Could You Be Our Next Client Manager?

White Oaks Advisory; Canterbury-Bankstown; Sur place; AUD 102 000 - 138 000; Plein temps

Avantages offerts par ce poste

Competitive remuneration

Clear career pathway

Career progression

Professional development

Mentoring and responsibility

Flexible working arrangements

Diverse client exposure

Breadth across accounting, taxation, &

Portfolio of client relationships

Résumé du poste

White Oaks Advisory is seeking a Senior Accountant who can grow into a Client Manager, handling a mix of accounting, taxation, and advisory work for a diverse client base. You will focus on developing client relationships, delivering practical financial insights, and expanding your leadership and advisory capabilities within a supportive firm.

You will work with Xero and MYOB, advancing your skills beyond compliance while progressing toward a formal Client Manager role as you gain experience and

Qualifications

• 2–3 years’ experience in a similar senior accounting role.
• Bachelor’s degree in Accounting, Finance or a related discipline.
• CPA, CA or IPA qualification, or currently working towards one.

Responsabilités

• Accounting and financial reporting for client engagements.
• Taxation and compliance for diverse clients.
• Client relationship management and advisory involvement.
• Developing into a Client Manager with leadership responsibilities.

Connaissances

Client management

Accounting

Communication

Financial analysis

Formation

Bachelor's in Accounting/Finance

CPA/CA/IPA track

Outils

Xero

MYOB

Description du poste

White Oaks Advisory, our new name for Owbiz Corporate Pty Ltd, is looking for an experienced and motivated Senior Accountant who is looking to develop into a Client Manager to join our growing team.

If you enjoy more than just preparing accounts and would like to understand businesses, work closely with clients and provide practical advice, we would be pleased to hear from you. This is an opportunity to join a client-focused accounting and advisory firm where your experience is appreciated, your ideas are welcomed, and you will have the opportunity to progressively take on greater client responsibility and develop towards a Client Manager role.

Why Join Us?

At White Oaks Advisory, we believe in creating an environment where people can develop their skills, take on new opportunities and enjoy the work they do. When you join our team, you’ll have the opportunity to:

• Grow your career | Take on greater responsibility and build your experience across accounting, tax and business advisory, with a clear pathway towards becoming a Client Manager.
• Develop your skills | Access training, guidance and practical opportunities to broaden your professional knowledge and develop the skills required to manage client relationships and engagements.
• Work closely with clients | Build meaningful relationships with business owners and help them understand their financial position and make informed decisions. Over time, you will take greater ownership of client relationships and become a key point of contact for your clients.
• Be part of a supportive team | Work alongside people who are willing to share their knowledge, collaborate and support one another.
• Guide and mentor others | Share your experience with junior team members and contribute to their development, while developing your own leadership and client management skills.

About White Oaks Advisory

White Oaks Advisory is a growing accounting and advisory firm focused on building lasting relationships with our clients. We work with a diverse portfolio of businesses across a range of industries, providing practical accounting, taxation and advisory services tailored to each client's circumstances.

As our Firm continues to grow, so does the range of services we provide. We are looking for someone who would like to be part of that journey – contributing to the work we do for our clients while continuing to develop their own skills and experience.

This role is particularly suited to an accountant who is ready to take the next step in their career – moving beyond primarily technical and compliance work and progressively developing the commercial, communication and relationship management skills required of a Client Manager.

The Role

As a Senior Accountant developing into a Client Manager, you will work across a diverse range of client engagements, including:

• Accounting and financial reporting
• Taxation and compliance
• Tax planning
• Business structuring
• Bookkeeping and management reporting
• Budgeting and forecasting
• Business and advisory services
• Client relationship management
• Communicating directly with clients and becoming a trusted point of contact
• Taking increasing ownership of client engagements and deadlines
• Identifying client needs and opportunities for additional advisory services
• Working with and coordinating our support team by assigning and reviewing work, providing guidance and training, and ensuring work is completed to the Firm’s standards
• Working with the Practice Director to develop your client management and advisory skills

The role will involve managing client work, working through deadlines and communicating directly with clients to understand their needs and provide practical solutions. As you develop, you will progressively take on greater responsibility for managing client relationships, coordinating client work and overseeing engagements, with the goal of developing into a Client Manager.

