Independent Client Portfolio Manager

1 week ago


Sydney, New South Wales, Australia beBeeAccounting Full time $100,000 - $130,000

**Senior Accounting Opportunity**

">

We are seeking a highly skilled and experienced Senior Accountant to join our team. As a Senior Accountant, you will have the opportunity to work independently and manage your own client portfolio. This is an ideal role for someone who is looking to take their career to the next level and make a real impact in the accounting industry.

">

The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients. You will also have a proven track record of providing high-quality accounting services and meeting deadlines.

">

Our company offers a competitive salary and benefits package, as well as opportunities for professional development and growth. We are committed to creating a positive and supportive work environment that allows our employees to thrive.

">

Key Responsibilities:

">

• Manage your own client portfolio

">

• Provide client advice and partake in meetings

">

• Prepare tax returns and financial statements for a diverse range of clients in various industries

">

• Deliver tasks such as cash flow forecasting, succession planning, management accounting, and budgeting

">

Skills and Experience:

">

• Studying towards CA / CPA

">

• 3+ years experience as a tax accountant in a public practice accounting firm

">

• Australian permanent residency

">

• Excellent soft skills with the ability to manage client relationships

">

• Works hard and stays persistent

">

• Be able to retain clients

">

• Be able to work autonomously and keep motivated

">

Benefits:

">

• Competitive salary

">

• Opportunities for professional development and growth

">

• Positive and supportive work environment

">

How to Apply:

">

Please contact us at [Contact Information] to discuss this exciting opportunity further.



  • Sydney, New South Wales, Australia beBeeRelationship Full time $80,000 - $115,000

    Client Portfolio ManagerThis is an exciting opportunity to develop your career in a client-facing role at a global organization.As a Client Portfolio Manager, you will be responsible for managing a portfolio of customer accounts, building strong business relationships, and driving sales growth. You will work independently, utilizing Salesforce to track...


  • Sydney, New South Wales, Australia Worldquant Full time

    Join to apply for theIndependent Portfolio Managerrole atWorldQuantJoin to apply for theIndependent Portfolio Managerrole atWorldQuantGet AI-powered advice on this job and more exclusive features.WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive...


  • Sydney, New South Wales, Australia WorldQuant Full time

    Join to apply for the Independent Portfolio Manager role at WorldQuantJoin to apply for the Independent Portfolio Manager role at WorldQuantGet AI-powered advice on this job and more exclusive features.WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality...


  • Sydney, New South Wales, Australia beBeeClient Full time $120,000 - $140,000

    Job Summary:We are seeking an experienced Client Service Officer to join our team.About the RoleManage and nurture a portfolio of approximately 40 clients, ensuring high levels of satisfaction and engagement.Respond to client enquiries related to services, financial products, fees, and conditions.Process a wide range of payments including domestic,...


  • Sydney, New South Wales, Australia beBeeClientEngagement Full time $90,000 - $120,000

    High-Level Client Engagement SpecialistJob Description:Deliver superior client experiences through proactive and timely support, ensuring high-profile clients are well-informed and satisfied.The key objective of this role is to manage a portfolio of esteemed clients, addressing their queries professionally and efficiently, while fostering strong...


  • Sydney, New South Wales, Australia beBeeClient Manager Full time $120,000 - $160,000

    Job DescriptionThis is a client management role within the AOPM business unit, servicing APAC clients.The team you will be joining is a part of Specialized Services and Investment Analytics (SSIA). Our offering is a recognized industry-leading provider of analytics, portfolio valuation, fund administration and risk services on private equity portfolios....


  • Sydney, New South Wales, Australia beBeePropertyRelationship Full time $160,000 - $200,000

    We are seeking an experienced Property Relationship Executive to join our team.This is a key role that involves managing a portfolio of high value property clients with complex banking needs.You will be responsible for understanding the specific needs and aims of our clients and using your relationships to help them realise new opportunities.Your primary...


  • Sydney, New South Wales, Australia beBeeAccountant Full time $120,000 - $140,000

    Client Portfolio ManagerWe are seeking an experienced Client Portfolio Manager to join our dynamic and modern accounting firm in Sydney.This is an exciting opportunity for a motivated individual with a positive attitude, professional demeanour and excellent customer service skills to manage a portfolio of clients from SMEs to large multi-entity clients.The...


  • Sydney, New South Wales, Australia beBeeClient Full time $80,000 - $120,000

    Job Title: Client Portfolio Manager">We are seeking an experienced professional to manage a portfolio of clients with the support of a broker assistant. The ideal candidate will be responsible for building strong relationships with clients, identifying growth opportunities, and contributing to new business activities.">Main Responsibilities:">">Liaise with...


  • Sydney, New South Wales, Australia beBeeDevelopment Full time $150,000 - $200,000

    **Job Title:** Client Portfolio ManagerAs a seasoned professional, you will play a key role in managing and maintaining a senior portfolio of key Institutional Corporate clients. You will partner with and manage a diverse portfolio of corporate clients operating across various industries, driving revenue growth through cross sell and maximising deposits...