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Accountant / relationship manager

Gosford
Strategiq Advisory
Accountant
Posted: 5 October
Offer description

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At Strategiq Advisory, we're not your typical accounting and advisory firm. We're a dynamic, integrated financial strategy business - deeply passionate about property, development, and wealth creation for our clients. Our strength lies in delivering end-to-end financial strategy, helping individuals and businesses thrive across accounting, tax, investment, SMSFs, business growth, capital raising, and more.

We exist to empower our clients to build wealth, create legacy, and unlock a better future - and we're doing it in a way that's collaborative, fresh, and built on real relationships.

We're growing rapidly and looking for a strategic thinker with an accounting background - someone who can see the bigger picture, communicate it with clarity, and co-create impactful plans with our clients. If you're passionate about property, business, and mindset, and want to be more personally and professionally, read on.


Why Join Us?

Flexibility: Work from home and at a newly renovated and modern office in Erina. Choose your own hours.

Purpose-Driven Work: Make a real difference in clients' lives and financial journeys.

Endless Variety: No day is the same—strategic work across property, business, tax, investments, and financial strategy.

Growth-Oriented Culture: Learn from industry leaders and access a range of personal and professional development opportunities.

Collaborative, Fun Team: We're a high-energy team who love what we do and support each other.

Opportunities: our broad network and diversity of offerings across the business provides opportunities to delve into other business ventures.


About the Role

We're looking for someone who thrives on building genuine and long-lasting client relationships, and who thrives in high-energy environments.

You'll bring accounting expertise and knowledge, but more importantly, the ability to think strategically, communicate clearly, and deliver real-world solutions in a human way.

This isn't a back-office role. It's forward-facing, energising, and focused on transformation .


What You'll Do

* Manage a portfolio of clients suited to your skills, experience and interests.
* Monitor your clients' compliance and deliverables, ensuring communication is at the forefront and all deadlines are met.
* Conduct powerful advisory meetings, provide transformational strategies and help clients build and transform their businesses.
* Provide strategic structuring advice tailored to the individual circumstances, balancing tax minimisation and wealth creation.
* Coordinate work and assist with the training of new and junior team members.
* Meet and liaise with our valued strategic partners regarding mutual clients to negotiate important deals and ensure the best financial outcomes.
* Contribute to the team environment, including building a positive, solution-focused and continuous improvement environment.


What You Bring

* Minimum 2 years' accounting experience in public practice (required)
* Full working rights in Australia (required)
* CA or CPA qualification (or interested in working towards completion)
* Knowledge of property development, investment structures, or SMSF regulations (highly regarded)
* Demonstrated experience in client relationship management or advisory services
* A genuine passion for building client relationships
* Big-picture thinking, but with excellent attention to detail
* Strong communication skills—you can explain complex ideas simply
* Self-driven, organised, and solutions-focused
* Tech-savvy—proficient in Xero, Excel, MS365


What Makes You a Great Fit

* You think like a business owner and love finding the smartest path forward
* You enjoy building relationships and watching people succeed
* You're curious, always learning, and willing to challenge the status quo


Unlock job insights

Salary match Number of applicants Skills match

Your application will include the following questions:

* Do you have experience in a role which requires relationship management experience?
* Which of the following statements best describes your right to work in Australia?
* How many years of accounting experience do you have?
* Do you have a current Australian driver\'s licence?
* Do you own or have regular access to a car?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage.

What can I earn as a Relationship Manager

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