Client Manager - Brisbane City, Australia - Bentley Recruitment

    Bentley Recruitment
    Bentley Recruitment Brisbane City, Australia

    3 weeks ago

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    Description
    • 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
    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, contactRichard Erikson (Director)for a confidential discussion:
    • ,

    Your application will be treated with the strictest confidentiality.


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