SME Portfolio Leader

2 days ago

Sunshine Coast Regional District, Australia beBeeCareer Full time $80,000 - $110,000
Job Title: Financial Services Manager

A high-achieving professional is required to lead a portfolio of small-to-medium enterprise clients while contributing to team leadership and firm strategy. This individual will work closely with the Director, overseeing both onshore and offshore workflow.

About the Role:
  • Manage SME clients with turnovers from $1M to $50M
  • Review work completed by the offshore team
  • Support and guide the local team
  • Maintain strong, long-term client relationships
  • Oversee workflow and deliver high-quality outcomes
  • Collaborate with the Director on strategic planning and growth

Required Skills and Qualifications:
  • CA or CPA qualified
  • Proven ability to lead teams within public practice
  • Experienced in managing complex client portfolios
  • Confident in mentoring, reviewing, and developing staff
  • Strategic thinker with strong communication and leadership skills

Benefits:
  • No timesheets
  • Office less than 200m from the beach
  • On-site and street parking available
  • Work from home 1 day a week
  • Flexible working hours can be negotiated
  • CA/CPA support including study leave, post-completion reimbursement, mentoring, and annual membership fees
  • Regular social events including golf days and private yacht outings
  • Learn directly from a Director with Big 4 experience
  • $3,000 annual training budget per employee – includes technical and leadership development
  • Clear pathway to partnership

Others:
This boutique firm services a loyal base of SMEs and high-net-worth individuals across a range of industries. People enjoy working in this team because they value flexibility, professional growth, and a down-to-earth, modern workplace culture. To apply, click apply and attach your resume.

  • Portfolio Leader

    2 weeks ago

    Sunshine Coast Regional District, Australia beBeeProperty Full time $75,000 - $80,000

    Portfolio LeaderDevelop your leadership skills as a Portfolio Leader, overseeing small portfolios of properties. You will drive success through effective maintenance management, timely rent reviews and strategic lease renewals.As a Portfolio Leader, you will be responsible for managing the operational aspects of multiple properties. Your duties will include...

  • Sales Portfolio Manager

    7 days ago

    Sunshine Coast Regional District, Australia beBeeBroker Full time $98,000 - $142,000

    Job DescriptionWe are seeking a seasoned professional to join our Corporate and Commercial Team in Marsh Townsville, QLD. This hybrid role requires working at least three days a week in the office.This position is ideal for an experienced insurance broker with 1-2 years' experience managing a portfolio of SME business. It offers exposure to diverse risks,...

  • Property Portfolio Leader

    7 days ago

    Sunshine Coast Regional District, Australia beBeeExpert Full time $120,000 - $150,000

    Job SummaryWe are seeking a seasoned property expert to oversee daily portfolio activities and build strong client relationships.This is an exciting opportunity for a motivated professional who is passionate about delivering exceptional results in the real estate sector.As a Senior Property Manager, you will be responsible for managing a diverse range of...

  • Leadership Role in Public Practice Accounting

    2 weeks ago

    Sunshine Coast Regional District, Australia beBeeLeadership Full time $90,000 - $120,000

    Key Leadership RoleOur company is seeking a motivated and experienced Assistant Manager to step into a key leadership role. As an integral part of our team, you will work closely with directors and lead a portfolio of SME clients.As a seasoned professional in public practice accounting, you will review financial statements, income tax returns, BAS, and...

  • Senior Financial Professional

    2 weeks ago

    Sunshine Coast Regional District, Australia beBeeAccounting Full time $90,000 - $120,000

    Job Title: Senior Financial ProfessionalThis is a senior accounting position for a reputable firm on the Sunshine Coast. The role is hybrid, with 80% compliance and 20% advisory work.Key Responsibilities:Maintain a portfolio of SMSF and SME business clients.Provide full-service accounting support, including financial statements, tax returns, and tax...

  • Financial Professional

    2 weeks ago

    Sunshine Coast Regional District, Australia beBeeTax Full time $100,000 - $135,000

    AccountantWe are seeking an experienced Accountant to take on a challenging role.About the Role:Manage client relationships across a diverse SME portfolioReview and finalise compliance work prepared by the offshore teamMentor and support junior staffLead client meetings and provide strategic tax adviceIdentify opportunities to add value through advisory...

  • Assistant Manager

    2 weeks ago

    Sunshine Coast Regional District, Australia HTA Full time

    Assistant ManagerMaroochydore, QLD | Full-time | Career Progression | Lifestyle and FlexibilityAbout UsAt HTA, we're a people-first accounting and advisory firm with a strong reputation for building lasting client relationships and a positive, supportive team culture. We're growing our presence on the Sunshine Coast and are looking for a motivated and...

  • Sunshine Coast Accounting Professional

    7 days ago

    Sunshine Coast Regional District, Australia beBeeAccountancy Part time $90,000 - $120,000

    Senior Accountant PositionThis is a unique opportunity to work in a flat structure for an accounting firm on the Sunshine Coast.Key Responsibilities:Manage client portfolios and oversee the entire financial process from initial contact to financial statements, tax returns, and advisory services.Mix of SMSF and SME business clients (training provided in SMSF...

  • Account Executive

    5 days ago

    Sunshine Coast Regional District, Australia Marsh Full time

    We are seeking a talented individual to join our Corporate and Commercial Team at Marsh Townsville, QLD. This is a hybrid role that has a requirement of working at least three days a week in the office.This role will suit an experienced insurance broker with 1-2 years' experience managing an SME portfolio of business. This role will provide exposure to a...

  • Accountant

    1 week ago

    Sunshine Coast Regional District, Australia Future Fluent Full time

    About the JobJoin a friendly, boutique accounting practice in the heart of Maroochydore. We're seeking an experienced Tax Accountant who enjoys variety, values relationships, and thrives in a collaborative environment.About the RoleYou'll work with a diverse portfolio of SME clients, preparing and reviewing financial statements, income tax returns, and BAS,...