About Cutcher & Neale
In July 2025, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of Australia's leading financial services businesses. While this role is based in the BBB Partners Melbourne office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Newcastle.
At Cutcher & Neale and BBB Partners 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.
We’re looking for an experienced Client Advisor to join our team! If you have 5+ years’ experience in a professional accounting firm and enjoy working closely with clients, mentoring others, and driving business success, this role is for you.
- 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.
- 5+ 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.
Ready to join us? Click Apply now, upload your resume and answer a few quick questions to help us get to know you.
Skills Required
- 6+ years' experience in a professional accounting firm
- 5+ years of experience in an accounting firm
- Chartered Accountant (CA) or CPA qualification
- Experience managing client portfolios, WIP management and client relationship management
- Ability to draft financial, taxation, and investment advice for Partner review
- Strong time management skills with the ability to meet deadlines
- Passion for leadership, collaboration and mentoring; experience providing technical guidance and training
- Technical understanding of Division 7A compliance and ability to provide strategies
- Proactive approach to client service and business growth
What We Do
Experience and Innovation Cutcher & Neale was established in 1953. Today we're one of the Top 40 (by revenue) accounting and financial services firms in Australia. Our success is grounded in the traditional values of absolute integrity, personal service and professionalism coupled with innovative thinking. Between our nine specialist division partners and staff, we deliver a complete suite of services covering almost every aspect of your personal or business financial life.
