Financial Portfolio Manager

2 weeks ago


Melbourne, Victoria, Australia beBeeCareer Full time $120,000 - $140,000
Accounting Expert

Deliver financial excellence across diverse industries.


Key Responsibilities
  • Manage complex financial accounts, tax returns, and compliance work.
  • Identify opportunities for value-add services.
  • Mentor junior accountants.
  • Develop internal training programs.

Qualifications
  • Bachelor's degree in Commerce/Business (Accounting).
  • Completed CA or equivalent.
  • Minimum 4 years' experience in public practice with significant tax and compliance exposure.
  • Advanced technical expertise in GST, BAS, FBT, and State Taxes.
  • Proven leadership ability.
  • Exceptional client relationship management skills.
  • Proficient in Xero, MYOB, QuickBooks, FYI Docs, and Microsoft Office.

What's On Offer
  • Competitive salary + benefits package.
  • Career progression to Manager level and beyond.
  • Ongoing CPD and professional development support.
  • Hybrid work flexibility.
  • Leadership that values work-life balance and career growth.


  • Melbourne, Victoria, Australia Latitude Financial Services Full time

    At Latitude,we make it possible– for our customers, our communities, and our people. We believe in creating opportunities that truly matter, helping you thrive both professionally and personally. That's why we offer benefits that make a real difference in your life.We make it possible…to spend more time with your loved ones– with an extra week of paid...


  • Melbourne, Victoria, Australia Latitude Financial Services Full time

    At Latitude,we make it possible– for our customers, our communities, and our people. We believe in creating opportunities that truly matter, helping you thrive both professionally and personally. That's why we offer benefits that make a real difference in your life.We make it possible…to spend more time with your loved ones– with an extra week of paid...


  • Melbourne, Victoria, Australia beBeeManagement Full time $250,000 - $320,000

    Portfolio Management ProfessionalWe are seeking an experienced professional to manage a portfolio of clients, executing various financial products and services.The ideal candidate will have proven dealing, trading, and account management skills, as well as the ability to collaborate with a sales team to originate new business opportunities.Main...


  • Melbourne, Victoria, Australia beBeeFinance Full time $123,229 - $158,199

    Drive Financial ExcellenceWe are seeking a proactive and collaborative professional to play a pivotal role in providing end-to-end financial support for our enterprise project portfolio.This key member of our team will be responsible for driving financial excellence in large-scale projects and ensuring financial integrity across the university's enterprise...


  • Melbourne, Victoria, Australia beBeeRepossession Full time $90,000 - $120,000

    Collections Officer RoleAs a Collections Officer, you will play a crucial role in managing a portfolio of delinquent contracts and identifying potential financial risks.The successful candidate will be responsible for analyzing complex contract data, developing effective strategies to mitigate financial hardship, administration, and liquidation, and...


  • Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $150,000

    Job OverviewWe are seeking a highly skilled Finance Business Partner to join our team at Epworth HealthCare. In this role, you will provide financial support and business direction to both clinical and non-clinical portfolios.Key ResponsibilitiesPartner with Department Managers to provide comprehensive, efficient, and timely business and financial...


  • Melbourne, Victoria, Australia beBeeFinancial Full time $200,000 - $250,000

    Treasury RoleThe Treasury Manager will play a pivotal role in managing financial liquidity, funding, and risk activities across a dynamic portfolio of assets.Key Responsibilities:Develop cash flow forecasting models for operational needs and property development initiatives.Manage debt facilities including covenant compliance refinancing and negotiation with...


  • Melbourne, Victoria, Australia beBeeAccounting Full time $66,212 - $170,743

    Accounting Specialist RoleWe are seeking a highly skilled and detail-oriented Accounting Specialist to join our team. As an Accounting Specialist, you will play a crucial role in analyzing financial information, maintaining accurate records, and managing investor portfolios.ResponsibilitiesMaintain accurate records of all incoming and outgoing payments,...


  • Melbourne, Victoria, Australia beBeeFinance Full time $75,000 - $99,000

    Role OverviewWe are seeking a skilled Finance Professional to join our team on a permanent full-time or part-time basis.The successful candidate will be responsible for settlement function, working closely with internal stakeholders to ensure timely and accurate recording of village management and development settlements and financial transactions for the...


  • 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...