Client Manager (Bookkeeping & CFO Services)

Carbon Group is seeking a Client Manager for their Bookkeeping & CFO Services team in Osborne Park, WA. The role involves delivering bookkeeping and payroll services to various clients, requiring experience with Xero and MYOB. Candidates should be eager to learn and possess strong problem-solving skills. This is a full-time hybrid position, allowing some work from home while being part of a supportive team focused on career development.
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 valuable member of our Bookkeeping & CFO Services team, our new Client Manager will deliver high-quality bookkeeping, payroll or CFO services to a portfolio of clients across a variety of industries. Experience managing a diverse client base is essential for this role.

We’re looking for someone who is eager and willing to learn new skills and display initiative. Experience in Xero and MYOB is required, as is the ability to quickly learn new software as we’re a business known to embrace new technologies. You’ll need to be able to problem-solve, have a strong attention to detail, and display high levels of accuracy.

This is a full-time hybrid role based in our Carbon Osborne Park office, with some working from home an option too (if you want to!)

Your responsibilities.
• Day-to-day bookkeeping in multiple platforms.
• Setting up new client data files, chart of accounts and payroll.
• Providing basic bookkeeping training to clients.
• Wages, commissions, superannuation, STP, Payroll Tax
• Reconciliation and preparation of business/instalment activity statements (BAS/IAS).
• Troubleshooting issues in client files.
• Supporting junior bookkeeping staff.
• Meeting daily, weekly, and monthly deadlines.
• Prioritising jobs according to company requirements.
• Addressing client queries.

You’ll be perfect for the role if:
• You love a bit of team banter and activities
• You want to be part of the coolest firm in Australia
• You’re keen to join a company that encourage you to define your own career path

We're looking for someone with:
• CA/CPA preferred, but not essential.
• 2+ years bookkeeping experience.
• Comprehensive understanding of bookkeeping principles.
• High level of experience with using Xero.
• Flexibility and adaptability to changing priorities and work demands.
• Strong communication and relationship building skills.
• Self-motivated and ability to work autonomously.
• High attention to detail.
• Energetic and enthusiastic with a positive outlook.

Why Carbon?

We aspire to create a culture in every office where our people are motivated and supported to achieve their goals. With that in mind, we know what is important to each person will vary, so here are a few things we offer:
• Flexible working arrangements - this can be a hybrid role, with some time in our Osborne Park office, and some time working from home.
• Potential bonus scheme in addition to a competitive base salary.
• Learning and development opportunities driven by you: Want to focus your skills in a certain area, or explore something new with training? Great, let’s do it. We have internal and external training options.
• Social activities to suit different people: Regular team events, office events, community giveback opportunities, etc. etc.
• And, of course, we also offer some great benefits like discounts, cashbacks, rewards, and initiatives to support wellness.

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.