into commercial accounting and Virtual CFO services.

Working closely with a Director, you’ll manage a portfolio of SME clients while developing hands-on experience in budgeting, forecasting, management reporting, cash flow planning, and strategic business advice.

This is not a bookkeeping role. It is a career-development opportunity for someone who enjoys client relationships and wants to move beyond compliance into value-add advisory work.


Key Responsibilities:
  • Manage a portfolio of SME clients ($1M–$10M turnover) across various industries
  • Prepare and review tax returns and financial statements
  • Support delivery of advisory and Virtual CFO services including budgeting, forecasting, KPI reporting, and cash flow management
  • Assist clients with commercial insights to improve performance and profitability
  • Utilise Xero, Fathom, and Spotlight for reporting and analysis
  • Work closely with a Director on strategic client matters
  • Identify opportunities to deepen client relationships and expand services

About You:
  • CA or CPA qualified (or near completion)
  • 6+ years’ public practice experience in Tax & Business Services
  • Strong compliance and financial statement experience
  • Keen to transition into advisory, commercial accounting, and Virtual CFO work
  • Excellent communication skills and confidence working directly with clients
  • Proficient in Xero; exposure to Fathom or Spotlight advantageous but not essential

About the Firm:

Our client is one of Brisbane’s largest Chartered Accounting firms outside the CBD, known for exceptional client service, innovative structuring, and proactive advice. Growth has been driven almost entirely through referrals, reflecting their outstanding reputation in the market.

They offer a collaborative, flexible, and inclusive workplace culture, with a modern office and a genuine commitment to developing staff into broader advisory roles.


To Apply:

Click APPLY and attach your resume. Alternatively, contact Richard Erikson (Director) for a confidential discussion.
  • richard@bentleyrecruitment.com.au 
  • 07 3229 8020, 0450 311 804  
  • linkedin.com/in/richard-erikson01
For a full list of our vacancies, visit: 
www.bentleyrecruitment.com.au