Financial Portfolio Manager

3 days ago


Melbourne, Victoria, Australia beBeeAsset Full time $120,000 - $140,000

This position involves working within a dynamic team as an Assistant Manager, overseeing a portfolio of internal Partners with complex financial and tax affairs.

The ideal candidate will have experience in structuring for asset protection, tax optimisation, and succession planning.

Key responsibilities include preparing financial statements, providing tailored taxation advice, and project management.

The successful candidate will have a passion for ongoing learning and working in a team environment. Qualifications such as CA or CPA are essential.

The role offers flexible hours, locations, paid parental leave, career breaks, retail discounts, health and wellbeing initiatives, learning and growth opportunities, and salary packaging options.

Experience in overseeing multiple stakeholders and managing high-pressure situations is beneficial.

In this role, you will work closely with the Partner to understand their needs and develop solutions that meet their objectives.

You will also be responsible for analysing financial data and providing recommendations to improve business outcomes.

Frequent travel may be required to attend meetings and client sites.



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