Executive Client Advisor

1 week ago

Brisbane, Queensland, Australia beBeeLeadership Full time $130,000 - $150,000
High-Value Client Lead

A prime pathway to General Managership

  • $130K–$150K + Super + Bonuses + Equity opportunity
  • Clear career progression to General Manager within 12–18 months
  • Premium client base – mostly A&B business clients consulting, not just compliance
  • Equity participation – contribute to business success and long-term wealth creation
  • Bonus scheme – tied to team performance and client success
Main Responsibilities:
  • Manage a portfolio of high-value SME clients while leading a team of accountants and bookkeepers.
  • Deliver advice on structuring, asset protection, tax planning, succession and exit strategies, due diligence, and cloud system optimisation.
  • Lead AGMs to align client goals and performance.
  • Identify opportunities to support client growth.
Leadership & Team Development:
  • Lead and mentor your local and offshore team, supporting professional development.
  • Regular check-ins and performance reviews.
  • Coach across compliance, reporting, and payroll.
  • Build a positive, accountable team culture.
Tax Review & Delivery:
  • Review financials and tax returns across all entity types.
  • Ensure technical accuracy and client-ready outputs.
  • Apply expertise in CGT, Division 7A, FBT, and trust strategies.
  • Support complex advisory work (e.g. due diligence, exits).
Workflow & Systems:
  • Manage workflow, productivity, and budgets, maintaining & improving SOPs and systems.
  • Liaise with senior management on operations and technical priorities.
  • Drive scalable delivery models as the firm grows.
Career Advancement:
  • Collaborate with senior management on team and business planning, driving innovation & automation, and service enhancement.
  • Represent the firm with clients and stakeholders.
  • Prepare for a GM role within 12–18 months.

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