Client Services Manager

Client Services Manager

Kelly+Partners | Sydney, NSW, 2000, AU

Posted 9 days ago

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Kelly+Partners Group (ASX:KPG) is one of Australia’s most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Established in 2006 and growing at over 30% per annum, we are a certified Great Place to Work (2022), winner of the Australian Business Awards for Employer of Choice 2021 and a B Corp company who operate with one clear mission: "to help our people, Private Business Owners and the communities we work in be better off.”

As an organisation, everything we do is guided by a set of principles that define our character and culture. As a team we strive to live out our values each and every day:
Want The Best For Others
Does What They Say
One Team, One Best Way
Why join us at Kelly+Partners?

In addition to working in an organisation that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:
Real and attainable career progression
In depth mentoring by your Client Director
Genuine commitment and access to bespoke learning and professional development
Opportunity to have equity ownership in a growing business
Collaborative, dynamic and engaging culture
This position will have responsibility for the following:
Preparation of management reports, financial statements, tax returns and BAS for individual, partnership, company, trust and SMSF clients
Taxation planning
Preparation of FBT returns
Liaise with various statutory authorities on behalf of clients including the ATO and ASIC
Work with the Client Director and team to ensure client work is completed within the timeframe allocated
Preparation of correspondence to clients and other bodies as required
Supervision of more junior staff and review of accounts and tax returns
To be successful in this role you will have the following skills and attributes:
Degree qualified
CA or CPA qualified
Excellent written and verbal communication skills
Strong organisational skills and attention to detail
Commitment to providing exceptional service to our clients
Proactive attitude, self-motivated and enthusiastic
Experience with MYOB AE, Xero, BGL Simplefund, Quickbooks, HowNow, Advanced MS Excel and MS Word software