About the Role
You’re looking for a steady pair of hands — someone who can meet clients confidently, manage staff workflows, and sharpen your internal processes so everything runs smoothly. This role blends client relationship management, operations, and accounting-process improvement… basically the firm’s right-hand person.
Key Responsibilities
1. Client Engagement & Relationship Management
- Attend client meetings (in-person or virtual) on behalf of the firm.
- Understand client needs, pain points, and business models.
- Advise clients on improving their accounting systems, SOPs, documentation flow, and compliance processes.
- Handle escalations or issues raised by clients regarding accounts or deliverables.
- Maintain strong rapport and ensure high client satisfaction and retention.
2. Internal Operations & Task Management
- Track, delegate, and follow up on tasks assigned to accounting and admin staff.
- Monitor deadlines (GST, IRAS filings, ACRA filings, payroll, management accounts, etc.).
- Ensure each staff member’s portfolio is properly managed and aligned with firm deadlines.
- Review staff work quality before submission where required.
3. SOP Improvement & Process Building
- Review existing workflows for onboarding, accounts preparation, GST, payroll, and reporting.
- Identify bottlenecks and propose new SOPs/tools to simplify work and reduce errors.
- Implement structured checklists, templates, and communication standards.
- Train staff on improved SOPs and ensure consistent adoption.
4. Problem-Solving & Support
- Troubleshoot issues faced by staff (e.g., missing documents, unclear GL entries, client delays, system issues).
- Troubleshoot accounting process issues faced by clients (e.g., wrong workflows, poor tracking, bad invoice practices).
- Work with you to resolve complex cases that need senior-level decision-making.
5. General Management
- Ensure weekly portfolio reviews with staff.
- Prepare short operational updates or dashboards for you.
- Assist in onboarding new clients and staff.
- Maintain high standards of professionalism and service quality.
Requirements
- Experience in an accounting firm (client-servicing or operations).
- Strong communication and presentation skills.
- Comfortable handling clients independently.
- Good understanding of Singapore accounting, GST, and compliance timelines.
- Able to train and guide junior staff.
- Proactive, organised, and able to take ownership of operations.
Nice-to-Have
- Experience with digital accounting tools (Xero, QuickBooks, Financio, etc.).
- SOP creation experience.
- Leadership experience in a small-to-medium accounting practice.