Client Advisor

at  Cutcher Neale

ABOUT CUTCHER & NEALE

At Cutcher & Neale we are True Professionals who believe in being Stronger Together by 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.
Visit our Careers page to see what our team have to say about working at Cutcher & Neale.

YOUR NEW OPPORTUNITY

We are looking for a Client Advisor with 6 or more years’ experience in a professional accounting firm.

• Conduct first reviews of all financial statements.
• Provide strategies for Division 7A compliance with a comprehensive understanding of its requirements.
• Perform analytical reviews of your own and the team’s work, identifying client opportunities and risks.
• Research technical matters and compile relevant information to support decision-making.
• Draft advice on financial, taxation, and investment matters for Partner review.
• Review and sign off on client work completed by team members with confidence and competence.
• Participate actively in client meetings or lead them independently, depending on experience.
• Manage a client portfolio, including relationships, task turnaround, and WIP management.
• Provide technical guidance and training to team members as needed.
• Champion innovative ideas and improvements within the team.
• Contribute to workplace groups and initiatives.
• Mentor and support the growth of team members.