Client Advisor

Cutcher & Neale Pty Ltd

Fortitude Valley, Australia
On-site
Client portfolio management
Task turnaround and wip management
Leading client meetings
Cutcher & Neale fosters a supportive team environment with ongoing professional and personal development opportunities and a genuine balance between work and life commitments

Job Summary

  • Cutcher & Neale fosters a supportive team environment with ongoing professional and personal development opportunities and a genuine balance between work and life commitments.
  • The Client Advisor role involves managing client portfolios, leading client meetings, reviewing work for opportunities and risks, and providing technical guidance and mentorship to team members.
  • The role emphasizes driving business success through client service, innovation, and contributing to firm-wide initiatives.

Matching Summary

Cutcher & Neale fosters a supportive team environment with ongoing professional and personal development opportunities and a genuine balance between work and life commitments.

Skills & Requirements

Must-have

  • client portfolio management
  • task turnaround and WIP management
  • leading client meetings
  • analytical review of client work
  • providing technical guidance and mentorship
  • Division 7A compliance strategies

Nice-to-have

  • collaboration and mentoring passion
  • proactive client service approach
  • driving innovation and improvement
  • contributing to workplace groups
  • business growth focus

Key Requirements

  • 6+ years experience in accounting firm
  • Chartered Accountant (CA) or CPA qualification
  • strong technical understanding of Division 7A compliance

Work Rights

Not specified

Tailored Resume

Cover Letter