Senior Client Advisor — Accounting & Growth Leader

Cutcher & Neale Accounting and Financial Services

Brisbane

On-site

AUD 120,000 - 170,000

Full time

10 days ago

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Job summary

Cutcher & Neale Accounting and Financial Services is seeking an experienced Client Advisor in Brisbane. With 6+ years in a professional accounting firm, you will mentor colleagues, lead client relationships and drive business success.

You will manage a client portfolio, run meetings, review work, and provide strategic advice on financial, taxation and investment matters for Partner review, while upholding high technical standards and continuous improvement.

Qualifications

  • 6+ years of experience in an accounting firm.
  • CA or CPA qualification (CA/CPA).
  • A passion for leadership, collaboration and mentoring.
  • Strong time management skills with the ability to meet deadlines.
  • Proactive approach to client service and business growth.

Responsibilities

  • Manage a client portfolio, including relationships, task turnaround, and WIP management.
  • Lead client meetings and participate in client discussions.
  • 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.
  • Advise on Division 7A compliance with 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

Relationship management
Mentoring
Leadership
Time management
Proactive service

Education

CA or CPA qualification

Job description

Cutcher & Neale Accounting and Financial Services is seeking an experienced Client Advisor in Brisbane. With 6+ years in a professional accounting firm, you will mentor colleagues, lead client relationships and drive business success.

You will manage a client portfolio, run meetings, review work, and provide strategic advice on financial, taxation and investment matters for Partner review, while upholding high technical standards and continuous improvement.

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