Senior Client Manager

Ledger Talent Recruitment Pty Ltd; Brisbane; On-site; AUD 125,000 - 130,000; Full time

Benefits offered by this job

Equity participation

Performance bonus

Job summary

Ledger Talent Recruitment Pty Ltd in Brisbane Bayside is seeking a Senior Client Manager to lead a high-value client portfolio within Public Practice. You will oversee advisory services, tax planning and team development while shaping the firm’s strategic direction.

You will inherit an established portfolio and production team, reporting to the Director and collaborating with senior management to drive growth and client outcomes.

Qualifications

• 8–10 years Australian public practice experience across Business Services and Tax.
• Current experience as a Client Manager, Senior Client Manager or Business Services Manager.
• At least 3 years of experience at Manager level.
• Strong knowledge across individuals, company, trust, partnership and SMSF taxation.
• Experience with Division 7A, CGT and structuring.
• Proven experience managing client portfolios and advisory services.
• Experience reviewing work, managing workflows and developing junior accountants.
• Strong communication and ability to build long-term client relationships.
• Experience with Xero.

Responsibilities

• Managing and developing relationships with a portfolio of high-value business clients.
• Providing strategic business advisory, tax planning and compliance services.
• Advising on business structures, asset protection and succession planning.
• Conducting strategic client meetings and acting as a trusted adviser.
• Reviewing financial statements, tax returns and other accounting work for quality.
• Leading, mentoring and developing your team with regular performance reviews.
• Overseeing workflow, deadlines and delivery standards across your portfolio.
• Working with the Director and senior management to grow the business.

Skills

Public practice experience

Client Manager

Leadership

Tax planning

Advisory services

Xero

Div 7A/CGT

Portfolio management

Education

CA/CPA preferred

Tools

Xero

Job description

Ledger Talent Recruitment Pty Ltd – Brisbane QLD

Senior Client Manager | Business Services | Tax | Advisory

Brisbane Bayside | $125,000–$130,000 + Super | Performance Bonus & Equity Opportunity

A genuine leadership opportunity. An established client portfolio. A pathway to long-term growth and performance based bonus and equity offered by invitation.

Are you an experienced Senior Client Manager or Business Services Manager looking for more than just another accounting role?

This is an opportunity to join an established and growing public practice in Brisbane where you can take ownership of key client relationships, lead an established team, contribute to business decisions and play an important role in the firm's future direction.

The Opportunity

• $125,000–$130,000 + superannuation

• Performance-based bonus

• Potential staff equity participation

• Senior leadership group involvement

• Established client portfolio and existing production team

• Long-term career development pathway

About the Firm

We are partnering with a well-established public practice firm based in Brisbane's Bayside, with approximately 15 years of operating history and consistent annual growth exceeding 15%.

The firm specializes in supporting small and medium-sized businesses, including trades and construction businesses, property developers and professional practices.

Its clients are business owners who value more than compliance. They are looking for a leader who understands their business, provides practical advice and helps them make better financial decisions.

The firm is continuing to grow and invest in its people, technology and client advisory capabilities.

About the Role

This is a newly available leadership opportunity created through the promotion of an existing Senior Client Manager into a higher leadership position.

You will inherit an established client portfolio and an existing production team, allowing you to focus on client relationships, advisory services, team development and the broader direction of the business.

Reporting directly to the Director, you will join the senior management group and lead an Assistant Client Manager and Senior Production Manager, supported by the wider accounting team.

Your responsibilities will include:

• Managing and developing relationships with an established portfolio of high-value business clients.

• Providing strategic business advisory, tax planning and compliance services.

• Advising clients on business structures, asset protection, Division 7A, CGT and succession planning.

• Conducting strategic client meetings and acting as a trusted adviser to business owners.

• Reviewing financial statements, tax returns and other accounting work to ensure technical accuracy and quality.

• Leading, mentoring and developing your team, including conducting regular performance reviews.

• Overseeing workflow, deadlines and delivery standards across your portfolio.

• Working closely with the Director and senior management team to contribute to the firm's growth and strategic direction.

About You

We are interested in speaking with experienced public practice professionals who are ready to take the next step in their leadership and advisory careers.

Ideally, you will bring:

• 8–10 years of Australian public practice experience across Business Services and Tax.

• Current experience as a Client Manager, Senior Client Manager or Business Services Manager.

• At least 3 years of experience operating at Manager level.

• Strong technical knowledge across individual, company, trust, partnership and SMSF taxation.

• Experience with FBT, Division 7A, CGT and business structuring.

• Proven experience managing client portfolios and delivering advisory services.

• Experience reviewing work, managing workflows and developing junior accountants.

• Strong communication skills and the ability to build trusted, long-term client relationships.

• Experience with Xero.

CA or CPA qualification is preferred but not essential where the relevant technical and leadership experience is demonstrated.

Right to work: Australian Citizens or Permanent Residents only

What's On Offer?

A competitive remuneration package

• $125,000–$130,000 + superannuation.

• Performance-based bonus structure.

• Planned staff equity participation scheme, targeted for 30 June 2027, by invitation and subject to the firm's terms.

Long-term career progression

• A structured 10-year career development plan with measurable milestones.

• Annual career and performance reviews.

• Opportunity to become increasingly involved in the firm's leadership and future direction.

Work-life balance and flexibility

• 20 days annual leave, including a two-week Christmas shutdown.

• Flexible start and finish times.

• 10 public holidays.

Professional development and technology

• Annual professional development budget.

• Attendance at Xerocon and relevant CPA, CA and NTAA workshops.

• All-expenses-paid annual firm conference.

• Salary sacrifice into superannuation.

• Support to develop your own AI assistant and personalized dashboard to improve the way you work.

A Note on the Working Environment

This is an office-based position in Brisbane's Bayside.

The firm values face-to-face collaboration, client relationships and team engagement. It will suit someone who enjoys being involved in the business, working closely with clients and leading people in person.