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Job Details

Client Manager / Client Advisor | Public Practice | Newcastle NSW

This is an opportunity to join a highly regarded, well-established accounting firm with a strong Newcastle presence, an excellent reputation and a genuine commitment to investing in its people.

With a diverse SME client base, a collaborative team environment and a strong focus on professional development, this is a fantastic opportunity for an experienced Client Manager or Client Advisor looking to take ownership of client relationships, mentor others and continue progressing their career.

Why You'll Love This Opportunity
  • A clearly structured career pathway with the opportunity to progress towards Associate and ultimately Partnership.
  • Flexible working arrangements, including WFH opportunities (typically one day per week) and the ability to tailor your start and finish times.
  • Purchased annual leave - Additional flexibility to take the time off that works for you.
  • Parental leave benefits - Supportive parental leave provisions.
  • Regular wellbeing initiatives, including flu vaccinations, Pilates, boxing sessions and healthy snacks in the office.
  • Regular EOFY and end-of-year celebrations, after-work drinks, team activities and firm-wide events.
  • Paid volunteer hours and opportunities to get involved in fundraising and community initiatives.
  • Work alongside experienced Partners, Associates and colleagues who genuinely value collaboration, knowledge sharing and mentoring.
The firm has a strong history of developing people internally, with many of its Partners having started their careers as trainees. If you're someone who wants to build a long-term career rather than simply move between firms, there is a genuine opportunity to do that here.

The Role
Joining the SME team, you'll manage a varied portfolio of clients, working closely with business owners and individuals across a range of industries.
Your responsibilities will include:
  • Managing your own client portfolio, including relationships, workflow, turnaround times and WIP.
  • Leading client meetings and building strong, long-term relationships.
  • Reviewing and signing off on client work, ensuring accuracy and quality.
  • Preparing advice across financial, taxation and investment matters for Partner review.
  • Identifying opportunities, risks and areas where you can add further value to clients.
  • Providing technical guidance, training and mentorship to junior team members.
  • Advising on Division 7A compliance and researching complex technical matters.
  • Contributing to process improvements, innovation and broader firm initiatives.
About You
  • 6+ years' experience within a professional accounting firm.
  • CA or CPA qualified.
  • Strong technical knowledge across business services and taxation.
  • Confident managing client relationships and leading client meetings.
  • Experience reviewing work and providing guidance to junior accountants.
  • Strong communication, organisational and time management skills.
  • A proactive approach with an interest in business development and growing client relationships.
About the Firm
You'll be joining a long-standing accounting practice with deep roots in Newcastle and a team of approximately 110 professionals in its Newcastle office.

How to Apply

To apply for this role, please submit your resume through the APPLY button.

Alternatively, you can contact Natalia Patel on (02) 8358 8060 or natalia.patel@engagepersonnel.com.au for a confidential chat.

Not quite what you’re looking for? Please touch base, as we have many more opportunities that are not advertised.

All communication will be strictly confidential