
Financial Portfolio Manager
2 weeks ago
This role is responsible for managing a portfolio with a strong focus on tax and business services. The key contact for clients will be supported by a team of accountants, a strong offshore team for compliance, and client service coordinators for administrative tasks.
- Manage client relationships across tax and business services
- Review compliance work prepared by offshore staff
- Mentor and support junior team members
- Oversee workflow and key deadlines
- Provide strategic tax and business advice to help clients grow their businesses
We offer a collaborative environment, strong systems, and a modern approach to accounting. With a mix of onshore and offshore support, our team is structured to let you focus on value-added work and client relationships.
Requirements and Qualifications- CA or CPA qualified
- Australian public practice accounting experience
- Professional, confident, and driven personality
- A team player who thrives in a flexible and collaborative environment
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