Client Manager / Senior Client Manager - Business Advisory at Findex

Inverell Shire Council, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

13 Sep, 26

Salary

0.0

Posted On

15 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Portfolio Management, Business Advisory, Financial Statement Review, Tax Compliance, Strategic Business Advice, Team Leadership, Mentoring, Business Development, Cash Flow Preparation, Management Reporting, Xero, MYOB, Excel, Commercial Acumen, Stakeholder Management, Analytical Skills

Industry

Financial Services

Description

Are you an experienced Business Advisory Manager or Senior Manager in public practice ready for a new challenge? Join our Inverell team and enjoy exposure to varied and complex portfolios, supporting SME businesses with all things accounting. You will manage a client portfolio, guiding accountants to deliver exceptional accounting and advisory services. As a senior team member, you will work closely with Partners in Business Advisory and our Workflow Manager to ensure smooth project distribution across the team. You will also play a key role in capacity management, developing team capability, and identifying opportunities to add value for clients across service lines. Consider a tree change — Inverell could be your next chapter Inverell is a thriving regional community in New South Wales, known for its sapphire fields, wide open spaces, and a genuine sense of community. If you are looking to escape the city, reduce your cost of living, and build a meaningful career in a place where your work truly makes a difference — this is the opportunity for you. At Findex Inverell, you will be a recognised part of the community you serve. You will build deep, long-term client relationships, lead a talented local team, and enjoy a clear pathway to Partnership — all without the commute, the noise, or the compromise. Relocation support is available for the right candidate. Your role, your contribution! * Review complex special purpose reports, annual financial statements, tax returns and reconciliations for companies, partnerships, trusts and a range of individual businesses. * Prepare cash flows and monthly management reports for clients. * Provide strategic business advice for clients and get involved with commercial advisory projects alongside experienced Partners. * Support the governance of client portfolios by assisting in the implementation of a structured Annual Client Review process. * Work closely with Adviser Support Managers and Partners to ensure work is completed accurately and in a timely manner. * Drive business development efforts, supporting client acquisition and identifying opportunities to add value across all firm service lines. * Mentor and coach junior team members, contributing to their professional growth and team performance. The benefits of joining us! * Office-based role embedded in a collaborative, high-performing Inverell team. * True partnership progression pathway — this role offers genuine opportunity to work across a large group portfolio and progress to Partnership! * Time Off In Lieu (TOIL) and purchased annual leave incentives. * Client referral programmes — earn an incentive for introducing new clients. * Relocation incentive available for the right candidate — we will support you in making the move to Inverell. What you will bring to the role * 5+ years of public practice experience (Manager level); 6-8+ years for Senior Manager applicants. * Achieved CA or CPA qualification. * Demonstrated ability to lead, mentor and support a team. * Strong commercial acumen with sound technical accounting and analytical skills. * Experience reviewing complex financial statements, tax returns and compliance documentation across varied entity structures. * Ability to develop positive relationships with key stakeholders and clients, with a focus on long-term partnership. * Strong cloud accounting product knowledge (Xero, MYOB, Excel). * Fantastic people skills, an outgoing personality, and a passion for accounting and business advisory services. If this sounds like a good fit — Apply now! Our Impact: Why Findex? At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we have become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our "Wealth Accountant" and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. For the Community The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. For You At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support for external studies that are relevant to their role. For our Customers Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you are empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference. For Diversity and Inclusion Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Responsibilities

Manage a client portfolio of SME businesses, guiding accountants to deliver high-quality accounting and advisory services. Responsibilities include reviewing complex financial reports, providing strategic business advice, and mentoring junior team members.