Financial Portfolio Manager

4 weeks ago


Southport, Australia CDMGURU Full time
Job Description

We are seeking a highly skilled Senior Accountant to join our boutique accounting firm based in the northern part of the Gold Coast. As a Financial Portfolio Manager, you will be responsible for managing a diverse portfolio of clients across various sectors, including transport, pharmacy, and construction.

Your key responsibilities will include:

  • Managing client portfolios and delivering high-quality financial services
  • Leading and supporting a small team to meet deadlines and maintain quality
  • Building and maintaining strong client relationships and offering strategic advice
  • Delivering high-level financial projects for business growth and planning
  • Providing virtual CFO services, risk management, and succession planning
  • Using advanced technology for real-time financial insights
About Us

Our firm is a leading provider of tax compliance, virtual CFO roles, advisory, bookkeeping, and strategic planning services to businesses on the Gold Coast. We pride ourselves on our close-knit, collaborative culture where team members manage their own client portfolios and work closely with our well-respected founder.

We offer a competitive salary package, including a base salary of $120,000 per annum, plus superannuation and other benefits. In addition, we provide opportunities for career growth and development, as well as a prime location and work-life balance.

Requirements

To be successful in this role, you will need:

  • At least 5+ years' Australian public practice experience
  • A relevant degree and completed CPA/CA qualifications
  • Strong team player with a proactive attitude and eagerness to learn
  • Experience in managing offshore teams and resolving client business/tax challenges
  • Skilled in financial statement preparation, budgeting, and financial analysis
What We Offer

We offer a range of benefits, including:

  • A competitive salary package
  • Opportunities for career growth and development
  • A prime location and work-life balance
  • A supportive team environment


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