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Job summary
A leading accounting firm in North Sydney is seeking an experienced Client Advisor to manage client portfolios, lead meetings, and provide technical guidance. Candidates should have over 6 years of experience in an accounting firm and hold a Chartered Accountant (CA) or CPA qualification. This role emphasizes leadership, client service, and innovation, and offers a supportive team environment that values work-life balance.
Qualifications
6+ years of experience in an accounting firm.
Chartered Accountant (CA) or CPA qualification.
Strong time management skills.
Responsibilities
Manage a client portfolio and relationships.
Lead client meetings and perform analytical reviews.
Draft advice on financial matters for Partner review.
Skills
Client management
Leadership
Analytical reviews
Proactive client service
Time management
Education
Chartered Accountant (CA) or CPA qualification
Job description
A leading accounting firm in North Sydney is seeking an experienced Client Advisor to manage client portfolios, lead meetings, and provide technical guidance. Candidates should have over 6 years of experience in an accounting firm and hold a Chartered Accountant (CA) or CPA qualification. This role emphasizes leadership, client service, and innovation, and offers a supportive team environment that values work-life balance.