Assistant Client Manager - CapitalQ

Assistant Client Manager

CapitalQ are hiring...

Who You Will be Working For

At CapitalQ Business Advisers & Chartered Accountants we consider ourselves an ultra progressive, highly ambitious, SME focused, accounting, tax and business advisory.

Presently operating from two locations (Perth and South West WA), we are working smart to ensure we stand apart.  And given our success in this regard… we are growing!

Latest Opportunity

Therefore we are on the look out for a new Team Member who can help us help our CapitalQ Community Members (our Clients) achieve their goals and provide them with peace of mind regarding their tax and financial affairs (and their future lifestyle).

We have potential to fill a new role being that of a Senior Tax Accountant / Assistant Client Manager based in our Perth Office.

The Successful Candidate

The successful candidate will –

  • Be an experienced SME Tax Accountant and Adviser,
  • Be a qualified Chartered Accountant (“CA”),
  • Possess at least 5 years experience within a business services or tax accounting environment.
  • Have enjoyed at least a taste of being responsible for managing their own client portfolio, including maintaining excellent client service, adding real value to their Client’s business and financial affairs, while managing workflow, job completion, utilisation of junior staff and invoicing and debt collection,
  • That being the case, be ready to take the next step and take full responsibility for their own growing, client portfolio.
  • Ideally also be a member of the Tax Institute and be at least on their way to achieving the Chartered Tax Adviser designation.

Outside of those formalities, we are open minded about who you are. We don’t want you to try and present yourself in a manner that hides your true self, attempting to be who you think we want you to be.

The Non-Negotiables

However to give you some idea of who we are, which ultimately will be a factor when trying to determine whether you will be a good fit within our Team, we –

  • Believe in being a “life long learner”. And while reading is generally our preferred method of learning, regardless of how you learn best, we hope you are dedicated to continual learning and improvement. We don’t mean in that throw away, clich`ed way. We mean you are presently dedicating time each day (in addition to your productive work, quite possibly outside standard office hours) to learn about the latest in tax laws, rulings and cases. Plus, while at this stage of your career your tax skills are paramount, you are also proactive about increasing your awareness and understanding of broader issues your SME clients face including (but not limited to) asset protection, estate planning, self-managed superannuation, business improvement, business building and the like.
  • Believe attention to detail is an often overlooked requirement and obligation within our industry, and an undervalued skill. As is taking pride in the quality of ones work, no matter how small the task.
  • Believe there are non-negotiables when it comes to servicing our Community Members and when it comes to working within our Team including –
    • calls and emails are always returned, without exception, and promptly. And tough calls are made first!
    • commitments made (to clients, to Team Members, to anyone) are always met.
    • tax returns, or any other compliance obligation, are never lodged late where it could even remotely be considered to be our fault.
    • if a client is the reason an obligation may not be met on time, or an area of their affairs falls short of our high expectations, we will always have done everything we can to help them help us, and help themselves, to get their affairs in order.
    • if an error is ever made, full ownership is taken immediately, no matter what the perceived consequences (which are rarely as bad as the consequence of not taking ownership).
    • each individual within our Team is personally responsible for their own success, as well as the success of CapitalQ. If you are not capable of being a genuine team player, please stop reading now, and please do not apply!
    • each individual within our Team is genuinely empowered to do what is required to service our Community Members to the expected high standard. But with that empowerment comes obligations and responsibilities which you must be prepared to take ownership of. If you expect to be told what to do at every step, again you will not fit here at CapitalQ. Equally, if you expect to be able to rebuff personal responsibility because of a lack of micromanagement, you are equally unsuitable for our environment.

Are you the One

If you believe you would be a good fit within the CapitalQ Team, and you are prepared to make a commitment to help build the business and financial futures of our Community Members, as well as build the CapitalQ business towards a big, bright future for all who are a part of it, then here is how you can apply to join the CapitalQ Team –

1) Get to know us as best you can (though PLEASE do not add yourself to our marketing funnels by signing up to receive downloads, mail outs, The Q Review, etc. Candidates found in our marketing system will not be considered for a role).

2) Either –

a) Write an introductory letter explaining why you feel you may be a good fit for us, and why we a good fit for you. Letters are not to exceed two pages (though certainly could be much shorter if you can get your point across in less words). Generic letters that look like they have been sent to every accounting firm in town will likely not get passed initial screening.

Or

b) Even better, create a simple (low production value) video doing the same thing. Videos are to be no longer than 2 minutes (which is much less time than you might think) and again will introduce yourself and briefly explain why you feel you may be a good fit for us, and us for you. To confirm, don’t stress about production value, just hold your phone up and make sure we can see and hear you clearly. For an example of a success application video, visit Vee’s profile here.

3) Upload your letter (in PDF format only, document files will not be opened) or video, along with your up-to-date, sparkling CV (again, PDFs only) to us below…

We look forward to hearing from you…

Apply Now

What our customers say

Logo for Craig Wilschefski

I was headed for ATO disaster... but thanks to CapitalQ we nipped it in the bud

I know everything there is to know about the services my business provide, and I know how to do it well and how to grow my business. But I know little about, and don’t want to know about, the tax and accounting and administrative side of things. As a result I was always behind, always struggling with paperwork and administration that I never came close to managing or getting on top of. CapitalQ worked with me to get my head above water, then to streamline that side of my business and manage much of it for me. A huge weight was lifted from my shoulders, my stress levels completely subsided and life was great. The result … an unsolicited buy-out offer for my first business (which I accepted) helping to set up financially me and my family for life. I have now started my second business, and they are doing it all over again. Business profits are growing, and I am once again fighting off suitors!
Craig Wilschefski

Craig Wilschefski

Founder and Director of Home Loan Republic and Finance for Fitness

Footer
LinkedIn icon