Client Manager

Hi there, thanks for stopping by. We're glad to have gotten your attention, but we'll be thrilled when you apply. We're on the hunt for a new member of our team. We're eager to find someone who is passionate about what they do and is excited for a new journey with our fantastic firm.

About Carbon.
We’re not your average professional services firm. Carbon launched in 2014 with the goal to shake up the industry and change the level of service that small and medium business owners received. We combine all the core business services in the one place (from accounting to bookkeeping to finance to insurance and everything in between), bringing together some of the best experts in the industry so our clients can focus on doing more of what they love.

What it means to be a Carbonite.
Our Carbonites are our best asset, and we’ve grown from a small team of 13 people in a single office in Perth to over 300 Carbonites nationwide, with offices in multiple states. A key element in our plan of world domination is having the best people possible to help us along the way. This is where you come in.
  
As our next Carbonite, you’ll be joining a team at multiple levels. You’ll be part of a team in your office, working with other talented people such as yourself. You’ll also be joining our national ranks, meaning you can easily tap into a knowledge base for a tricky question or to bounce ideas off of for the next team activity.

Empowering our Carbonites is a big part of our mission and vision, so we focus on helping our Carbonites learn and grow, developing their careers in the direction that they want to go in. 

About the role. 
As a Client Manager in our Bookkeeping & CFO Services team, you’ll manage a portfolio of clients across a variety of industries, providing reliable bookkeeping, financial reporting and general business support.

You’ll work closely with clients to understand their needs, ensure their financial information is accurate and provide meaningful reporting to help them understand how their business is performing. We’re looking for someone who is organised, takes pride in their work and enjoys building relationships with clients.

Key responsibilities

• Manage a portfolio of clients and build strong working relationships.
• Oversee day-to-day bookkeeping and financial reporting requirements.
• Review financial information to ensure accuracy and completeness.
• Prepare and review monthly management reports for clients.
• Assist with budgets, cash flow forecasts and financial analysis.
• Identify opportunities to improve processes and provide better service to clients.
• Respond to client queries and provide practical support with their financial information.
• Work closely with the internal team to ensure deadlines are met and work is completed to a high standard.

We're looking for someone with:

• Experience in bookkeeping, accounting or financial management.
• Experience with Xero and/or MYOB is preferred, along with the ability to learn new software and embrace technology. 
• Strong attention to detail and organisational skills.
• Good communication skills and confidence dealing with clients.
• Ability to manage competing priorities and meet deadlines.
• A willingness to learn new systems and take initiative.
• Ability to work independently as well as part of a team.

Experience managing client relationships or reviewing financial reports would be highly regarded.

Relevant accounting qualifications or progress towards a CPA or CA qualification would be advantageous, but are not essential.

 You’ll be perfect for the role if: 

• You enjoy being part of a supportive and collaborative team.
• You like building relationships and working with a variety of clients.
• You’re keen to learn, develop and take ownership of your work.
• You want to be part of a growing firm that encourages you to shape your own career.

Benefits

We aspire to create a culture where our people feel motivated and supported to achieve their goals.
Some of the benefits of joining Carbon include:

• Lucrative performance bonus.
• Learning and development opportunities driven by you.
• Internal and external training opportunities.
• Regular team and social activities.
• Community involvement and opportunities to give back.
• Discounts, cashbacks, rewards and wellness initiatives.

Ready to apply?

Great, we'd love to hear from you. Keep in mind that the desired skills and experience we listed above are all important components to this role, but that doesn't mean you need to tick every box to apply! We're dedicated to building a diverse, inclusive and exciting team, so even if your past experience doesn't perfectly align with everything listed but you're passionate about this role and joining our firm, apply anyways. 

At Carbon, we know we’re at our best when we look out for one another; prioritise respect, fairness, development and wellbeing; foster an inclusive culture and embrace diversity in all forms. All qualified applicants will receive consideration for employment regardless of their background, experience, identity, ability or thinking style, and if you need assistance or an accommodation during the application process for accessibility reasons this is available upon request.