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Client manager

Geelong
Findex Group Limited
Posted: 22 January
Offer description

Are you an experienced Client Manager in public practice ready for a new challenge?
Join our Geelong team and enjoyexposure to varied and complex portfolios, supporting SME businesses with all things accounting.You'll manage a client portfolio, guiding accountants and graduates to deliver exceptional accounting and advisory services.
As a senior team member, you'll work closely with Partners in Business Advisory and our Workflow Manager to ensure smooth project distribution across the team.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 businessesPrepare cash flows and monthly management reports for clientsProvide strategic business advice for clientsand get involved with commercial advisory projects with experienced partnersWork closely with Adviser Support Managers and Partners to ensure work is completed accurately and in a timely mannerMentor and coach junior team membersThe benefits of joining us
Dynamic working environment – flexibility to work in the office and from homeClear career development pathway and ongoing training/supportGet discounted health insurance, social and collaborative team culture, and ongoing learning and development opportunitiesWhat you will bring to the rolePublic practice experienceand ability to lead & support othersAchieved CA or CPA qualification or be working towards thisStrong commercial acumen with sound technical accounting and analytical skillsAbility to develop positive relationships with key stakeholders and clientsStrong cloud accounting product knowledge (i.e.Xero, MYOB, Excel)Fantastic people skills, an outgoing personality, and a passion for accounting and business advisory servicesIf this role 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 ****,we'vebecome a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our "Wealth Accountant" and Family Office models.
With 2,500professionals across 100+ offices, we combine localexpertisewith 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 ****, 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 to external studies that is relevant to their role.For our Customers -Together, Findex champion the over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services.
Here,you'reempowered 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 differenceFor Diversity & 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,backgroundsand experiences.Job InfoJob Identification ****Job Category Accounting & Business Advisory
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