Senior Client Manager, Accounting
The Senior Client Manager is a pivotal leadership position within the accounting practice at Focus Financial Partners, based in Melbourne, Victoria, Australia. This role entails managing and expanding a diverse portfolio of clients, including high-net-worth individuals and entities, while delivering top-tier taxation, compliance, and strategic advisory services. The Senior Client Manager serves as the primary client relationship owner and plays a crucial role in people leadership, quality control, compliance oversight, and business growth.
Key responsibilities include acting as the main relationship manager for a complex client portfolio, leading advisory meetings, strategic planning sessions, and business reviews. The role requires providing proactive, practical, and commercially focused advice across taxation, structuring, and business strategy, as well as overseeing the preparation and review of annual financial statements and income tax returns. Ensuring full compliance with taxation legislation, accounting standards, and ATO requirements is essential, along with managing and mitigating tax risks while identifying opportunities for optimization and planning.
The ideal candidate will have over 10 years of experience in business services, taxation, and financial reporting within a public practice environment. Proven experience in managing complex and high-net-worth client portfolios is essential, along with strong capabilities in reviewing and completing tax returns and financial statements. Extensive technical knowledge, particularly in Self-Managed Superannuation Funds (SMSFs), Division 7A, and Capital Gains Tax (CGT) concessions, is required. The candidate should hold CPA or CA qualifications, a Certificate of Public Practice (CPP), and be a Registered Tax Agent with experience acting as a Supervising Tax Agent. Strong business acumen and a proactive, solutions-focused approach to client and team leadership are also important.
Focus Financial Partners offers a collaborative and high-performance culture, providing opportunities for professional growth and development. Employees benefit from working within a client-first ethos, leveraging global expertise and resources to deliver holistic financial guidance. The firm supports continuous improvement and innovation, encouraging team members to contribute to practice development initiatives and the enhancement of systems and processes.