_{24th October, 2025}

Role Highlights:

• Initial salary of $120,000 - $140,000 plus superannuation and bonuses
• Individual and team-based bonuses
• Hybrid working structure for work-life balance
• Formal professional development opportunities
• A meaningful role where your impact on client outcomes and business growth is visible
• Opportunity to broaden your advisory skills across diverse industries
• Supportive, team-oriented culture where collaboration and continuous learning are valued
• Exposure to high-value clients (>$100m) and complex advisory projects

About our Client
Our client is a boutique chartered accounting and business advisory firm combining decades of experience with a passionate, team-based approach. Working closely with families and privately owned businesses across diverse industries, including construction, medical, and hospitality, they provide strategic advisory, tax, structuring, business recovery, and bookkeeping services. As they continue to grow, they are seeking a Client Manager who will be a key driver in maintaining and elevating the high standard of client care and business advisory.
 
Role Overview:
As Client Manager, you will act as the primary point of contact for a portfolio of clients, managing the client relationship end-to-end and working with our technical teams to deliver accounting, tax, advisory, and business growth outcomes. You will be responsible for ensuring client satisfaction, identifying opportunities to add value, coordinating service delivery, and contributing to client growth and retention.
 
Key Responsibilities:

• Serve as primary client liaison and trusted advisor for an assigned client portfolio
• Lead discovery and needs analysis with clients to identify advisory, tax planning or business improvement opportunities
• Oversee the delivery of compliance (tax returns, BAS, financial reporting) and advisory engagement deliverables
• Coordinate and manage internal teams (accounting, tax, bookkeeping) to ensure work is delivered on time, to quality, and within budget
• Prepare proposals, present fees, negotiate scopes, and upsell additional services (e.g. structuring, business recovery, benchmarking)
• Monitor client profitability, engagement margins, risks and billing
• Actively contribute to business development efforts — e.g. networking, referrals, marketing campaigns
• Mentor and guide more junior staff in client management, delegation, and technical execution
• Stay current with regulatory, tax, and industry trends and provide insights/education to the client

Skills & Experience:

• Bachelor's degree in Accounting, Finance or equivalent; CA/CPA or near-qualified is preferred
• Several years of public practice or advisory experience, ideally with client management exposure
• Strong technical capability across tax, accounting, advisory (or eagerness to deepen)
• Exceptional communication and interpersonal skills — ability to build rapport with owners/operators
• Track record in growing client relationships, cross-selling value-added services
• Ability to manage and prioritise multiple clients/projects, with strong organisational skills
• Sound commercial acumen and ability to interpret financial information
• Leadership or mentoring experience (even informal) is desirable

What's on Offer:

• Initial salary of $120,000 - $140,000 plus superannuation and bonuses
• Formal bonus and incentive components
• Hybrid working structure for work-life balance
• Formal professional development opportunities
• A meaningful role where your impact on client outcomes and business growth is visible
• Opportunity to broaden your advisory skills across diverse industries
• Supportive, team-oriented culture where collaboration and continuous learning are valued
• Exposure to high-value clients (>$100m) and complex advisory projects

Shortlisting will begin once applications are received.
 
For a confidential discussion about this position, please call Shaun from Minchin Recruitment via hello@minchinrecruitment.com.au or (07) 3733 3544.
 
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