Client Manager Tax

Wood Accounting; Sutherland Shire Council; Hybride; AUD 100 000 - 120 000; Plein temps

Résumé du poste

Wood Accounting in Sutherland, Sydney seeks a Senior Business Services Accountant or Client Manager to own a portfolio of small-business and family-group clients. Office-based or hybrid role with a salary of AUD 100,000–120,000 plus super.

You will prepare financial statements and tax returns for companies, trusts and partnerships, manage client relationships, and drive workflow and process improvements using cloud tech and AI tools. Strong Xero experience is essential.

Qualifications

• Senior Accountant or Client Manager capability.
• Experience with companies, trusts, partnerships and individuals.
• Advanced Xero skills and strong Xero Tax experience.
• Confidence working directly with business owners.
• Strong written and spoken communication.
• Sound technical judgement and personal organisation.
• Reliable and accountable approach to progressing work.
• Interest in technology, AI, automation and continuous improvement.

Responsabilités

• Manage an allocated portfolio of business and individual clients.
• Act as the primary day-to-day contact for those clients.
• Prepare company, trust and partnership financial statements and tax returns.
• Prepare more complex individual tax returns.
• Handle BAS, IAS, tax planning and other compliance work.
• Manage workflow, deadlines and client-information follow-up.
• Explain results and tax outcomes clearly to business owners.
• Produce complete, accurate and review-ready files.
• Resolve routine matters and elevate complex issues appropriately.
• Contribute to improvements in systems, workpapers and processes.

Connaissances

Senior Accountant

Client Manager

Companies/Trusts/Partnerships

Advanced Xero skills

Xero Tax experience

Communication

Technical judgement

Organisational ability

Tech & AI interest

Reliability & accountability

Formation

CA, CPA or IPA

Outils

Xero

Xero Tax

FYI Docs

Dext

Practice Ignition

Content Snare

NowInfinity

BGL 360

Microsoft 365

Teams

ChatGPT Business

Description du poste

Senior Business Services Accountant / Client Manager

Sutherland, Sydney | Office-based or hybrid | $100,000–$120,000 plus super

Wood Accounting is growing, and we are looking for an experienced Senior Business Services Accountant or Client Manager to take ownership of a portfolio of small-business and family-group clients.

We are a small, modern accounting practice based in Sutherland. Our clients value direct access to their accountant, responsive service and clear explanations in plain English.

This is an opportunity to manage clients directly, take responsibility for work from commencement to completion and join a practice that genuinely embraces cloud technology, responsible use of AI and better ways of working.

The role

You will:

• Manage an allocated portfolio of business and individual clients
• Act as the primary day-to-day contact for those clients
• Prepare company, trust and partnership financial statements and tax returns
• Prepare more complex individual tax returns
• Handle BAS, IAS, tax planning and other compliance work
• Manage workflow, deadlines and client-information follow-up
• Explain results and tax outcomes clearly to business owners
• Produce complete, accurate and review-ready files
• Resolve routine matters and elevate complex issues appropriately
• Contribute to improvements in systems, workpapers and processes

You will work closely with our Senior Accountant as the primary reviewer for routine work, with Partner support available for complex, high-risk and strategic matters.

About you

You will ideally have:

• Senior Accountant or Client Manager capability
• Experience with companies, trusts, partnerships and individuals
• Advanced Xero skills and strong Xero Tax experience
• Confidence working directly with business owners
• Strong written and spoken communication
• Sound technical judgement and personal organisation
• A reliable and accountable approach to progressing work
• An interest in technology, AI, automation and continuous improvement

CA, CPA or IPA qualification is preferred, although substantial relevant experience will also be considered.

Why Wood Accounting?

• Genuine ownership of a client portfolio
• Direct client relationships and varied work
• Modern, cloud-based systems
• A small, close-knit team
• Modern, cloud-based systems
• Xero-focused working environment
• Practical use of AI and automation
• Support from an experienced Senior Accountant and Partner
• Office-based or hybrid work, with regular agreed days in Sutherland

Our technology includes Xero, Xero Tax, FYI Docs, Dext, Practice Ignition, Content Snare, NowInfinity, BGL 360, Microsoft 365, Teams and ChatGPT Business.

This is not a fully remote role. We are looking for someone who can work regularly with the team in our Sutherland office.

If you would like greater ownership, direct client contact and the opportunity to work in a modern small practice, we would be pleased to hear from you.

No recruitment agencies unless previously engaged.

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