Client Manager (Tax & Business Advisory)

• 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: 

• [email protected] 
• 07 3229 8020, 0450 311 804  
• https://www.linkedin.com/in/richard-erikson-b4925637/ 

Your application will be treated with the strictest confidentiality.