Client Manager

About Jaquillard Minns

Jaquillard Minns is an Adelaide-based Chartered Accounting and business advisory firm with a strong reputation for practical advice, quality client service and long-term relationships.

We are more than a traditional compliance-focused accounting firm. Our team works across taxation, business services, financial management, management reporting, cash flow forecasting, cloud accounting and business advisory.

We are growing and are looking for an experienced Client Manager who enjoys building client relationships, developing team members and helping business owners make informed financial decisions.

The opportunity

As a Client Manager, you will take ownership of a portfolio of small and medium-sized business clients, working closely with our directors and supported by our local and offshore accounting teams.

This is a hands-on role combining client relationship management, accounting and taxation, financial reporting, team leadership and practical business advisory.

You will be responsible for managing client engagements, reviewing accounting work, guiding team members and helping clients understand and improve their financial performance.

You will have direct access to directors, exposure to a diverse range of businesses and opportunities to contribute to the continued development of our services and systems.

Key responsibilities

• Manage a portfolio of business clients and act as their primary point of contact.
• Build strong client relationships and understand their business operations, financial challenges and objectives.
• Plan, coordinate and oversee accounting, taxation and business services engagements.
• Oversee the preparation and review of financial statements, income tax returns and BAS/IAS, working with directors and technical specialists on complex Australian tax matters.
• Prepare and review management accounts, budgets, cash flow forecasts and financial performance reports.
• Provide practical financial and commercial advice to business owners, helping them improve profitability, manage cash flow and make informed decisions.
• Supervise, mentor and support accounting team members, providing guidance and constructive feedback.
• Coordinate workflow, deadlines, work in progress and client expectations.
• Liaise with regulatory authorities and external advisers as required.
• Identify opportunities to improve processes, reporting, technology and client service delivery.

About you

We are looking for an experienced accounting professional with strong client management, financial reporting, business advisory and leadership capabilities.

To be successful in this role, you will have:

• A bachelor's degree or higher qualification in Accounting, Commerce or a closely related discipline.
• CA, CPA or an equivalent recognised professional accounting qualification.
• A minimum of 9 years' experience in public practice or an accounting and advisory firm providing professional services to external business clients.
• Demonstrated experience providing outsourced CFO services or equivalent financial management and advisory services to SME clients, including management reporting, budgeting, cash flow forecasting and financial performance analysis.
• Substantial experience in professional accounting, business services or financial advisory, ideally within a public accounting practice.
• Proven experience independently managing a portfolio of business clients and maintaining strong client relationships.
• Strong accounting and financial reporting knowledge, including experience preparing or reviewing financial statements and management reports.
• Experience with business taxation, statutory reporting and compliance requirements.
• The ability to supervise, coach and develop accounting team members.
• Excellent communication, organisational and problem-solving skills.
• A commercial mindset with the ability to provide practical financial and business advice.
• Confidence using accounting software, spreadsheets and modern financial systems.

The following would be highly regarded:

• Experience with Australian taxation and regulatory requirements.
• Experience establishing, managing or growing an accounting or business advisory practice.
• Experience advising entrepreneurs, startups and owner-managed businesses.
• Experience using Xero and other cloud accounting platforms.
• Experience with financial dashboards, business intelligence and data analytics.
• An interest in technology, automation and improving accounting processes.

Why join Jaquillard Minns?

You will join a supportive, collaborative and forward-thinking team that values quality work, strong client relationships and professional development.

We offer:

• Competitive remuneration based on qualifications and experience.
• Flexible working arrangements and a healthy work-life balance.
• Direct access to directors and involvement in business decisions.
• A supportive team environment with local and offshore resources.
• Exposure to a diverse range of clients and business advisory opportunities.
• Financial support for continuing professional development.
• Opportunities to contribute to training, technology and process improvement.
• Employee assistance program.
• Overseas team bonding opportunities.

Apply now

If you are an experienced accounting professional who enjoys working with business owners, leading teams and delivering practical financial advice, we would love to hear from you.

Please apply through SEEK with your resume and a brief cover letter outlining your relevant experience.