Financial Portfolio Manager
4 weeks ago
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
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.
RequirementsTo 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
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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