Client Manager/Junior Manager

Client Manager – Inner Brisbane Suburbs

An exciting opportunity to join a long-standing and respected firm located in Brisbane’s inner suburbs. With over 30 years of experience in tax, business advisory, and wealth management, the firm supports property investors, SMEs, and high-net-worth individuals. As a Client Manager, you’ll lead a small team and manage a diverse portfolio within a collaborative and supportive environment.

Key Responsibilities Client Portfolio Management

• Manage a portfolio of clients with a fee base up to $800,000.
• Work across a variety of structures: companies, trusts, SMSFs, and SMEs.
• Provide strategic tax planning and business advisory services.

• Deliver advice on CGT, tax strategies, succession planning, restructures, and business sales.
• Build long-term relationships through regular meetings and proactive communication.
• Act as a key point of contact for business and financial guidance.

• 5+ years’ experience in Australian public practice.
• CA/CPA qualified or nearing completion.
• Experience managing client relationships and delivering advisory services.
• Strong communication and team management skills.
• Availability for 3–4 weeks of in-office training during onboarding (Inner Brisbane location).

• Hybrid working: 2 days WFH, 3 days in-office.
• Flexible start and finish times to suit your lifestyle.

• Ongoing internal and external training.
• Support for CA/CPA studies, including 5 days of paid study leave per year.
• Opportunities for advancement into senior leadership.

• Friendly, collaborative team culture in an open-plan office.
• Emphasis on autonomy, mutual respect, and knowledge-sharing.
• Regular team activities and a welcoming environment.

• Easily accessible office in Brisbane’s inner suburbs, close to public transport.