Client Manager

Posted 3 Hours Ago
Be an Early Applicant
Queenstown, Otago, NZL
In-Office
Senior level
Fintech • Software • Financial Services
The Role
The Client Manager will oversee client relationships, manage a team, ensure compliance, contribute to advisory projects, and promote business growth.
Summary Generated by Built In

Are you an ambitious, results driven Client Manager looking to build a career — and a life — in one of New Zealand's most iconic locations? We have an exciting opportunity to join our Queenstown team, where you'll work directly with clients, lead a talented team, and chart a clear pathway to Partner level.

Whether you're already calling Queenstown home or ready to make the move, this is a role for someone who wants more than just a great job — a chance to make a real impact with clients every day and grow into a future leader of the business.

Your role, your contribution!

  • Manage and service existing client relationships, ensuring jobs are delivered to technical standards, within budget, and on time.
  • Identify opportunities to add value for clients, strengthen external networks, and raise the Findex profile in the market.
  • Review compliance documents, complex special purpose financial statements, annual financial statements, tax returns, and reconciliations across companies, partnerships, trusts, and individuals.
  • Contribute to advisory projects, such as business planning, budgeting, and cashflows.
  • Empower and nurture your team, driving retention and capability while delivering outstanding results.
  • Stay current with technical knowledge to ensure compliance with statutory and regulatory requirements.

The Benefits of joining us!

  • A clear pathway to Partner level — with structured support, mentoring, and defined milestones to help you get there
  • Attractive salary with bonus opportunities
  • Professional membership support, study reimbursements and study leave  
  • Flexible working policies, including Time Off In Lieu (TOIL), hybrid working and purchased annual leave
  • Southern Cross Health insurance plus access to a range of staff benefits
  • Ongoing learning, development, and genuine career growth as our business grows.
  • A supportive workplace that prioritises work-life balance and personal growth.

What you bring to the role:

  • Previous business advisory accounting experience gained within public practice with a CA/CPA qualification
  • Strong leadership skills with the ability to support and develop others
  • Excellent verbal and written communication skills.
  • Strong commercial acumen and relationship management expertise.
  • A commitment to continuous professional development.

If this role sounds like a good fit - Apply now!  We look forward to hearing from you.

Our Impact: Why Findex?  

Findex New Zealand is one of the largest providers of practical accounting, audit, tax, wealth and business advice to individuals and businesses from a network of over 20 offices throughout the country. 

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security

For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. 

For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference 

For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. 

For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences. results-driven

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Melbourne, Victoria
2,022 Employees

What We Do

We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.

Similar Jobs

IMC Trading Logo IMC Trading

Compliance Officer

Fintech • Machine Learning • Software • Financial Services
Hybrid
4 Locations
1954 Employees

Turner & Townsend Logo Turner & Townsend

Senior Project Risk Manager | Defence & Infrastructure

Professional Services • Real Estate • Consulting
In-Office or Remote
2 Locations
17263 Employees
In-Office
Queenstown, Otago, NZL
29154 Employees
In-Office
Mosgiel, Otago, NZL
10034 Employees

Similar Companies Hiring

Milestone Systems Thumbnail
Artificial Intelligence • Other • Security • Software • Analytics • Big Data Analytics
Lake Oswego, OR
1500 Employees
Fairly Even Thumbnail
Hardware • Other • Robotics • Sales • Software • Hospitality
New York, NY
30 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account