Senior Client Manager: Lead Client Advisory & Growth

Maisey, Harris & Co; Tauranga; On-site; NZD 110,000 - 165,000; Full time

Benefits offered by this job

Paid Fridays off (team finishes midday

Team lunches

Regular fitness sessions

Car park

Work phone

Cloud-based systems

Job summary

Maisey Harris & Co is seeking an experienced Senior Client Manager in Tauranga to own and nurture a portfolio of client relationships, providing compliant, proactive advice and guidance. You will coach junior accountants and collaborate with partners on complex advisory matters.

You will help clients move forward with confidence, delivering value through business planning and cashflow forecasting while fostering a collaborative, supportive team culture.

Qualifications

• Proven senior-level experience within a New Zealand Chartered Accounting practice, including ownership of a client portfolio and engagements from start to finish.
• CA qualified, or an experienced senior accounting professional with an equivalent level of technical capability and relevant tertiary qualifications.
• Strong knowledge of NZ taxation, financial reporting and regulatory requirements.

Responsibilities

• Manage a portfolio of clients, building strong relationships through regular communication and proactive conversations
• Plan and manage client work from start to finish, keeping on top of workflow, deadlines, budgets and WIP
• Oversee and review financial statements, tax returns, GST returns, management reports and other compliance work
• Provide practical tax advice and identify risks, opportunities and solutions for clients
• Deliver and support advisory services, including business planning, client coaching and cashflow forecasting
• Work closely with the partners on complex technical, advisory and client matters
• Coach and support other accountants through knowledge sharing, clear guidance and constructive review feedback
• Identify opportunities to add value for clients and connect them with MHCo's wider advisory and business development services

Skills

Client management

Senior-level

Communication

Education

CA qualified

Equivalent tertiary qualifications

Tools

Xero

MYOB

Job description

Maisey Harris & Co is seeking an experienced Senior Client Manager in Tauranga to own and nurture a portfolio of client relationships, providing compliant, proactive advice and guidance. You will coach junior accountants and collaborate with partners on complex advisory matters.

You will help clients move forward with confidence, delivering value through business planning and cashflow forecasting while fostering a collaborative, supportive team culture.