Senior Client Advisor & Team Mentor - Accounting

Cutcher & Neale Accounting and Financial Services; Melbourne; Vor Ort; AUD 80.000 - 100.000; Vollzeit

Zusammenfassung

Cutcher & Neale Accounting and Financial Services is searching for an experienced Client Advisor in Melbourne. You will manage a client portfolio, offer mentorship, and contribute to team leadership.

The ideal candidate will possess over 5 years of experience in an accounting firm, hold a CA or CPA qualification, and demonstrate a passion for client service and business growth. Join us to work in a supportive, team-driven environment.

Qualifikationen

• 5+ years of experience in an accounting firm.
• Proven ability to manage client portfolios effectively.
• Strong analytical skills to identify client opportunities.

Aufgaben

• Manage client portfolio and relationships effectively.
• Independently lead client meetings and discussions.
• Draft financial advice for Partner review.

Kenntnisse

Client service

Leadership

Time management

Proactive approach

Ausbildung

Chartered Accountant (CA) or CPA qualification

Jobbeschreibung

In July 2025, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of Australia's leading financial services businesses. While this role is based in the BBB Partners Melbourne office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Newcastle.

At Cutcher & Neale and BBB Partnerswe areTrue Professionalswho believe in beingStronger Togetherby 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.

Your new opportunity

We’re looking for an experienced Client Advisor to join our team! If you have 5+ 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

• 5+ 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.

Ready to join us? Click Apply now , upload your resume and answer a few quick questions to help us get to know you.