About The Role
We are partnering with a well-established and leading accounting firm seeking Client Advisors to join their team in Newcastle. This is an exciting opportunity for professionals looking to take the next step in their career, offering the chance to manage diverse client portfolios, lead key meetings, and mentor junior staff. As a Client Advisor, you will play a vital role in driving business growth, ensuring technical excellence, and contributing to the long-term success of the firm.
Our client values leadership, collaboration, and innovation, providing a supportive environment where you can thrive and develop your career.
Key Responsibilities
- Manage client portfolios, oversee relationships, and ensure WIP efficiency
- Lead client meetings and provide expert financial, taxation, and investment advice
- Review and sign off on client work, ensuring accuracy and compliance
- Mentor and guide team members, fostering a culture of growth
- Drive innovation, process improvements, and firm-wide initiatives
- Experience in an accounting firm with a client-facing focus
- CA or CPA qualification (or working towards)
- Strong leadership, mentorship, and time management skills
- A proactive, client-focused mindset with excellent communication
- Work in a collaborative, professional, and growth-driven environment
- Join a firm committed to innovation and continuous improvement
- Access mentoring and leadership opportunities to advance your career
