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Senior client manager (tax & business services)

Perth
Accord Accountants & Advisors
Tax
Posted: 29 March
Offer description

Hybrid WFH Senior Accountant/Client Manager (Tax & Business Services)

Accord Accountants & Advisors is a modern, forward thinking Firm based in Fremantle.

We serve a high-quality diverse client base of high net worth family groups and small to medium-sized enterprises across Australia. Our services include accounting and tax compliance, tax planning, business advisory, SMSF, wealth management, and estate and succession planning.

Visit our website to learn more: https://www.myaccord.com.au/

Since stepping into the role, our Managing Director has grown the practice organically by 40 per cent and is now focused on the next phase of growth. This position will play a key role in that journey.

The Opportunity

This is a rare opportunity for a senior accountant with aspiration to step into a leadership role within a growing tax and business services practice and take ownership of a significant, high-quality client portfolio.

You will oversee a portfolio of annual tax and business services fees, supported by an Assistant Client Manager, a Senior Accountant, and a team of three offshore accountants. Your focus will be on leading client relationships, delivering strategic advice, and helping drive the continued growth of the practice.

What You Will Do

* Lead and grow a portfolio of high net worth family groups, SMSF clients, and SMEs
* Act as the primary relationship manager and trusted adviser to your clients
* Build long-term client relationships based on trust, empathy, and a genuine understanding of each client's objectives
* Identify advisory opportunities and expand services across the existing client base
* Work closely with the Assistant Client Manager and broader team to ensure high-quality service delivery
* Partner with the Managing Director on business development initiatives and practice strategy

Who We Are Looking For

You are commercially minded, client focused, and confident working with successful clients on complex tax and business matters. You combine strong technical capability with the interpersonal skills to build trust, communicate clearly, and deliver real value.

The ideal candidate will have:

* CA or CPA qualification
* At least six years of experience in public practice
* Experience managing a client portfolio, ideally including high net worth individuals, family groups, and SMEs
* Strong relationship management and communication skills, with the ability to engage confidently with business owners and private family groups
* A strategic mindset and the ability to identify, frame, and present practical solutions across a broad range of advisory matters
* Strong commercial acumen and a genuine interest in contributing to practice growth
* High emotional intelligence and a client service mindset
* Existing client relationships to bring across will be highly regarded, but are not essential

What We Offer

* Profit share on new and existing client relationships introduced
* A well-supported team structure that allows you to focus on high-value client work
* A genuine pathway to equity for the right high-performing candidate
* Direct mentorship from the Managing Director
* A collaborative and professional office environment in inner Fremantle

How to Apply

To apply, please submit your resume and a brief cover letter outlining your experience and what draws you to this opportunity.

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