Hybrid Client Advisory Manager | Grow a $1M Portfolio

The Andersen Partnership; Sydney; Hybrid; AUD 130,000 - 160,000; Full time

Benefits offered by this job

Hybrid: 3 days in the office and 2 at‑

Personal PA to manage your diary and e

No timesheets

Monthly technical training

Annual retreats and celebrations

Job summary

The Andersen Partnership in Sydney is seeking a Manager - Client Advisory who loves working with clients and delivering business advice rather than tax preparation. You will own and grow a portfolio currently around $800K–$900K with a target of $1M and lead a small offshore team to enable high-quality advisory work.

Meet with clients regularly, provide proactive advisory, cash flow budgets and profit plans, and review tax returns and financial statements.

Qualifications

• Experience preparing and reviewing financial statements and tax returns.
• Excellent tax knowledge and strong analytical skills.
• A proven ability to build relationships and grow business.
• Outgoing communicator who can hold a room and meet deadlines.
• Confident with Word, Excel and email.
• Able to work independently and in a team.

Responsibilities

• Own and grow your own portfolio, currently around $800K–$900K with a goal of $1M.
• Lead 2–3 offshore team members, delegating, mentoring and leading by example.
• Meet with clients at least twice a year, often quarterly or monthly.
• Provide proactive advisory, management reports, cash flow budgets and profit plans.
• Review (not prepare) tax returns, financial statements, BAS/IAS and payroll tax reporting.
• Advise on CGT, income tax and payroll tax, liaise with the tax authorities.
• Identify opportunities within and beyond your client base, and build referral relationships.

Skills

Client advisory

Financial statements

Tax knowledge

Relationship building

Team leadership

Analytical skills

Communication

Tools

Word

Excel

Email

Job description

The Andersen Partnership in Sydney is seeking a Manager - Client Advisory who loves working with clients and delivering business advice rather than tax preparation. You will own and grow a portfolio currently around $800K–$900K with a target of $1M and lead a small offshore team to enable high-quality advisory work.

Meet with clients regularly, provide proactive advisory, cash flow budgets and profit plans, and review tax returns and financial statements.