THE OPPORTUNITY
You're technically excellent, but you didn't get into accounting just to process compliance. You want to be the person your clients actually call when something matters. You're ready to own a portfolio, build real relationships, and grow into a leadership role you can be proud of.
At Propeller Advisory, we're a modern, cloud-based accounting and advisory firm working with Australian business owners who want more than just a tax return. We want more than that too, from ourselves, and from the people who join us.
This role is yours to grow into. We're not hiring someone to execute tasks. We're hiring someone who wants to become the trusted advisor their clients didn't know they needed.
ABOUT PROPELLER
Propeller Advisory is a forward-thinking accounting and advisory firm based on the Gold Coast, serving small and medium business clients across Australia. We're fully cloud-based, deeply relationship-driven, and built around the belief that great accounting is about clarity, not just compliance.
We work in Xero, Karbon, Hubdoc, and the best tools available because great people deserve great systems. And we're a team that genuinely enjoys what we do.
Our values — the ones we actually live by:
• We're the Real Deal — Straightforward, trusted, no-fluff support for our clients and each other.
• We Show Up — Present, proactive, and fully engaged. No phone-it-in energy here.
• Get Stuff Done — We deliver. We follow through. We take pride in our work.
• Small Changes, Big Impact — We improve every day — 1% at a time.
• Own It, Always — Full accountability, from strategy to execution. No excuses.
If you value technical excellence and real client relationships, you'll thrive here.
THE ROLE
As Assistant Client Manager, you'll own a portfolio of C and D class clients end-to-end. That means you're not a support person, you're the primary relationship and you're accountable for the quality and timeliness of everything that touches your clients.
You'll work closely with your Manager and play an active role in coaching and reviewing junior staff. The path from this role to Senior Client Manager is real, well-defined, and something we actively support.
What you'll be doing:
• Managing a portfolio of small business clients across tax, compliance, and advisory services
• Preparing and reviewing BAS, payroll, EOFY, FBT, and tax planning work
• Running Annual General Meetings (AGMs) and quarterly profit improvement sessions with clients
• Proactively identifying opportunities to add value — restructuring, tax planning, management accounts, and more
• Reviewing and providing feedback on junior staff work (accuracy, standards, process adherence)
• Coaching junior team members on Xero, Hubdoc, and Propeller's workflows
• Maintaining accurate, complete client records in Xero, XPM, Karbon, and supporting tools
• Communicating with clients in plain English — jargon-free, proactive, and always timely
WHAT THIS ROLE IS NOT
This is not a data-entry or support role. You're not here to be handed work and process it. You own client relationships and you're accountable for outcomes.
This is not a 9-to-5 compliance factory. We expect quality thinking, not just completed checklists.
WHAT YOU'LL BRING
Must-have:
• Bachelor of Commerce (Accounting) or equivalent
• CA qualification (or actively completing)
• Must have enrolled in CA programme at any stage
• Minimum 3–5 years of experience in accounting or bookkeeping roles
• Proficient in Xero — this is non-negotiable (95% of our clients are Xero-based)
• Must demonstrate expert/certified level proficiency in Xero
• Hands-on experience with BAS, payroll, EOFY, and Australian compliance obligations
• Strong written and verbal communication — you can explain a financial concept to a business owner without confusing them
• Ability to manage your own portfolio and workflow independently
• Australian work rights required — visa sponsorship will not be provided
Nice to have:
• Experience with XPM, Karbon, Dext, Hubdoc, MYOB, and Now Infinity
• Experience running client meetings or advisory sessions
• Prior experience reviewing or coaching junior staff
• Familiarity with FBT, tax planning, or business structuring
Who you are:
You take ownership without being asked. When something falls through the cracks, you catch it, not because someone told you to, but because you care. You communicate early, clearly, and in plain English. Clients trust you because you follow through.
You're the kind of person who reads a set of accounts and notices something the client hasn't spotted yet. And then you call them.
WHY JOIN PROPELLER
• Competitive salary — $90,000 to $120,000 depending on experience
• Hybrid — work from home 2 days per week with flexible scheduling (Australian business hours)
• Annual team incentive plan — we share success with everyone - this year we went to Bali!
• A clear, supported path to Senior Client Manager — this is a role you grow out of, in the best possible way
• A modern, cloud-based firm — Xero, Karbon, Hubdoc and the best tools available. No legacy chaos.
• Ongoing CPD, Xerocon, and professional development — we invest in your growth
• Monthly 1:1s and structured performance feedback — you always know where you stand and where you're headed
• A team that genuinely enjoys working together — collaborative, high-performance, no ego
SOUND LIKE YOU?
If you're ready to own a portfolio, build something meaningful with your clients, and grow into a leadership role you're genuinely proud of — we'd love to hear from you.
We move quickly when we find the right person. Don't wait.
★ How to Apply
Send your CV and a short cover note (max 200 words)
In your cover note, tell us: What does 'Own It, Always' mean to you and give us one example of when you lived it at work.
Applications without a cover note will not be considered. We read every one.