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Senior Bookkeeper / Client Manager
WizeTalentSenior Bookkeeper overseeing client financial management and team support in a bookkeeping service. Managing client relationships and ensuring accuracy in financial records with a positive work environment.
About the role
Key responsibilities & impact- Act as the primary point of contact for a portfolio of clients, building strong relationships and addressing inquiries with financial insights and practical recommendations.
- Oversee and review the maintenance of accurate financial records across the client portfolio, including transactions, reconciliations, and ledgers.
- Review and manage the preparation of monthly, quarterly, and annual financial statements and reports, ensuring accuracy and compliance with accounting standards.
- Oversee reconciliation processes for bank statements, credit cards, and other accounts, identifying and resolving discrepancies.
- Manage payroll oversight, ensuring compliance with relevant laws and regulations across client accounts.
- Oversee accounts payable and receivable processes, including invoicing, payments, and collections, across the client portfolio.
- Support the preparation of tax returns and liaise with clients and advisors during tax audits.
- Train, mentor, and support junior bookkeeping staff, reviewing their work and guiding their professional development.
- Utilize accounting software (e.g., QuickBooks, Xero, MYOB) to oversee financial data management and reporting across clients.
- Monitor compliance with local, state, and federal regulations, keeping clients and the team informed of changes to accounting standards and practices.
- Identify opportunities to improve client processes and proactively flag issues or risks to senior management.
Requirements
What you’ll need- Minimum 3 years of Australian Bookkeeping experience working in an Australian Public Practice Firm.
- Minimum of 5 years of bookkeeping or accounting experience, preferably within a public practice environment, with prior experience managing client relationships.
- Proficiency in accounting software Xero.
- Strong knowledge of bookkeeping and accounting principles and practices.
- Excellent client relationship management, organizational, and time management skills.
- Strong attention to detail with the ability to review and oversee others' work for accuracy.
- Excellent verbal and written communication skills, with confidence liaising directly with clients.
- Proven ability to lead, mentor, and support junior team members.
- Ability to work independently, manage competing priorities across multiple clients, and work collaboratively within a team.
- Familiarity with payroll processing and tax preparation is a plus.
Benefits
Comp & perks- Competitive salary and benefits package.
- Opportunities for professional development and growth.
- Collaborative and supportive work environment.
- Work-life balance with flexible scheduling options.
- Permanent work from home set-up.
- New equipment supplied.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Bookkeeping PrinciplesAccounting StandardsFinancial ReportingReconciliation ProcessesTax Preparation
Soft Skills
Attention to DetailOrganizational SkillsTime ManagementVerbal CommunicationWritten Communication