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Senior Portfolio Strategist
2 weeks ago
We are seeking a highly skilled and experienced Strategic Client Portfolio Manager to lead our Tax and Business Advisory team in Sydney.
- About the Role:
- Oversee and manage all aspects of a diverse client base, including daily accounting and taxation requirements.
- Lead the preparation and completion of clients' financial statements, income tax returns, and other essential lodgements.
- Assist and manage a portfolio of high-value clients and serve as the primary point of contact.
- Manage and advise high-performing teams on business development strategies.
Key Qualifications and Skills:
- Bachelor's degree in commerce or accounting with significant industry experience.
- At least 7 years of experience in tax and business advisory services with complex client groups.
- Excellent ability to build and maintain strong client relationships and drive business growth.
- Proven leadership experience managing a team of at least 3+ members.
What We Offer:
- Autonomy to manage your own portfolio of diverse clients.
- Involvement in business strategic work and ongoing professional development opportunities.
- Career progression and internal mobility opportunities within the organization.
