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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:
ABOUT YOU:
HOW TO APPLY?
Click on APPLY and attach your resume. Alternatively, contact Richard Erikson (Director) for a confidential discussion:
Your application will be treated with the strictest confidentiality.
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Location
Brisbane
- Job type Permanent
- Discipline
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Reference
963465c
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Salary
$100,000 - $115,000
- 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
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:
- richard@bentleyrecruitment.com.au
- 07 3229 8020, 0450 311 804
- https://www.linkedin.com/in/richard-erikson-b4925637/
Your application will be treated with the strictest confidentiality.
