Executive Portfolio Manager

3 days ago


Brisbane, Queensland, Australia beBeeLeadership Full time $120,000 - $140,000
Leadership Opportunity

We are seeking a seasoned professional to assume a key leadership role, overseeing a diverse portfolio and team of 4.

  • Manage client relationships and lead meetings
  • Review complex tax and business advisory work
  • Mentor and support Intermediate and Junior staff
  • Liaise with offshore support for prep and bookkeeping
  • Analyse complex financial data to deliver practical client solutions
Requirements
  • Chartered Accountant or Certified Practising Accountant qualified
  • Public practice experience with client management
  • Confident reviewing complex work
  • Skilled in tax compliance and business advisory
  • Values humility, leadership and continuous growth
About Us

This firm has seen consistent year-on-year growth and is expanding its leadership structure. We specialise in tax and advisory services for privately held businesses and groups. Our team is collaborative and focused on genuine long-term development.



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