Client Advisor

1 week ago

Newcastle West NSW, Australia Cutcher & Neale Full time $120,000 - $180,000 per year
About Cutcher & Neale

At Cutcher & Neale we are True Professionals who believe in being Stronger Together by empowering our people to be their best and do their best work. We do this by providing a supportive team environment, ongoing professional and personal development opportunities, and a genuine balance between work and life commitments.

Visit our Careers page to see what our team have to say about working at Cutcher & Neale.

Your new opportunity

We're looking for an experienced Client Advisor to join our team If you have 6+ years' experience in a professional accounting firm and enjoy working closely with clients, mentoring others, and driving business success, this role is for you.

What you'll do
  • Manage a client portfolio, including relationships, task turnaround, and WIP management.
  • Participate in or independently lead client meetings.
  • Perform analytical reviews of your own and the team's work to identify client opportunities and risks.
  • Review and sign off on client work with confidence.
  • Draft advice on financial, taxation, and investment matters for Partner review.
  • Provide technical guidance, training, and mentorship to team members.
  • Provide strategies for Division 7A compliance with a strong technical understanding.
  • Research technical matters and compile insights to support decision-making.
  • Drive innovation and improvement within the team.
  • Contribute to workplace groups and firm-wide initiatives.
What you'll bring
  • 6+ years of experience in an accounting firm.
  • Chartered Accountant (CA) or CPA qualification.
  • A passion for leadership, collaboration, and mentoring.
  • Strong time management skills with the ability to meet deadlines.
  • A proactive approach to client service and business growth.

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