Client Portfolio Manager

5 days ago


Melbourne, Victoria, Australia WizeTalent Full time
Client Portfolio Manager - Senior Business Advisor

About Our Accounting and Advisory Firm:

  • We are a leading provider of accounting and advisory services in Melbourne, dedicated to delivering exceptional service and results.

Our firm takes pride in its professional excellence, client-centric approach, and collaborative team culture.

We are currently looking for an experienced Client Portfolio Manager to join our team, managing client relationships and overseeing financial operations.

  • Work from home 1 day a week.
  • Working Monday to Friday, 9:00am to 5:00pm.
  • Collaborative and supportive work environment.
  • Work-life balance.
  • Access to ongoing training and development programs.

The Role of the Client Portfolio Manager:

  • Develop and maintain strong client relationships, acting as their primary point of contact and trusted advisor.
  • Provide strategic financial advice and insights to help clients achieve their business goals and enhance financial performance.
  • Oversee the delivery of accounting, tax, and advisory services, ensuring accuracy, timeliness, and regulatory compliance.
  • Lead, mentor, and support a team of accountants and support staff, fostering a collaborative and high-performance culture.
  • Conduct regular client meetings, review financial statements, and present key findings and recommendations.
  • Stay informed on changes in accounting standards, tax laws, and industry trends to provide up-to-date, strategic advice.
  • Ensure all client deliverables meet quality standards and comply with relevant regulations.

Necessary Skills:

  • High level of integrity and professionalism.
  • Minimum of 8 years of experience in Australian public practice accounting, with a focus on client management and advisory services.
  • Strong understanding of Australian accounting principles, tax laws, and financial regulations.
  • Proven ability to manage and develop client relationships.
  • Excellent leadership and team management skills.
  • Experience reviewing and mentoring junior accounting staff.
  • Strong analytical and problem-solving abilities.
  • Exceptional communication and interpersonal skills.
  • Proficiency in accounting software Xero, QuickBooks, BGL and HandiSoft preferred, but not essential.

Please Note: Candidates must reside in Australia and have permanent work rights with no restrictions to apply.



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