Senior Financial Advisor

1 week ago

Brisbane, Queensland, Australia beBeeAccountant Full time $90,000 - $120,000
Job Overview

Brisbane-based accounting and wealth management firm is seeking a professional to manage client portfolios and deliver strategic advice.

The Position

This pivotal role involves working closely with an Accounting Partner to provide management accounting and virtual CFO services to clients, gaining deeper commercial insight and informing financial decisions.

Key Responsibilities:
  • Client portfolio management from SMEs to large multi-entity groups
  • Preparation of compliance documents including tax returns, financial statements, and BAS's
  • Delivering strategic advice on budgeting, cash flow, tax structuring, business structuring, and succession planning
  • Management reporting and virtual CFO services for selected clients
  • Assisting business development through client relationship management and networking
About You
  • A proactive and driven accounting professional with stakeholder and client management skills
  • CA or CPA qualified or working towards
  • Previous experience in public practice accounting environment
  • Commercially minded, personable, and committed to team and client success

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