Senior Client Advisor - Accounting & Growth Lead

Cutcher & Neale Accounting and Financial Services; Newcastle City Council; On-site; AUD 110,000 - 170,000; Full time

Job summary

Cutcher & Neale Accounting and Financial Services is seeking an experienced Client Advisor with 6+ years in a professional accounting firm. You will manage client portfolios, lead meetings, and provide strategic tax, financial, and investment guidance for Partners. You will mentor teammates and drive firm-wide initiatives.

The role emphasizes client service, leadership, and proactive business growth in a collaborative environment.

Qualifications

• 6+ years of experience in an accounting firm.
• CA or CPA qualification.
• Demonstrated leadership and mentoring abilities.
• Strong time management and deadline-driven.
• Proactive client service and growth mindset.

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.

Skills

Leadership

Mentoring

Client relationships

Team collaboration

Time management

Business growth

6+ years experience

Education

CA (Chartered Accountant)

CPA

Job description

Cutcher & Neale Accounting and Financial Services is seeking an experienced Client Advisor with 6+ years in a professional accounting firm. You will manage client portfolios, lead meetings, and provide strategic tax, financial, and investment guidance for Partners. You will mentor teammates and drive firm-wide initiatives.

The role emphasizes client service, leadership, and proactive business growth in a collaborative environment.