30th October, 2026

This is a unique opportunity to be a true Client Advisor within a flexible, cloud-based, fast-growing and progressive firm. In this role, you will be responsible for your own portfolio and have extensive client contact. The firm has grown 25% year on year.
  
Duties:

• You will be responsible for Business Advisory – including cash flow, forecasting and management reports, as well as compliance (P & L, balance sheets, BAS, IAS, FBT, GST) which will be processed by the offshore team.
• You will commence by managing your own client portfolio of $400K. In addition, all new clients will be allocated to you.
• Conduct face to face, video and phone meetings with clients.
• Delegate and review compliance completed by the offshore team, including BAS, financials and tax returns, adjusting or completing from time to time. You will be responsible for the second review, a high-level review.
• The majority of client work is in Xero. Xero also being the practice management software.
• Work on clients from $300K to $20 million in turnover – all entities including sole traders, companies, trusts, SMSF and group structures.

  
Skills and personal attributes:

• Currently a Manager within Business Services/ Business Advisory.
• Technically competent with financials, tax returns, tax planning, business advisory and business partnering.
• Naturally enjoy interacting with clients – in person, over the phone and by email.
• Should you be at the higher Manager level you will be required to have personality traits to bring in clients and network in the future.
• Forward-thinking, putting the client’s best outcome first. Understanding how clients can improve their bottom line.

To apply for this opportunity submit your resume to [email protected] or apply online.