Client Advisor

Cutcher & Neale Accounting and Financial Services; North Sydney Council; On-site; AUD 90,000 - 120,000; Full time

Job summary

Cutcher & Neale Accounting and Financial Services in NSW seeks an experienced Client Advisor to manage client relationships, mentor colleagues, and drive business growth. Candidates should have 6+ years in a professional accounting firm and hold CA or CPA qualification.

You will lead client meetings, review work for accuracy, draft advice on financial, taxation and investment matters, and contribute to firm-wide initiatives in a collaborative team.

Qualifications

• 6+ years of experience in an accounting firm.
• CA or CPA qualification.
• Leadership, collaboration and mentoring focus.
• Proactive approach to client service and meeting deadlines.

Responsibilities

• Manage a client portfolio with relationships, task turnaround, and WIP.
• Lead or participate in 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 for 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 growth

Analytical review

Education

CA or CPA qualification

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.