About the Role

You're looking for a steady pair of hands - someone who can meet clients confidently, manage staff workflows, and sharpen your internal processes so everything runs smoothly. This role blends client relationship management, operations, and accounting-process improvement... basically the firm's right-hand person.

Key Responsibilities

1. Client Engagement & Relationship Management

• Attend client meetings (in-person or virtual) on behalf of the firm.
• Understand client needs, pain points, and business models.
• Advise clients on improving their accounting systems, SOPs, documentation flow, and compliance processes.
• Handle escalations or issues raised by clients regarding accounts or deliverables.
• Maintain strong rapport and ensure high client satisfaction and retention.

2. Internal Operations & Task Management

• Track, delegate, and follow up on tasks assigned to accounting and admin staff.
• Monitor deadlines (GST, IRAS filings, ACRA filings, payroll, management accounts, etc.).
• Ensure each staff member's portfolio is properly managed and aligned with firm deadlines.
• Review staff work quality before submission where required.

3. SOP Improvement & Process Building

• Review existing workflows for onboarding, accounts preparation, GST, payroll, and reporting.
• Identify bottlenecks and propose new SOPs/tools to simplify work and reduce errors.
• Implement structured checklists, templates, and communication standards.
• Train staff on improved SOPs and ensure consistent adoption.

4. Problem-Solving & Support

• Troubleshoot issues faced by staff (e.g., missing documents, unclear GL entries, client delays, system issues).
• Troubleshoot accounting process issues faced by clients (e.g., wrong workflows, poor tracking, bad invoice practices).
• Work with you to resolve complex cases that need senior-level decision-making.

5. General Management

• Ensure weekly portfolio reviews with staff.
• Prepare short operational updates or dashboards for you.
• Assist in onboarding new clients and staff.
• Maintain high standards of professionalism and service quality.

Requirements

• Experience in an accounting firm (client-servicing or operations).
• Strong communication and presentation skills.
• Comfortable handling clients independently.
• Good understanding of Singapore accounting, GST, and compliance timelines.
• Able to train and guide junior staff.
• Proactive, organised, and able to take ownership of operations.

Nice-to-Have

• Experience with digital accounting tools (Xero, QuickBooks, Financio, etc.).
• SOP creation experience.
• Leadership experience in a small-to-medium accounting practice.