Senior Bookkeeper / Client Manager

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WizeTalent

11 - 50 employees

🎯 Recruiter

🤝 B2B

Recruitment • B2B

WizeTalent is a world-class hiring service that helps accounting and bookkeeping firms source, recruit and onboard skilled staff to support practice growth. Operating as part of the Wize Mentoring group, it focuses on tailored recruitment solutions and team design (including offshore hires) that enable practice owners to scale, create leadership, and free themselves from day-to-day operations. WizeTalent integrates with Wize’s mentoring, systems and playbooks to deliver practical, B2B-focused hiring outcomes for professional service firms.

📋 Description

• 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

• 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

• 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.

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