Senior Accountant / Client Manager
Core
Senior Accountant / Client Manager owning client relationships, finalizing financial statements, and providing strategic tax advice.
Role type
Senior Accountant / Client Manager
Builds
Annual financial statements, tax returns, and business activity statements for a portfolio of clients.
Domain
Accounting and Taxation
Deliverable
client delivery
Required skills
Client relationship management, financial statement preparation, tax return preparation, strategic tax planning, ATO correspondence, mentoring junior staff, process improvement
Preferred skills
Xero proficiency, MYOB or QuickBooks experience, CA/CPA qualification
Technologies
Xero, MYOB, QuickBooks
Responsibilities
Managing a portfolio of clients as primary point of contact, reviewing and finalizing annual financial statements, overseeing preparation of income tax returns and BAS, providing strategic tax planning advice, leading ATO correspondence, mentoring junior accountants, staying ahead of tax law changes, working with partners on client strategy, identifying growth opportunities, driving process improvements
Seniority
Senior, hands-on IC with mentorship duties