Client Advisor

Cutcher & Neale Accounting and Financial Services; City of Brisbane; On-site; Full time

Job summary

A professional services firm in Brisbane is seeking an experienced Client Advisor to manage a diverse client portfolio. The ideal candidate has over 6 years of experience in an accounting firm and will need to exhibit strong leadership qualities, excellent time management, and a passion for mentoring team members. This role offers opportunities for professional growth and aims to foster innovative practices within the team. Candidates must hold either a Chartered Accountant (CA) or CPA qualification.

Qualifications

• 6+ years of experience in an accounting firm.
• Chartered Accountant (CA) or CPA qualification.
• Strong time management skills with the ability to meet deadlines.
• A passion for leadership, collaboration, and mentoring.
• A proactive approach to client service and business growth.

Responsibilities

• Manage a client portfolio, including relationships, task turnaround, and WIP management.
• Participate in or independently lead client meetings.
• Perform analytical reviews of your own and the team’s work to identify client opportunities and risks.
• Review and sign off on client work with confidence.
• Draft advice on financial, taxation, and investment matters for Partner review.
• Provide technical guidance, training, and mentorship to team members.
• Provide strategies for Division 7A compliance with a strong technical understanding.
• Research technical matters and compile insights to support decision-making.
• Drive innovation and improvement within the team.
• Contribute to workplace groups and firm-wide initiatives.

Job description

About Cutcher & Neale

At Cutcher & Neale we are True Professionals who believe in being Stronger Together by empowering our people to be their best and do their best work. We do this by providing a supportive team environment, ongoing professional and personal development opportunities, and a genuine balance between work and life commitments.

Visit our Careers page to see what our team have to say about working at Cutcher & Neale.

Your new opportunity

We’re looking for an experienced Client Advisor to join our team! If you have 6+ years’ experience in a professional accounting firm and enjoy working closely with clients, mentoring others, and driving business success, this role is for you.

What You’ll Do

• Manage a client portfolio, including relationships, task turnaround, and WIP management.
• Participate in or independently lead client meetings.
• Perform analytical reviews of your own and the team’s work to identify client opportunities and risks.
• Review and sign off on client work with confidence.
• Draft advice on financial, taxation, and investment matters for Partner review.
• Provide technical guidance, training, and mentorship to team members.
• Provide strategies for Division 7A compliance with a strong technical understanding.
• Research technical matters and compile insights to support decision-making.
• Drive innovation and improvement within the team.
• Contribute to workplace groups and firm-wide initiatives.

What You’ll Bring

• 6+ years of experience in an accounting firm.
• Chartered Accountant (CA) or CPA qualification.
• A passion for leadership, collaboration, and mentoring.
• Strong time management skills with the ability to meet deadlines.
• A proactive approach to client service and business growth.