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Accounts All Sorted
Join an Award-Winning Australian Bookkeeping Practice Accounts All Sorted is an award-winning, well-established Australian bookkeeping practice supporting small and medium businesses across Australia. We are a fully r…
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About the role
Accounts All Sorted is an award-winning, well-established Australian bookkeeping practice supporting small and medium businesses across Australia.
We are a fully remote team delivering bookkeeping, payroll, BAS and financial management services across a wide range of industries.
We’re more than bookkeepers. We become trusted advisers to our clients by providing accurate financial information, proactive support and practical advice that helps business owners understand their numbers and make confident decisions.
We’re looking for an experienced Client Account Manager / Senior Bookkeeper who enjoys taking ownership of client relationships, leading others and maintaining a high standard of bookkeeping across a varied portfolio.
This is a full-time, Monday to Friday role and is best suited to an experienced Senior Bookkeeper or Client Account Manager currently working within an Australian bookkeeping or accounting practice.
As a Client Account Manager, you will take ownership of a portfolio of clients and become their primary point of contact.
You’ll be responsible for ensuring each client’s bookkeeping, payroll, BAS and reporting requirements are completed accurately and on time, while proactively communicating with clients and keeping their work moving.
You will lead and oversee the bookkeepers supporting your client portfolio, providing guidance, reviewing work and ensuring deadlines, quality standards and Accounts All Sorted processes are consistently maintained.
This is not simply a bookkeeping production role.
This role suits an experienced practice bookkeeper who enjoys variety, works confidently in a fast-paced environment and is comfortable managing multiple clients, priorities and deadlines at the same time.
You’ll be supported as you learn Accounts All Sorted’s systems, processes and ways of working, but you’ll bring a strong existing technical bookkeeping foundation and the confidence to investigate issues, make sound decisions and keep client work moving without needing continual direction.
Manage your own portfolio of bookkeeping clients as their primary point of contact
Build strong, trusted and long-term relationships with clients
Proactively communicate with clients by phone, email and online meetings
Understand each client’s business, requirements and priorities
Lead and oversee the bookkeepers supporting your client portfolio
Provide guidance, mentoring and direction to bookkeeping team members
Review bookkeeping work for accuracy, completeness and compliance
Ensure client work is completed accurately, efficiently and on time
Maintain quality standards across your client portfolio
Identify issues, follow up outstanding information and keep client work progressing
Resolve client queries and bookkeeping issues promptly and professionally
Complete end-to-end bookkeeping across multiple client files
Perform bank, credit card and balance sheet reconciliations
Manage accounts payable and accounts receivable
Process payroll, including STP, superannuation and leave management
Prepare BAS and IAS for review and lodgement
Prepare and review financial reports, including Profit & Loss and Balance Sheet reports
Provide clients with practical bookkeeping and financial guidance
Identify opportunities to improve client processes, systems and efficiencies
Assist with onboarding new clients and transitioning work into the team
Identify opportunities where clients may benefit from additional Accounts All Sorted services
Manage workflows, deadlines and client communication through Karbon
Work with Xero and cloud applications such as Dext, Deputy, ServiceM8, Stripe, Square and similar platforms
To succeed in this role, you will have:
5+ years’ bookkeeping experience
Strong experience working within an Australian bookkeeping or accounting practice
Experience managing a portfolio of multiple clients across different industries
Proven ability to manage a busy portfolio and competing deadlines in a fast-paced practice environment
Experience as the primary point of contact for clients
Experience leading, mentoring, supervising or reviewing bookkeeping team members
Advanced knowledge of Xero, including payroll, reporting and troubleshooting
Strong knowledge of Australian bookkeeping, BAS, GST, payroll and superannuation requirements
Strong technical bookkeeping knowledge and the confidence to investigate and resolve issues independently
Confidence reviewing bookkeeping work and identifying errors or areas requiring further investigation
Excellent written and verbal communication skills
Confidence speaking with clients and following up outstanding information
Strong organisational and time-management skills
Exceptional attention to detail and a commitment to high-quality work
A proactive approach and the ability to identify and resolve problems without needing continual direction
The ability to manage competing priorities and multiple client deadlines
Comfortable learning new systems and adapting quickly to established processes and workflows
The ability to work independently while contributing to a collaborative remote team
Certificate IV in Bookkeeping or Accounting, or higher
Experience with Karbon or a similar practice management system
Australian residency with unrestricted working rights
At Accounts All Sorted, we believe our people are one of the most important parts of our business.
We have built a structured, collaborative and supportive remote team where high standards, accountability, continuous learning and exceptional client service are valued.
You’ll enjoy:
A full-time Monday to Friday position
Working remotely with an experienced and supportive team
Ownership of your own client portfolio
Building genuine long-term relationships with business owners
The opportunity to lead, mentor and develop other bookkeepers
Exposure to a diverse range of businesses and industries
Modern cloud-based systems including Xero, Karbon and leading business applications
Exposure to AI, automation and process improvement as we continue to improve how bookkeeping services are delivered
Well-established systems, processes and workflows
A collaborative environment where team members support one another
Opportunities to continue developing your technical, client management and leadership skills
A long-term role within a growing and established bookkeeping practice
Please submit your CV together with a brief cover letter telling us about:
Your bookkeeping experience
Your experience working within a bookkeeping or accounting practice
The types of clients and industries you’ve worked with
Your experience managing your own portfolio of clients
Your experience with Xero and relevant cloud applications
Your experience leading, supervising, mentoring or reviewing bookkeeping team members
Your experience managing client relationships
If you’re an experienced practice bookkeeper who enjoys taking ownership, working at pace, building strong client relationships, leading others and delivering high-quality work, we’d love to hear from you.
sign in above to apply · via Seek
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