Portfolio Manager

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INDUSTRY LEADING company in public practice accounting! Autonomous role, manage your own portfolio, progressive company, outstanding reputation!

Summary about this job

Taxation

Company: Bentley Recruitment

Location: Brisbane

Work type: Full Time

Salary: $80,000 - $90,000 including super

Phone: +61-8-5888-6614

Fax: +61-3-2100-8727

E-mail: n\a

Site:

Detail information about job Portfolio Manager. Terms and conditions vacancy

  • Highly progressive and modern firm 
  • Opportunity to manage a diverse client portfolio 
  • Multidisciplinary firm offering tax accounting, business advisory, superannuation, legal, valuations, asset protection, estate planning and business broking 
  • Industry leading firm with regularly staff functions and seminars attracting 300 - 500 attendees per session! 
  
WHAT'S THE OPPORTUNITY? 
This is an exciting opportunity to work with a dynamic firm based in the CBD Fringe. This firm boasts impressive retention rates with their staff being their most valued and important asset. The work is very interesting and extremely diverse and you will benefit from excellent mentorship from Partners that take a hands-on approach and want to see you succeed.


WHAT WILL YOU BE DOING?
  • Manage a portfolio of clients from SMEs to large $100 million multi-entities
  • Provide strategies to clients in relation to budgeting & cash flow planning, tax structuring, tax planning, business structuring etc. 
  • Support the Partners and assist with the strategic direction of the firm
  • Maintain an ongoing awareness of market/industry and competitor trends and grow your portfolio through continuous improvement initiatives
  • Assist with business development activities including drafting proposals and conducting client meetings

WHAT ARE WE LOOKING FOR? 
  • Senior/Manager level accountant keen to manage their own portfolio 
  • Solid communication skills with the ability to liaise directly with clients and C-level contacts 
  • You will be a motivated individual with a positive attitude, professional demeanor and excellent customer service skills 


This is an outstanding opportunity to work in a really positive environment where your skills will be nurtured and your career taken to the next level.



HOW TO APPLY? 
If you are interested in this opportunity click APPLY.

For a confidential discussion contact Richard Erikson on 07 3229 8020 or [email protected] 


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