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Client Manager

The Client

This is an established CBD firm with 3 Partners and around 25 staff. They set themselves apart with the highly individualized service they provide to each client. They build genuine relationships and as such their clients stay with them for decades and continue to refer work to them. This has resulted in steady growth over the last several years.

The Role

This is a rare and exciting opportunity for an experienced supervisor or client manager who wants to run a portfolio of fees autonomously:
  • Manage a portfolio of compliance and advisory work for private clients
  • Build strong and lasting relationships
  • Act as a “trusted advisor” for clients
  • Tax returns for all entities
  • BAS/IAS
  • Advisory work, benchmarking, budgeting & forecasting, restructures
The Person
  • CA/CPA Qualified
  • Experience managing clients directly
  • Ability to work autonomously
  • Excellent communication skills
  • Comfortable working in a smaller team
Job Offer
  • Great opportunity for an advanced senior or supervisor looking to step up
  • Fully autonomous role – manage your clients your way
  • Direct access to clients from day 1
  • Flexible working hours (start and finish when you want)
  • Work from home available
  • Client open to someone working 4 days a week
Please reach out to me, Sarah Mulvenna to discuss on 0413 891 245. Even if this role isn't exactly what you are looking for I would love to discuss your career and see if I can suggest a better fit.