Client Advisor

Cutcher & Neale; Melbourne; On-site; AUD 90,000 - 120,000; Full time

Job summary

Cutcher & Neale in Melbourne, now part of BBB Partners, seeks an experienced Client Advisor. With 5+ years in a professional accounting firm and CA/CPA credentials, you will mentor staff, manage client relationships, and drive business growth. The role is based in our Melbourne office, with opportunities as part of a national firm.

You will lead client meetings, review work, and provide strategic financial advice while supporting firm-wide initiatives and continuous improvement.

Qualifications

• 5+ years of experience in an accounting firm.
• CA or CPA qualification required.
• Strong leadership and mentoring abilities.

Responsibilities

• Manage a client portfolio, including relationships, task turnaround, and WIP management.
• Participate in or independently lead client meetings.
• Perform analytical reviews 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

Client portfolio management

Mentoring

Leadership

Time management

Client service

Education

CA or CPA qualification

Job description

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 Partnerswe areTrue Professionalswho believe in beingStronger Togetherby 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.