At a Glance
- Tasks: Manage client portfolios, lead meetings, and drive business success.
- Company: Join a leading financial services firm with a supportive culture.
- Benefits: Professional growth, work-life balance, and mentorship opportunities.
- Other info: Be part of a national firm with excellent career advancement potential.
- Why this job: Make an impact by mentoring others and driving innovation.
- Qualifications: 5+ years in accounting, CA or CPA qualified, and strong leadership skills.
The predicted salary is between 82800 - 101200 $ per year.
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 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.
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Client Advisor employer: Cutcher & Neale Accounting and Financial Services
Cutcher & Neale Accounting and Financial Services is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. Located in vibrant Melbourne or Newcastle, we provide our team with opportunities to enhance their skills while contributing to meaningful client outcomes in risk insurance. Join us to be part of a collaborative environment where your contributions are valued and rewarded.
Contact Details:
Cutcher & Neale Accounting and Financial Services Recruitment Team
