Senior Portfolio Manager

3 days ago


Adelaide, South Australia beBeeManager Full time $120,000 - $160,000
Job Description

We are seeking a highly experienced and skilled professional to manage our portfolio of clients.

As a senior leader, you will be responsible for overseeing the workflow, budgeting, and lodgement deadlines. You will also lead, mentor, and coach a capable team to deliver exceptional service and leadership.

You will work closely with a Senior Manager and the Partners to achieve strategic, value-add projects that go beyond compliance. This includes mapping out client strategies, conducting business valuations, asset protection, estate planning, process improvement, and building strong relationships with clients and industry peers.



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