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Client Manager (Tax & Business Advisory)

Job description


What's on offer?

  • Manage a portfolio of high-level clients with clean files 

  • Exposure to multi-entity clients from a wide variety of industries 

  • Review compliance work completed by Junior Accountants 

  • Focus on higher level tax issues and advisory work for clients

  • Full-time or part-time with flexible start and finish times 

  • Exceptional training program and one-on-one mentorship 

  • Boutique environment with a professional, flexible and family friendly culture 


The Opportunity

Our client is a high-end boutique accounting firm based in the Southern Suburbs of Sydney. They provide high level accounting services to a range of clients from SMEs to large multi-entity clients. 

This role will be reporting to a Director and will focus on managing a portfolio of clients. Junior Accountants will be responsible for the majority of compliance work, and you will be responsible for reviewing their work, completing any complex tax issues, tax planning and ad-hoc advisory work for clients. 

This firm provides an exceptional work culture, with ample flexibility, benefits and training, creating a loyal and low-turnover team. 


Core Responsibilities 

  • Manage a portfolio of clients from SMEs to large multi-entity clients.

  • Review tax compliance work completed by junior accountants. 

  • Address any complex compliance issues. 

  • Provide strategies to clients in relation to budgeting & cash flow planning, structuring/restructuring, tax planning/minimisation strategies etc. 

  • Provide a holistic wealth service to clients


About You

To be successful for this role, you will: 

  • Degree Qualified 

  • CA or CPA Qualified 

  • Experienced in a similar role managing a portfolio of multi-entity clients 

  • Ideally 5+ years of public practice experience

  • Experience reviewing the work of junior accountants 

  • You will be a motivated individual with a positive attitude, professional attitude and excellent customer service skills 

  • Enjoy working in a tight-knit, boutique environment 


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/ 


For a full list of similar vacancies, visit: https://www.bentleyrecruitment.com.au/jobs