Client Manager Opportunity
Tax Store Mackay is a dynamic and innovative accounting firm committed to excelling in the industry. We focus on maximising our clients' financial outcomes by staying ahead of taxation legislation, economic changes, and industry regulations.
Key Responsibilities:
* Manage a portfolio of clients, assisting them with their tax and business advisory needs.
* Hold client meetings (including AGMs) to deliver tax strategies, software guidance, and business mentoring.
* Provide tailored tax planning and structuring advice.
* Apply strong technical knowledge to prepare and review Individual and business tax returns, tax planning figures and analysis, financial statements across multiple entity types, Fringe Benefits Tax returns, CGT calculations, Division 7A compliance, and SGC obligations.
* Collaborate with technical support team members to generate high-quality, accurate work.
* Work closely with senior managers who will mentor and support you.
* Contribute to the team by sharing knowledge, supporting colleagues, and promoting a positive work environment.
Requirements:
Essential Skills:
* Bachelor of Accounting (or equivalent degree).
* At least 3 years of industry experience in accounting/taxation, with at least 1 year in a client-facing account management role.
* Strong technical foundation in taxation and accounting, with the ability to translate complex rules into practical outcomes for clients.
* Understanding of key areas such as: Non-commercial loss rules, CGT small business concessions, depreciation rules, Trust minutes, Franking accounts and dividends, Taxable Payments Annual Reports, Tax minimisation strategies.
* Confidence using cloud-based accounting software (Access Handi Tax, Xero, MYOB, QuickBooks), practice management systems.
* Excellent communication skills and a genuine love for helping clients.
* Ability to thrive in a team setting and commit to continuous learning and career growth.
* Strong organisational skills and the ability to handle multiple tasks efficiently.
Benefits:
At Tax Store Mackay, we pride ourselves on more than just numbers. We've built a supportive, no-blame culture where you'll be encouraged to learn, grow, and thrive. We invest in the latest technology to automate repetitive tasks, giving you more time to focus on building relationships, solving problems, and helping clients achieve their goals.