SME Portfolio Manager

1 day ago

Mabalacat, Central Luzon, Philippines beBeePortfolioAccountant Full time ₱240,000 - ₱420,000
Job Description

We are seeking a Portfolio Accountant Leader to oversee the delivery of accounting and tax services to SME clients in Australia.

This role will lead a team of junior and senior accountants, aiming for high client satisfaction.

Through proprietary software and AI, our company makes back-office easy for micro SMEs.

We enable entrepreneurs to focus on growing their business and serving customers.

Our company operates in Corporate Secretary, Accounting & Bookkeeping, and FinTech payments, with offices worldwide.

We have raised financing and are recognized for growth as a leading tech-enabled service provider.


Responsibilities
  • Provide accounting and tax services to a portfolio of Australian startup and SME clients
  • Liaise with authorities on behalf of clients
  • Prepare and submit BAS returns
  • Prepare and submit tax returns
  • Supervise and control remote bookkeeping clients
  • Advise and engage with clients on various accounting and taxation matters
  • Hire, train, nurture and grow a team of accountants

Qualifications/Requirements
  • Minimum 5 years experience managing a team of accountants servicing Australian clients
  • Experience in team management – hiring, training and nurturing a team of ambitious accountants
  • Experience managing a portfolio of SME clients with scope ranging from bookkeeping to taxation services
  • Excellent command of client communication and delivery organization

Behavioural Fit
  • Ownership: Reliability and accountability; ability to see tasks through to completion and proactively address challenges.
  • Humility: Open to feedback and collaboration; fosters a positive work environment.
  • Structured Thinking: Ability to balance complex, multi-country services and make pragmatic decisions.
  • Data driven: Use data to support strategies and measure outcomes.
  • Tech + services savvy: Comfort with software-enabled processes and scaling via technology.
  • Problem Solving: Ability to diagnose and resolve issues quickly and learn from incidents.

Interview Process
  • Screening Interview: 30-minute chat with Talent Acquisition Lead
  • Case study: 60-minute session with Hiring Manager
  • Career deep dive: 60-minute discussion with Hiring Manager
  • Behavioural fit assessment: 60-minute chat with HR or leadership
  • Offer and reference interviews: non-binding offer followed by references

Background Checks

We may perform background checks as we are a regulated entity. Checks may include verification of education, criminal history, political exposure, and banking history. Consent will be obtained, and adverse findings may affect probation.


Benefits
  • Flexible working arrangements: work from home 5 days/week; ability to start early or late as needed
  • Fully remote work from anywhere in the world for 1 month each year
  • Competitive salaries, generous paid time off, and potential participation in an employee share ownership plan
  • Career growth: autonomy, responsibility, and access to innovative initiatives

Our company is a certified leader committed to an inclusive, equitable and regenerative economy. We aim for carbon neutrality by 2030.

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