Chief Portfolio Manager

6 days ago

Sydney, New South Wales, Australia beBeeBusiness Full time $130,000 - $165,000
Leadership Opportunity in Business Services

This is a high-impact opportunity to manage a portfolio of high-net-worth individuals, private family groups, and SMEs.

Key Responsibilities:
  • Manage a diverse client base across various industries and entity types.
  • Deliver expert advice on structuring, cash flow, tax planning, and commercial strategy.
  • Review financial statements and tax work prepared by your team.
  • Mentor junior staff and lead team performance and development.
  • Provide guidance on complex tax areas including capital gains tax, division 7A, and goods and services tax.
  • Collaborate with senior management on client strategy and internal initiatives.
  • Contribute to business development efforts.
Requirements:
  • Chartered Accountant or Certified Practising Accountant qualified with 6+ years of public practice experience.
  • Proven experience leading teams and managing client portfolios.
  • A strong commercial mindset and effective communication skills.
  • A desire to progress to Senior Manager or beyond in the near future.
About the Opportunity:

This role offers exposure to high-quality, strategic work from day one. Join a national brand with strong training, flexible working, and deep advisory capability.

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