Client Services Manager - Bookkeeping & Advisory

About the role

As a Client Services Manager, your role will be to take ownership of client relationships within the business and lead a team of offshore bookkeepers (1 Senior, 2 junior) to deliver on their outcomes. You will review the bookkeeping work, ensuring the highest of accuracy and quality and you will keep client relationships close. You will communicate closely with clients to build rapport, understand their business and systems, and resolve outstanding queries pragmatically. You will also mentor and train the team, and are also more than capable to get into the weeds as required to resolve reconciliations and system issues. You would have worked up the ranks and know the bookkeeping role back to front and now ready to move up into a leadership role. Or you're returning to a Client Services Manager role after a break and now ready to come back on a part time, hybrid/remote basis.

Your main objective is to produce clean Xero files each month, reconciled balance sheet and P&L, monthly management reports as required and discuss results with clients. It is critical that these are prepared accurately and on time each month. You will also review and lodge BAS's and payroll accurately and on time according to lodgement programs and pay cycles. Finally, you will report to the principal on team performance and escalate any issues as they arise.

Key responsibilities

• Lead a team of offshore bookkeepers (1 Senior, 2 junior)

• Ownership of client portfolio, be the first point of contact with the clients and have a genuinely friendly and professional relationship with them

• Review bookkeeping work and mentor and train the team

• Produce clean Xero files each month with reconciled balance sheet and P&L

• Prepare monthly management reports accurately and on time with commentary against KPI targets or budget variances

• Review and lodge BAS's accurately and on time

• Review and file payroll accurately and on time

• Resolve outstanding queries pragmatically

• Step in to cover any gaps or working through complex issues that the team can't resolve

• Confidence with producing training videos and building up our library of SOPs

• Identify and implement any process or systems improvements

About you

• At least 5 years experience in Xero bookkeeping

• At least 3 years BAS and payroll experience

• Friendly and easy-going manner who can build rapport with clients

• Understanding awards, salary sacrifice/packaging arrangements

• Experience managing a team, conducting huddles, prioritising deadlines and reviewing work

• Self-starter, focussed on deadlines

• High attention to detail

• Medium to advanced experience with cloud-based systems including Xero, Hubdoc, Weel, Fathom, Shopify, Stripe, Square, Asana, etc)

• Thorough understanding of Xero to help fix reconciliation problems in AP/AR, Bank recs and payroll

• Experience with COGS, inventory, POS system clearing accounts and ability to reconcile at month end

• Can explain debits and credits to each transaction

• Genuine love of bookkeeping - you're the kind of person who gets satisfaction from tracking down a discrepancy, solving a reconciliation issue and getting everything back in balance.
  

About us

We’re a friendly, professional bookkeeping firm that genuinely cares about our clients, our work and our people. We pride ourselves on high-quality bookkeeping, strong client relationships and a practical, personal approach.

With clients across a range of industries, there’s plenty of variety and opportunity to learn new systems and solve interesting problems. We offer a supportive, flexible and fun working environment where you’re trusted to take ownership of your work and maintain a healthy work/life balance.

If you enjoy doing great work, solving problems and being part of a team that values you, you’ll fit right in!