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
2 days WFH
Flexible start and finish times
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:
