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Senior financial advisor

Sunshine Coast
beBeeAccountant
Financial Advisor
Posted: 28 August
Offer description

Job Title

We are seeking an experienced Accountant Manager to lead a portfolio of SME clients and contribute to team leadership and firm strategy. The ideal candidate will have proven ability to manage complex client portfolios, mentor and develop staff, and oversee workflow to deliver high-quality outcomes.


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Key Responsibilities

* Manage SME clients with turnovers from $1M to $50M
* Review work completed by the offshore team
* Support and guide the local team
* Maintain strong, long-term client relationships
* Oversight of workflow and delivery of high-quality outcomes
* Collaboration with the Director on strategic planning and growth

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Requirements

* CA or CPA qualified
* Proven ability to lead teams within public practice
* Experienced in managing complex client portfolios
* Confident in mentoring, reviewing, and developing staff
* Strategic thinker with strong communication and leadership skills

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Benefits

We offer a range of benefits including:

* No timesheets
* Office location near the beach
* On-site and street parking available
* Flexible working hours can be negotiated
* CA/CPA support including study leave, post-completion reimbursement, mentoring, and annual membership fees
* Regular social events
* $3,000 annual training budget per employee – includes technical and leadership development
* Clear pathway to partnership

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About Us

We are a locally owned and operated firm servicing a loyal base of SMEs and high-net-worth individuals across a range of industries. Our modern workplace culture values flexibility, professional growth, and teamwork.

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