Accountant / Assistant Client Manager
Core
Support senior client manager in managing client relationships, overseeing project delivery, and ensuring client satisfaction for high net worth family groups and SMEs.
Role type
Senior IC accountant / client manager
Builds
Accounting and tax compliance, tax planning, business advisory, SMSF, wealth management, and estate planning services
Domain
Accounting and financial planning
Deliverable
client delivery
Required skills
Xero proficiency, tax and business services knowledge, financial statement preparation, client onboarding, compliance with tax legislation, project management, multi-client coordination
Preferred skills
Equity pathway eligibility, high-performance track record
Technologies
Xero
Responsibilities
Assist Director in managing and nurturing client relationships; Support planning, execution, and monitoring of client jobs; Identify advisory opportunities; Prepare financial statements and reports; Maintain accurate client records; Ensure compliance with tax legislation; Coordinate with internal teams and external stakeholders; Assist in new client onboarding
Seniority
Senior, hands-on IC