Tax Manager / Client Strategic Associate

Looking for Accountants Who Can Bring Their "A" Game:Someone who can fill our "Client Strategic Associate (CSA) Role.If you’re a traditional accountant who prefers compliance work, this is not your role.If you’re someone who wants to:Lead client conversationsIdentify real opportunitiesDrive commercial outcomesAnd get paid based on impactKeep reading.
At Concepts & Results, we go beyond compliance.We build prosperity by design.Our clients are established business owners and high income earners who want more than reports, They want to convert the profits they earn and the salaries they get paid into passive income so, one day in the future work becomes optional.
The RoleThis is not a back-office role. You will:Lead client review meetingsIdentify gaps in profit, tax, and wealthTurn conversations into advisory workMove clients from compliance into structured growth plansThis is a client-facing, commercially driven role and you will Be Accountable ForIncreasing revenue per clientIdentifying and converting advisory opportunitiesMoving clients into a structured roadmap and packaged programsDriving real outcomes, not just delivering reports
Who This Is ForYou might be:A senior accountant who enjoys client conversations more than complianceA business advisor who wants to go deeper with clientsA commercially minded operator who understands tax, numbers and peopleAn accountant who is has completed or near completed their financial planning qualifications
Who This Is NOT ForSomeone who needs to be liked by every clientSomeone who avoids uncomfortable conversationsSomeone who waits for directionSomeone who focuses on technical perfection over outcomes
What You Need to BringStrong communication skills — you can simplify complex ideasCommercial thinking — you see opportunities, not just numbersConfidence — you can lead and challenge clientsExperience in client-facing roles (accounting, advisory, financial planning, or similar)
What Success Looks LikeWithin 3 months:You are leading client conversations confidentlyYou are identifying and converting advisory opportunitiesYou are increasing the value of your client portfolioYou are seen as a trusted advisor, not just a service provider
What You’ll GetA clear pathway into advisory and strategy workDirect exposure to business and wealth strategiesA role where your impact is visible and rewardedA team that values commercial thinking over compliance
To ApplyComment "Yes I can bring my "A" Game to this Position