Client Advisor

Cutcher & Neale Accounting and Financial Services; City of Melbourne; On-site; AUD 120,000 - 160,000; Full time

Job summary

Cutcher & Neale Accounting and Financial Services in Melbourne seeks an experienced Client Advisor to join our team. The role requires 5+ years in a professional accounting firm, with a focus on mentoring others, managing client relationships, and driving business success.

You will lead client meetings, review work for accuracy, and draft advice on financial, taxation, and investment matters for Partner review, while supporting team development and firm initiatives.

Qualifications

• 5+ years of experience in an accounting firm.
• CA or CPA qualification.
• A passion for leadership, collaboration and mentoring.

Responsibilities

• Manage a client portfolio, including relationships, task turnaround, and WIP management.
• 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.

Skills

Leadership

Mentoring

Time management

Client service

Business development

Education

CA or CPA

Job description

About Cutcher & Neale

In July 2025, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of Australia's leading financial services businesses. While this role is based in the BBB Partners Melbourne office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Newcastle.

At Cutcher & Neale and BBB Partners 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.

Your new opportunity

We’re looking for an experienced Client Advisor to join our team! If you have 5+ 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

• 5+ 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.