BAS Client Manager

Looking to step away from the Big 4 or Mid-tier environment and into a role with more autonomy, client contact and meaningful advisory work?

This is a unique opportunity to join a smaller Accounting firm where you'll manage a portfolio of commercial businesses and private clients across a range of industries. With a flatter structure, no time-sheets and a high level of autonomy, you'll have the freedom to manage your clients and get involved in complex advisory work without the layers of red tape and politics often found in larger firms.

The Role

You'll take ownership of a portfolio of SME's, as well as HNWI and UHNWI individuals, acting as a trusted advisor and key point of contact. The role offers a strong mix of client management/management and complex advisory work, with plenty of opportunity to get involved in the commercial side of your clients' businesses and investments.

You'll work directly with clients to understand their goals, provide practical advice and help them navigate more complex accounting and commercial matters. You'll have the autonomy to manage your workload, make decisions and build relationships without constant management oversight (in short, you'll be treated as an adult).

Key Responsibilities

• Manage a portfolio of commercial businesses, HNWI and UHNWI clients across a variety of industries

• Build strong, long-term client relationships and act as a trusted advisor

• Provide clients with practical accounting, tax and commercial advice

• Work on complex advisory matters including business structuring, planning, forecasting and other commercial projects

• Oversee financial statements, tax returns and other compliance requirements

• Identify opportunities to add value across your client portfolio and become involved in broader advisory work

• Take ownership of your clients and workload with a high level of autonomy

About You

• 5+ years of experience within a New Zealand CA firm
• CA qualified, or close to completing your qualification
• Strong technical accounting and tax knowledge with experience managing a client portfolio
• Experience in a Big 4 or mid-tier firm would be highly regarded
• Strong client management and communication skills, with the confidence to deal directly with business owners and HNW clients
• Commercially minded with an interest in advisory work beyond traditional compliance
• Self-motivated and comfortable working autonomously without layers of management

What's on Offer

• A genuine opportunity to step away from the Big 4 or mid-tier environment

• No time-sheets, giving you more freedom to focus on your clients and the work that actually adds value

• Significant exposure to complex advisory and high-value businesses/clients

• A flat structure with genuine autonomy and trust, no one will be breathing down your neck

• Direct access to very experienced senior leaders without layers of management

• Strong client contact and ownership of your portfolio

• Clear room to progress your career