Full-Time
Client Advisor
Cutcher & Neale
51-200 employees
Australian accounting and financial services firm
No salary listed
Brisbane QLD, Australia + 2 more
More locations: Sydney NSW, Australia | Newcastle NSW, Australia
In Person
 Accounting (2) |
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- 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.
- 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.
- None
Cutcher & Neale is a large Australian accounting and financial services firm established in 1953. It offers a full range of services for individuals and businesses across accounting, taxation, auditing, advisory, risk management, wealth planning, and related areas, delivered by nine specialist division partners. Clients access solutions through a team that combines traditional personal service with informed technical expertise to tailor guidance to their financial needs. The firm differentiates itself by combining integrity and personal service with scale and a multi-discipline platform to provide integrated financial support under one roof, aiming to help clients manage, protect, and grow their wealth and business.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Newcastle-Maitland, Australia
Founded
1953
Simplify's Take
What believers are saying
- Combined $46 million revenue target with 10% annual growth through 2034 post-merger.
- BBB Partners acquisition expands Victoria footprint and medical professional client base significantly.
- Top 30 ranking by 2025 enhances competitive positioning and attracts institutional clients.
What critics are saying
- Merger integration failures risk 50-70% client attrition among medical and HNW segments.
- Big Four firms undercut pricing in Sydney and Brisbane, poaching mid-tier clients.
- AI automation from Xero and RSM displaces traditional tax services, halving low-end revenue.
What makes Cutcher & Neale unique
- Specialized medical and high-net-worth client expertise through BBB Partners merger integration.
- Established 70-year heritage with nine specialist divisions across accounting, tax, wealth management.
- National presence across four major cities post-merger targeting top 30 Australian firms.
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Benefits
Flexible Work Hours
Professional Development Budget
Company News
Fast-growing accounting and advisory firm Cutcher & Neale will grow its national footprint into Victoria after reaching a deal to merge with South Melbourne-based BBB Partners, a multi-disciplinary firm known for its strong reputation among medical professionals and high net worth (HNW) clients.