Expert Portfolio Manager

10 hours ago


Brisbane, Queensland, Australia beBeeInvestment Full time $100,000 - $130,000

We are seeking an accomplished Portfolio Manager to oversee a collection of high-value clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments.

About the Role

As a Portfolio Manager, you will work closely with Partners to review complex projects, mentor junior staff, and provide strategic advice to help clients expand and protect their wealth. You will be responsible for:

  • 60% SMSF compliance + 40% Trusts/Companies/Individuals
  • Direct client contact with sophisticated, high-net-worth groups
  • Leadership role with clear career progression opportunities
What We're Looking For

You will thrive in this role if you have:

  • Strong SMSF expertise and property investment experience (ideally with personal investment exposure)
  • Skilled in Trusts and advanced tax strategies
  • CA or CPA qualified with at least 3 years' public practice experience
  • Leadership and mentoring ability
Firm Benefits

This is not just another accounting role. Our firm offers a remote working model, performance-based promotions, and structured development opportunities.

  • Work with sophisticated, high-value clients
  • Fully remote working environment
  • Performance-based promotions


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