Focus Partners Wealth

Senior Client Manager, Accounting

Focus Partners Wealth

19 days ago
Australia
Onsite
Full Time
Senior
0 applicants
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Focus Partners Wealth
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About this role

The Senior Client Manager role in Melbourne offers a leadership position within an accounting practice, focusing on managing client portfolios, providing strategic advice, overseeing compliance, and supporting business growth. The role involves leadership, technical expertise, and client relationship management in a professional services environment.

Skills

Qualifications

CPA or CA qualificationRegistered Tax AgentBachelor’s Degree in Accounting or related discipline
Focus Partners Wealth

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

About Focus Partners Wealth

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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