Senior Client Manager, Accounting

The Senior Client Manager is a senior leadership role within the accounting practice, responsible for managing and growing a substantial portfolio of clients while providing high-level taxation, compliance, and strategic advisory services. The role acts as the primary client relationship owner and plays a key part in people leadership, quality control, compliance oversight, and business growth. The Associate leads advisory discussions and planning engagements and supports the ongoing development of FPA Accounting.

This role is located in Melbourne, Victoria, Australia.

Primary Responsibilities Client Leadership & Advisory

Act as the primary relationship manager for a diverse and complex portfolio of clients, including high net worth individuals and entities

Lead client advisory meetings, strategic planning sessions, and business reviews

Provide proactive, practical, and commercially focused advice across taxation, structuring, and business strategy

Communicate complex technical matters clearly and succinctly to clients

Maintain extensive and ongoing client contact, ensuring a high level of service and responsiveness

Accounting, Taxation & Compliance

Oversee and review the preparation of annual financial statements and income tax returns, including complex client structures

Ensure full compliance with taxation legislation, accounting standards, professional obligations, and ATO requirements

Act as a Supervising Tax Agent, overseeing compliance and technical accuracy of work prepared by team members

Manage and mitigate tax risk while identifying opportunities for optimisation and planning

Apply advanced technical expertise across areas including:

Self-Managed Superannuation Funds (SMSFs)

Division 7A

Capital Gains Tax (CGT) concessions

Quality Control & Risk Management

Uphold rigorous quality control standards across all client deliverables

Ensure compliance with internal policies, professional standards, and regulatory requirements

Review and sign off work in accordance with delegation and authorisation frameworks

Provide leadership, coaching, and mentoring to team members

Support the development of technical capability and client management skills within the team

Contribute to performance management, workflow allocation, and capability development

Foster a collaborative, accountable, and high-performance culture

Business Growth & Practice Contribution

Contribute to business growth through client retention, upselling advisory services, and identifying new opportunities

Support practice development initiatives and continuous improvement of systems and processes

Apply strong business acumen and understanding of small business operations to enhance client outcomes

Qualifications

10+ years’ experience in business services, taxation, and financial reporting within a Public Practice environment

Proven experience managing a portfolio of complex and high net worth clients

Strong capability in reviewing and completing tax returns and financial statements

Extensive technical knowledge, particularly in SMSFs, Division 7A, and CGT concessions

Demonstrated people leadership experience

CPA or CA qualification

Certificate of Public Practice (CPP)

Registered Tax Agent, with experience acting as a Supervising Tax Agent

Relevant tertiary qualifications in Accounting or a related discipline

Strong business acumen with a deep understanding of small business operations

Proven capability in business growth and advisory-led client relationships

Proactive and solutions-focused approach to client and team leadership

About Focus Partners Australia Focus Partners Australia, the Australian business unit of Focus Partners, offers integrated capabilities in wealth advice, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, Focus Partners Australia leverages the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow and transition their wealth at every life stage.

About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

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