Senior Client Advisor — Leadership & Growth

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

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.