Client Manager – Tax, Business Services & Advisory

Client Manager – Tax, Business Services & Advisory

Accounting, Tax & Business Advisory | Leadership | Client Strategy | Perth-based (Subiaco) with Hybrid Flexibility

 💼 Attractive Remuneration ($120k-$150k+ package with bonuses + long-term profit-share pathway)

 🚀 Lead Trusted Client Relationships | 🌱 Deliver True Advisory | 📈 Shape Firm GrowthJob Description

• Are you an experienced accounting professional ready to step beyond compliance and lead lasting client relationships and strategic advisory?
• Do you want to work with ambitious business owners — helping them grow and succeed, not just tick boxes?
• Are you seeking a leadership role where you manage a client portfolio, mentor a successful team, and contribute directly to a firm’s future growth?

… then this could be the next chapter in your professional journey.

About Us

We’re a boutique accounting and advisory firm helping ambitious business owners build better businesses and better lives.

We combine sharp strategy, strong client relationships, and leading technology to deliver more than just tax returns — we drive real business growth.

Our culture is energetic, supportive, and built around smart systems, great people, and meaningful client relationships.

We are growing fast — and we’re looking for leaders who want to grow with us.

🔗 Learn more about us → traction.com.au

Why Join Traction?✨ Lead and Grow a Client Base: You'll independently manage and grow an established portfolio of engaged business owners across industries, becoming their go-to advisor.

🧠 Advisory Over Compliance: Our clients expect insights and strategy — not just tax returns. You'll spend your time where it matters most.

👥 Mentor and Develop a Team: Build technical excellence, communication skills, and leadership capability within your team, with the support of an experienced technical manager and team leader.

💬 Shape the Future of the Firm: You’ll work directly with the Director and leadership team to influence how we grow, operate, and deliver value.

📈 Profit-Share Potential: Long-term incentives available for the right person who grows with the business.

🌿 Modern Flexibility: Hybrid working model (after onboarding) plus systems that support work-life balance, not erode it.

Your Key Responsibilities

• Manage a defined client portfolio, delivering high-quality tax, accounting, and advisory services.
• Lead client relationships — running strategic meetings, AGMs, tax planning sessions, and business mentoring conversations.
• Serve as the main point of contact for clients — owning the communication, advice, and relationship outcomes.
• Mentor, coach, and support your team members under your guidance to achieve aligned success.
• Collaborate with the Senior Production Manager to ensure timely and high-quality delivery of technical work.
• Identify opportunities to add value for clients through advisory, structuring, and proactive guidance.
• Contribute ideas to enhance client experience, streamline processes, and scale the firm sustainably.

The Specifics_🧭_ Client Portfolio Ownership: Full autonomy to manage and grow trusted client relationships.

🧠 Tax and Business Services Expertise: Maintain high technical standards to support confident client discussions.

📍 Location: Based in Subiaco, Perth, with hybrid WFH flexibility post-onboarding.

💼 Remuneration: Competitive salary + bonuses + long-term profit-sharing potential.

Your Skills and Experience

✅ 7–15 years’ experience in public practice accounting, with strong business services, tax and advisory exposure.

✅ Solid technical foundation in Australian tax compliance and business operations — able to confidently discuss common client scenarios and liaise with the technical team.

✅ Proven ability to independently manage client relationships and strategic conversations.

✅ CA/CPA qualified (or equivalent).

✅ Experience mentoring or leading team members to achieve technical and client service excellence.

✅ Strong interpersonal skills — proactive communicator, solution-oriented advisor, relationship builder.

✅ Highly proficient in Xero and savvy with new cutting-edge software and solutions.

✅ Passionate about continuous improvement — personally, professionally, and for clients.

Ready to Step into Your Game-Changing Role?

If you're ready to own client outcomes, drive strategic growth, and lead a team in a firm that values people, process, and purpose — we’d love to hear from you.

📨 Apply via LinkedIn or send your resume and a short cover letter to info@traction.com.au