Busiess Serices Manager/Client Manager - Flexible Boutique Firm

Lawson Elliott Recruitment; Sydney; Hybrid; AUD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid work

Flexible hours

Job summary

Lawson Elliott Recruitment in Sydney CBD is seeking an experienced Client Manager to oversee a portfolio of clients, delivering tax and advisory services while coordinating work between in-house and offshore staff.

You will lead client meetings, resolve queries, and maintain strong relationships, with a focus on quality, efficiency and leadership development within a friendly, boutique firm that values long-term collaboration and flexible work arrangements.

Qualifications

• 6+ years of experience in Australian public practice.
• Experience reviewing/mentoring staff (offshore experience a plus).
• Proficient in Xero/XPM and cloud-based accounting software.

Responsibilities

• Manage a dedicated portfolio of clients, delivering tax and business advisory services and acting as the primary contact for clients.
• Oversee workflow, capacity planning and job allocation across the team.
• Review work prepared by local and offshore staff for accuracy and completeness.
• Lead client meetings and clearly communicate outcomes to nurture lasting relationships.

Skills

Client management

Team leadership

Communication skills

Time management

Education

CA/CPA/IPA designation

Tools

Xero/XPM

Job description

Lawson Elliott Recruitment – Sydney CBD NSW

Sydney CBD location (close to Martin Place & Wynyard Stations) - hybrid arrangements and flexible work hours

Long-standing boutique firm with a stable team and supportive environment

Option for full-time or a 4-day per week arrangement

My client is a well-established chartered firm in the heart of the CBD. They have a 30 + year history offering tax, accounting, and corporate secretarial services to a loyal client base that include SME’s, corporates, and notable high-net worth individuals and family groups ( which has grownalmost entirely through word of mouth).

The Founding Partner has extensive industry experience, sits on the boards for various charitable organistions, has a strong background working with top-tier firms prior to starting his own practice.

Inside the office you’ll find a friendly and down-to-earth team of 15, supported by a team of offshore accountants and bookkeepers. The business has excellent longevity among the team, which is a testament to the supportive, social, and family-oriented culture they promote.

They are now seeking an experienced Client Manager to join their team. In this role you will be managing a portfolio of clients (moving jobs through to completion), reviewing the work of inhouse and offshore staff, and acting as a key point of contact for clients.

The practice is continuing to grow and embracing tech developments. So this is a great opportuntiy for someone looking to join a close-knit team where they can make an impact, and continue to develop their leadership skills.

Key responsibilities

• Managing a dedicated portfolio of clients, delivering tax and business advisory services, and serving as the primary point of contact
• Oversee workflow, capacity planning and job allocation
• Reviewing work prepared by local and offshore team members
• Liaising directly with clients to resolve queries, talk through outcomes and nurture lasting reltionships. Including leading client meetings and communicating complex issues clearly

The ideal candidate will:

• Possess a relevant tertiary level qualification and hold a CA, CPA, or IPA designation
• Have 6 + years recent experience in Australian public practice, including experience reviewing/menting staff (experience working with an offshore team would be highly advatageous)
• Be proficient in Xero/XPM and other cloud-based accountign softwares
• Have strong professional communication skills - and experience dealing directly with clients
• Be well organised, with strong time-management skills and excellent attention to detail