Jobs at Cutcher & Neale Accounting and Financial Services

Provides front-of-house reception and client service while supporting office operations and SMSF administration. Responsibilities include managing calls and emails, coordinating meeting rooms, maintaining shared spaces, preparing and processing documentation, uploading records, distributing client correspondence, and supporting process improvements. The role requires strong organisation, communication, attention to detail, and confidence using Microsoft Office and multiple systems.

Supports Risk Advisors by researching and analysing insurance strategies, preparing quotes and advice documents, and assisting with applications, underwriting, policy administration, client reviews, and ongoing service. The role involves liaising with clients, insurers, super funds, and internal stakeholders, maintaining accurate records, and contributing to process improvements. Existing paraplanning experience is preferred, but trainees motivated to develop a career in risk insurance may be considered.

Provide product support for business systems: troubleshoot issues, respond to customer enquiries, escalate complex problems, maintain records, deliver training, share feedback with product teams, and help improve customer outcomes.

Cutcher & Neale is seeking talented professionals for various roles in accounting, financial planning, client services, and internal operations. They value proactive and collaborative individuals who are eager to learn and make an impact in the community.

As an Accountant, you will prepare tax returns, financial statements, handle compliance frameworks, and communicate with clients while working collaboratively with a team.

An Accountant for the Superannuation team responsible for delivering tailored superannuation services and advice, requiring strong SMSF accounting experience and CA qualifications.

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.

Join Cutcher & Neale as a Trainee Accountant, supporting the Taxation and Superannuation teams, with professional development opportunities and flexible work arrangements.

Provide general administrative support to a team: schedule meetings, maintain client records, liaise with the ATO, prepare client documents, answer calls, and ensure deadlines are met through coordination and communication.

Manage a client portfolio, lead or participate in client meetings, review and sign off on client work, draft financial/tax/investment advice for Partner review, mentor team members, ensure Division 7A compliance, research technical matters, and drive improvements and firm initiatives.