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Client Service Manager - Tax & Accounting | Salary + bonus | 4:1 Hybrid

Catalina Consultants

Trades & Services / Automotive Trades

Posted 05/06/2026
Closes 19/06/2026

QR Code

Melbourne, Melbourne, Victoria

Full time

Not specified
The Firm
Our client is a respected and fast-growing multidisciplinary financial services firm supporting individuals and businesses across accounting, taxation, mortgage, legal, and investment services. Known for their advice-led approach and strong client relationships, they take a holistic view of their clients' financial needs, helping them build, grow, protect, and transition their wealth and businesses. This is an opportunity to step into a trusted adviser role, lead a high-performing team, and contribute to the long-term success of both clients and the firm.

Culture & Benefits
  • Relationship-driven, holistic client service model
  • Exposure to diverse advisory work beyond traditional compliance
  • Senior leadership opportunity in a growing firm
  • Established and loyal client base
  • Supportive, collaborative team culture with genuine long-term career progression
  • Competitive salary package + performance bonus, and ability to influence firm strategy and growth
The Opportunity
We are seeking an experienced and client focused Client Service Manager – Tax & Accounting to join a growing and reputable firm in a senior leadership capacity. This is a great opportunity for an ambitious professional looking to take the next step in their career while working with an established and loyal client base.
  
Key Responsibilities
  • Manage a portfolio of business and individual clients across a range of industries
  • Review financial statements, tax returns, and compliance engagements
  • Provide taxation, business advisory, and strategic guidance to clients
  • Lead, mentor, and develop junior and intermediate accountants
  • Manage workflow, deadlines, and client deliverables
  • Build and maintain strong client relationships through proactive communication and trusted advice
  • Identify opportunities to expand and grow existing client accounts
  • Assist with business development and new client acquisition activities
  • Contribute to the firm's strategic growth and leadership initiatives
  • Ensure compliance with relevant accounting, taxation, and regulatory requirements
  • Drive continuous improvement across client service delivery and internal processes
  • Deliver a holistic client experience by identifying opportunities across taxation, business advisory, wealth creation, succession planning, and broader professional services needs
About You
  • 10+ years' experience within Public Practice Accounting
  • CPA or CA qualified
  • Strong client portfolio and advisory experience
  • Leadership or team mentoring experience
  • Strong technical accounting and taxation knowledge
  • Excellent communication and relationship building skills
  • Commercially minded with a proactive approach to client service
  • Strong organisation and time management skills
  • Professional, confident, and solutions focused approach
  • Commitment to delivering outstanding client outcomes
If you are passionate about applying your technical skills, building strong client relationships, and continuing to grow professionally, this is a great next step. Submit your CV and cover letter today.

Apply now for a confidential discussion.
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