Client Manager

About the Role

Title: Client Manager

Location: West Wyalong, Orange, or Canberra New South Wales, Australia

Department: Adviser Services

Job Description:

Description

Looking for a Workplace That Truly Values You — with Real Flexibility?  Grow your career, embrace new challenges, and join a team that genuinely wants to see you succeed.  This role can be based in one of our offices in West Wyalong, Orange, or Canberra.  Alternatively, you can enjoy the flexibility of working remotely, with the opportunity to connect in person with our team 1–2 times per month.

You’ll be part of a team of down-to-earth professionals who value open communication, welcome fresh ideas, and support each other to thrive.  If you’re ready to bring your skills to a workplace where you’ll be valued and supported, we’d love to hear from you! 

Your role, your contribution!

• Deliver high-quality and efficient general accounting services across a diverse client base 

• Assist in preparing business advice and/or tax returns, business activity statements, FBT returns, financial statements and reconciliations for companies, partnerships, trusts and individual businesses   

• Ensure jobs are completed effectively by meeting technical standards and deadlines, within budget 

• Assist with general bookkeeping queries and liaise with the ATO and other Government bodies on client matters 

• Maintain up-to-date technical knowledge to ensure compliance with all statutory and relevant regulatory requirements 

• Provide technical and practical assistance to staff 

The benefits of joining us!

• Flexible working hours and policies, including Time Off In Lieu (TOIL) Incentive Programme, to accommodate your personal and family needs 

• Client referral programmes – earn an incentive for introducing new clients 

• Support for CA/CPA studies including fee reimbursement and paid study leave 

• Work alongside and be mentored by industry-leading professionals 

• Access to industry-leading learning and development designed to accelerate your development 

What you bring to the role: 

• Previous business advisory and tax experience gained within public practice 

• CA, CPA qualification or working towards this 

• Analytical skills and an inquisitive mindset, with a desire to deeply understand our client’s business 

• Strong Excel skills and practical experience with cloud accounting products (Xero, MYOB) 

• Genuine desire to be an enthusiastic and active contributor to our growing team 

• Strong attention to detail and proactive with the ability to prioritise your workload 

• The desire and ability to mentor junior staff and teach them the skills to succeed as a professional accountant 

If this role sounds like a good fit - Apply now! 

Our Impact: Why Findex?   

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security 

For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. 

For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference 

For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.   

For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.