Manager - Client Advisory

The Andersen Partnership; Sydney; Híbrido; AUD 130.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client advisory

Financial statements

Tax knowledge

Relationship building

Team leadership

Analytical skills

Communication

Herramientas

Word

Excel

Email

Descripción del empleo

Manager - Client Advisory | $130K–$160K + Super

Our client is a fast-growing, tech-forward accounting and financial planning group west of Parramatta. They are looking for a Manager who loves spending time with clients and wants to be known for business advice, not for preparing tax returns.

The firm

• Three-partner firm of around 50 staff, with a brand-new five-star office
• Strong technology focus and a genuine growth story, with clear career progression

The role

• 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, and 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, and liaise with the tax authorities
• Identify opportunities within and beyond your client base, and build referral relationships with business partners
• Meet agreed KPIs and keep your knowledge of legislation up to date

About you

• 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
• An outgoing communicator who can hold a room and still get the work done at deadline time
• Confident with Word, Excel and email
• Comfortable working independently and as part of a team

The benefits

• Hybrid: 3 days in the office and 2 from home, with flexible hours (the first month is ideally in the office while you settle in)
• A personal PA to manage your diary and email
• No timesheets
• Monthly technical training
• Annual retreats, monthly drinks and mid-year and end-of-year celebrations
• A healthy approach to hours: work hard and focused, then go home