It would suit someone who would like to move beyond compliance and build a long-term career in accounting, advisory and client management.

You’ll work with a good level of autonomy and report directly to the Practice Director.

About You

You’re an experienced accounting professional who takes care with your work, enjoys working with clients and is looking for an opportunity to continue developing professionally.

Importantly, you are someone who wants to progress beyond being a technical accountant and develop into a trusted adviser and Client Manager. You enjoy dealing with clients, are comfortable taking responsibility and are motivated by the opportunity to build long-term client relationships.

You’ll bring:

Experience & Qualifications

• 2–3 years’ experience in a similar senior accounting role
• Bachelor’s degree in Accounting, Finance or a related discipline
• CPA, CA or IPA qualification, or currently working towards one
• Experience across accounting, bookkeeping, taxation and client management
• Genuine interest in developing your client relationship, communication and business advisory skills
• Ability and willingness to progressively take ownership of client relationships and engagements

Technical Skills

• Familiarity with Xero, MYOB and other mainstream accounting platforms
• Good understanding of accounting principles, taxation and financial reporting
• Experience with budgeting, forecasting and financial analysis
• Understanding of business structures and compliance requirements

Leadership & Team Management Skills

As this role is designed to develop into a Client Manager position, you should also demonstrate:

• Comfortable in delegating work and giving clear instructions
• Review and provide constructive feedback on the work of others
• Willing to train and develop junior team members
• Confidence communicating directly with clients
• The ability to build professional and trusted client relationships
• Strong written and verbal communication skills
• The ability to understand a client's business beyond the numbers
• A willingness to take ownership and accountability for client work
• An interest in developing leadership and mentoring skills
• The ability to identify issues, ask the right questions and seek practical solutions

What We Value

We’re looking for someone who is:

• Client-focused | enjoys building positive and professional client relationships
• Commercially minded | able to apply accounting knowledge to practical business situations and understand the broader needs of a client's business
• Detail-oriented | takes care with accuracy and presentation
• Proactive | comfortable taking ownership of tasks and responsibilities and willing to take the initiative with clients
• Organised | able to manage priorities and deadlines across multiple client engagements
• A good communicator | comfortable communicating with clients and colleagues
• Collaborative | enjoys working as part of a team and sharing knowledge
• Reliable and professional | someone clients and colleagues can work with comfortably
• Growth-minded | keen to develop professionally, take on greater responsibility and progress towards a Client Manager role

What We Offer

We want our people to have the opportunity to develop their careers while working in a supportive and enjoyable environment. You can expect:

• Competitive remuneration based on experience and capability
• Clear career pathway from Senior Accountant towards Client Manager
• Career progression within a growing accounting and advisory firm
• Professional development and training
• Mentoring and opportunities to take on additional responsibility
• Practical development in client management, business advisory and leadership
• A supportive and collaborative team environment
• Exposure to a diverse range of clients and industries
• Flexible working arrangements
• The opportunity to develop your experience across accounting, taxation and business advisory
• The opportunity to progressively build and manage your own portfolio of client relationships

Salary:

$120,000 (Negotiable based on experience and capability)

Employment Type:

Full-time

Start Date:

Immediate

Your Next Step

If you’re looking for an opportunity to broaden your experience, work closely with clients and progress from Senior Accountant into a Client Manager role, we’d be pleased to hear from you.

This is an opportunity for someone who is ambitious and wants more than a traditional accounting role. We are looking for someone who wants to develop their technical accounting skills alongside their client management, communication and business advisory skills, with the aim of becoming a trusted Client Manager within the Firm.

You’ll be joining a team where your experience is appreciated, your development is supported and you will have the opportunity to take on greater responsibility as you demonstrate your capability.

We’d love to hear from you.

You must have the right to live and work in Australia to apply.

Due to the high volume of applications, only shortlisted candidates will be contacted.