Client Manager/Workflow Manager - Business Services & Tax

Client Manager/Workflow Manager - Business Services & Tax
Salary: 135,000 plus super negotiable on experience and level
Location: Brisbane CBD - This is a Hybrid Position

About this firm:

This mid-size, 4 Partner CBD firm boasts an exceptional internal team environment. They value their staff, provide great flexibility and have high quality long-term clients. They are seeking an ambitious candidate that would like to take the next step up to a client manager level and look after firm wide workflow.

About this role:

Look after a portfolio of dedicated clients that have been taken care of by the same Manager for 8 years, NO messy client files, great client relationships!

This role will offer diverse responsibilities across the firm including workflow management, review of compliance, consulting and advisory work. 

Benefits: 

• 2 days work from home for the whole team!
• Career role, they look for future partners in every hire.
• Regular performance reviews linked to increases.
• Monthly Chartered Institute training and PD, weekly training on specialist issues. Access to an in-house technical tax specialist
• Overtime is not required but will be a paid option in busy season.
• Regular seminars and training on soft skills (budget per staff member), annual seminars for management, dedicated planning day every year, focus teams for innovation projects.
• The role is supported by a superb admin and accounting team
• The firm is large enough to provide career opportunity but small enough to maintain the “family feel” and treat everyone like an individual
• Personal training once a week for those that want to participate, lots of socials, regular networking events

• Look after a perfectly run client portfolio of long term dedicated clients, NO messy client files.
• Review mentor and train a stable team of accountants (flat structure).
• Workflow management - this is an optional as a part of the role if you have the interest.
• A true mix of review of compliance and advisory duties.
• Some “hands-on” compliance with the larger groups.
• Reasonable productivity measures of 65%

• 5 + years experience as a Business Services & Tax Accountant
• CPA/CA qualified 
• Ability to effectively communicate thoughts and ideas.
• Willingness to build positive connections with staff and clients.

• 07 3229 8020, 0402 040 132