Client Advisor at Cutcher & Neale Accounting and Financial Services

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

14 Sep, 26

Salary

0.0

Posted On

16 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, WIP Management, Financial Analysis, Taxation Advice, Investment Advice, Division 7A Compliance, Mentoring, Technical Research, Time Management, Leadership

Industry

Financial Services

Description

About Cutcher & Neale 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 Partners 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. Your new opportunity We’re looking for an experienced Client Advisor to join our team! If you have 6+ 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.

Responsibilities

Manage a client portfolio including relationships, task turnaround, and WIP management while leading client meetings. Provide technical guidance, mentorship to team members, and draft advice on financial, taxation, and investment matters.