Client Advisor

Cutcher & Neale Accounting and Financial Services; City of Port Phillip; On-site; AUD 80,000 - 100,000; Full time

Job summary

Cutcher & Neale Accounting and Financial Services is seeking an experienced Client Advisor based in Port Phillip, Victoria. The ideal candidate will have over 5 years of experience in a professional accounting firm, demonstrating strong leadership and mentoring capabilities.

In this role, you will manage client relationships, provide analytical reviews, and lead client meetings, all while supporting team members with your technical knowledge. Join us in contributing to business growth and innovation.

Qualifications

• 5+ years of experience in an accounting firm.
• Strong technical understanding of financial and taxation matters.
• Ability to manage and mentor team members.

Responsibilities

• Manage a client portfolio and relationships.
• Lead client meetings and perform analytical reviews.
• Provide mentorship and technical guidance.

Skills

Client relationship management

Analytical reviews

Leadership and mentoring

Time management

Proactive client service

Education

Chartered Accountant (CA) or CPA qualification

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.

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.