About the Firm
This well-established accounting firm has been operating for over 70 years and was founded in Newcastle. With a strong reputation across Australia, the firm has a large Newcastle office of over 110 staff, supported by teams across Sydney, Brisbane and Melbourne.
The firm works with a diverse range of clients, with particular expertise across the medical sector, including doctors, dentists and other medical professionals, as well as a broad range of SME clients.
With a strong focus on client relationships, professional development and long-term career progression, you will be joining a high-performing and collaborative team where people are genuinely encouraged to build their careers with the firm.
The Opportunity:
This role is ideally suited to an experienced accounting professional with 6+ years' experience who is confident managing their own client portfolio, working directly with clients, reviewing work and providing technical guidance to other team members.
You will work closely with clients and Partners, providing accounting, taxation and advisory support while identifying opportunities and risks across your portfolio.
For the right candidate, there is also a genuine pathway for future progression, with a clear career structure from Client Manager through to Senior Client Manager, Associate and ultimately Partner.
Key Responsibilities: - Manage a portfolio of clients, including client relationships, task turnaround and WIP management.
- Participate in and independently lead client meetings.
- Prepare and review accounting and taxation work across a diverse client portfolio.
- Perform analytical reviews of your own and the team's work to identify client opportunities and potential risks.
- Review and sign off on client work with confidence.
- Draft advice on financial, taxation and investment matters for Partner review.
- Provide technical guidance, training and mentorship to team members.
- Provide strategies and advice relating to Division 7A compliance.
- Research technical matters and prepare insights to support client and business decision-making.
- Identify opportunities to add value to clients and contribute to business growth.
- Drive innovation and continuous improvement across the team.
- Build and maintain strong, long-term client relationships.
- Contribute to workplace groups and firm-wide initiatives.
Ideally, you'll have: - 6+ years' experience working within an Australian accounting firm.
- CA or CPA qualification.
- Strong technical knowledge across Australian accounting and taxation.
- Previous experience managing a client portfolio.
- Strong understanding of Division 7A and Australian taxation requirements.
- Excellent communication and client relationship skills.
- Strong analytical and problem-solving abilities.
- Proven ability to review and sign off on accounting and taxation work.
- A passion for leadership, collaboration and mentoring.
- Strong time management skills with the ability to manage competing deadlines.
- A proactive approach to client service and business growth.
- Ability to work autonomously while also contributing positively to a collaborative team environment.
- A genuine interest in long-term career progression and future leadership opportunities.
Why join? - Genuine career progression from Client Manager through to Senior Client Manager, Associate and Partner.
- Clear pathway towards future Partnership opportunities.
- Opportunity to work closely with experienced Associates and Partners.
- Diverse client portfolio across SME and specialist medical clients.
- Strong focus on professional development and career growth.
- Postgraduate study support.
- In-house professional and soft-skill development sessions.
- Flexible working arrangements, including WFH opportunities and flexible start and finish times.
- Strong mentoring and support throughout your career.
- Purchase leave and parental leave benefits.
- Firm-wide social events, EOFY and end-of-year celebrations.
- Health and wellbeing initiatives including Pilates, boxing, flu vaccinations and healthy office snacks.
- Volunteer and fundraising opportunities.
- Collaborative and supportive team environment.
- Opportunity to join a high-performing and growing firm with a strong reputation in the market.
- Opportunity to build a genuine long-term career with a firm that has a strong history of promoting people internally.
The Bottom Line:
If you're an experienced Client Manager or Client Advisor looking for a long-term opportunity with a well-established accounting firm, genuine career progression and a clear pathway towards future leadership and Partnership, we'd love to hear from you.
This is an excellent opportunity for someone who enjoys working closely with clients, wants to take ownership of their portfolio and is looking to continue developing their technical, advisory and leadership skills within a supportive and high-performing Newcastle team.
How to apply
To apply for this role, please submit your resume through the APPLY button.
Alternatively, you can contact Tilly Weaver on
(02) 8358 8060 or tilly.weaver@engagepersonnel.com.au.
Not exactly what you're looking for?
Please touch base, as we have many more opportunities that are not advertised.
All communication will be strictly confidential.
