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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.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping and accounting principles, with a strong focus on client relationship management and compliance with Australian regulations. Proficient in utilizing accounting software like Xero to manage financial data and reporting while mentoring junior staff.
Highest-signal resume keywords
Australian Bookkeeping ExperienceClient Relationship ManagementXero ProficiencyFinancial Statement PreparationPayroll Processing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Bookkeeping PrinciplesAccounting StandardsFinancial ReportingReconciliation ProcessesTax Preparation
Soft Skills
Attention to DetailOrganizational SkillsTime ManagementVerbal CommunicationWritten Communication
Tools & Technologies
QuickBooksXeroMYOB
Industry Keywords
Public Practice FirmComplianceFinancial Records ManagementAccounts PayableAccounts Receivable
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.