Senior Client Manager - Path to Partnership & Growth

Wardle Partners Pty Ltd; Caloundra; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Remuneration package

Hybrid work

CPD support

Team events

Beachside office

Job summary

Wardle Partners Accountants & Advisors is seeking a Senior Client Manager in its Business Advisory division. You will lead a client silo worth about $900,000 in annual fees, with a clear path to grow toward $1.3–$1.5 million, backed by an experienced team at a firm with Sunshine Coast roots since 1982.

You’ll act as the trusted adviser, mentor team members, and help clients with cash flow, tax planning, and business structuring while expanding services and driving firm growth.

Qualifications

• Solid experience in Australian public practice accounting.
• Experience managing client relationships.
• CA or CPA qualifications or progress towards completion.
• Strong technical knowledge across business accounting and taxation.
• Confidence using Xero and other cloud accounting systems.
• Experience with SMSFs, QBCC reporting, XPM, FYI or Ignition is an advantage.
• Proactive, commercially minded and tech-embracing approach.
• Excellent communication skills and ability to explain complex financial matters.

Responsibilities

• Own your client silo with a mixed portfolio and grow it from ~$900k to $1.3–$1.5M in fees.
• Lead, mentor and develop team members in your silo.
• Advise on cash flow, financing, tax planning and business structuring.
• Identify opportunities to add value with additional services.
• Onboard new clients and contribute to firm growth.
• Oversee QBCC MFR reporting for relevant clients where applicable.

Skills

Client relationships

Leadership

Communication skills

Tech-savvy

Education

CA or CPA qualifications

Tools

Xero

QBCC reporting

XPM

FYI

Ignition

Job description

Wardle Partners Accountants & Advisors is seeking a Senior Client Manager in its Business Advisory division. You will lead a client silo worth about $900,000 in annual fees, with a clear path to grow toward $1.3–$1.5 million, backed by an experienced team at a firm with Sunshine Coast roots since 1982.

You’ll act as the trusted adviser, mentor team members, and help clients with cash flow, tax planning, and business structuring while expanding services and driving firm growth.