Business Portfolio Manager

2 days ago

Adelaide, South Australia beBeeBusiness Full time $108,109 - $116,864

As a seasoned manager, you will have the opportunity to work with diverse and complex portfolios, providing expert support to small to medium-sized enterprises (SMEs) across all aspects of accounting.

You will oversee a client portfolio, guiding accountants and graduates to deliver exceptional accounting and advisory services. As a senior team member, you will collaborate closely with partners in business advisory and our workflow manager to ensure seamless project distribution across the team.

  • Review intricate special purpose reports, annual financial statements, tax returns and reconciliations for companies, partnerships, trusts and various individual businesses
  • Prepare cash flows and monthly management reports for clients
  • Offer strategic business advice for clients and engage with commercial advisory projects alongside experienced partners
  • Work collaboratively with adviser support managers and partners to ensure accurate and timely completion of work
  • Mentor and coach junior team members

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