Client Relationship Manager

Kincumber, Central Coast | Full-time | Office-based | $100k+ based on experience

If you get more energy from a great client conversation than from sitting behind a screen, and you happen to have solid accounting knowledge behind you, this role was written for you!

My Accounting Advantage is a boutique accounting firm based in Kincumber, built entirely on referrals and reputation. Our clients are business owners and property investors who trust us with important financial decisions, and they stay because we make them feel known, not just serviced.

We’re looking for a Client Relationship Manager to become the heartbeat of that experience.

This is not your typical accounting role

You’re not here to sit behind the numbers all day.

You’re the bridge between clients and our technical team:

• Translating complex accounting and tax concepts into plain English

• Handling client conversations with confidence and warmth

• Triage requests quickly and accurately

• Holding the relationship while our team delivers the technical work

You’ll still use your accounting knowledge, but your real value is how you connect, communicate, and lead the client experience.

The outcome you own

Every client feels known, cared for, and confident their needs are being handled without Mai being involved.

What you’ll be responsible for

• Being the first point of contact for client communication (phone + email)

• Handling everyday Xero, bookkeeping, and BAS-related queries

• Explaining financials, reports, and tax concepts in plain English

• Managing billing queries and expectations professionally

• Triaging more complex technical matters to the right team member

• Supporting onboarding so new clients feel looked after from day one

• Maintaining clear communication, follow-ups, and internal notes

What you’ll bring

We are specifically looking for someone who:

• Has minimum 3+ years' experience in public practice accounting

• Ideally CA or CPA qualified (or progressing)

• Has solid experience with Xero and bookkeeping processes

• Has prepared financial statements and tax returns across multiple entities

• Has strong accounting and tax knowledge

But just as importantly…

You’re someone who:

• Prefers working with people over working in isolation

• Communicates clearly without jargon

• Can handle stressed or confused clients calmly and professionally

• Knows how to set boundaries without damaging relationships

• Takes pride in making clients feel comfortable, not overwhelmed

This role is not suited to someone who prefers to sit behind the scenes. It’s for someone who wants to be front-facing and impactful.

What we offer

• A high-trust, high-performing team environment

• A leadership team that genuinely invests in your growth

• A role where you become the trusted voice for our clients

• Full-time, office-based role in Kincumber

• Flexible working hours, with some flexibility to work remotely when needed

• $100k+ salary package, based on experience and capability

• Clear opportunity to grow as the firm scales

• Firm ownership potential

How to apply

To apply, please submit:

1. Your resume

2. A short video (max 3 minutes) answering:

   • Tell us about a time you handled a frustrated client

   • How would you explain a Xero issue to someone with no accounting background?

   • Why does this role feel right for you right now?

Applications without a video will not be considered.