As a Client Advisor, you will manage client portfolios, lead meetings, review work, provide mentorship, and contribute to business success in a professional accounting firm.
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 opportunityWe’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.
- 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.
Cutcher & Neale Accounting and Financial Services North Sydney, New South Wales, AUS Office
100 Pacific Hwy, Suite 1.03, Level 1, North Sydney, New South Wales, Australia, 2060
Similar Jobs
Information Technology
The Lead AI Client Advisor supports customer engagement through product adoption, value realization, and relationship building, ensuring satisfaction and retention.
Top Skills:
AISoftware Technology Products
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Work on Atlassian production systems to improve reliability, automation, monitoring, and troubleshooting. Collaborate with product and platform teams, handle incidents, and build tooling across services using cloud and SRE practices.
Top Skills:
Go,Java,Ruby,Python,Apache,Nginx,Bash,Linux,Aws,Virtualization,Nagios,Puppet,Atlassian Products
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Support and administer workplace technology, troubleshoot MacOS and Windows devices, advocate for collaboration solutions, collaborate with engineering and support teams, and deliver excellent end-user customer service during a 12-week onsite internship in Sydney.
Top Skills:
macOSWindows
What you need to know about the Sydney Tech Scene
From opera to comedy shows, the Sydney Opera House hosts more than 1,600 performances a year, yet its entertainment sector isn't the only one taking center stage. The city's tech sector has earned a reputation as one of the fastest-growing in the region. More specifically, its IT sector stands out as the country's third-largest, growing at twice the rate of overall employment in the past decade as businesses continue to digitize their operations to stay competitive.
