Verified Job
Accounting - Finance
Client Advisor
Accounting - Finance
#617484
Remote / WFH
Job Description
Full job description
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’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.
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’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.
