• Are you seeking a Fast-Track to Equity Partnership?
• Are you seeking a Pay-Rise? Earn up to $250K Package and more
• Are you seeking a Flexible Work Environment?

Our client, a leading firm known for its commitment to integrity, efficiency, and innovation, is seeking an experienced Associate Director to join their team. This firm prides itself on fostering a work environment rooted in open communication, continuous education, and the strategic use of technology. With a strong reputation for excellence, our client offers a professional environment where loyalty, trust, and collaboration are paramount.

OPPORTUNITY

They are seeking a highly skilled Senior Manager or Associate Director to manage a diverse portfolio of clients, particularly focusing on HNW family groups, small to medium sized enterprises and self-managed super funds. This role offers a fast-track pathway to an Equity Partner position, presenting a significant career advancement opportunity for the right candidate.

Key Responsibilities

• Client Relationship Management: Act as the primary point of contact for a diverse client portfolio, offering expert advice and developing strong relationships with new and existing clients.
• Strategic Advisory: Providing tailored advice on complex accounting issues, financial analysis, tax legislation, and broader client strategies.
• Team Leadership: Lead and motivate your team, fostering a positive, collaborative, and high-performing work environment.
• Business Development: Identify and create growth opportunities within your client base and spot new business possibilities and cross-referrals.
• Tax Compliance: Oversee the preparation of financial statements, tax returns, and other compliance documents, guiding and supervising junior staff.
• Workflow Management: Prioritise and manage workflows effectively, ensuring clients are informed of timelines and that deliverables are met as promised.
• Process Improvement: Participate in projects that enhance team efficiency and business strategies, helping to refine systems and processes.
• Collaborative Solutions: Work closely with clients and other professional advisors (legal, finance, insurance, and investment) to develop custom solutions that meet client needs.

EXPERIENCE & QUALIFICATIONS

To be successful in this role, you should have:

• CA / CPA qualification.
• At least 10 years of experience in public practice, with a focus on business services, tax, and SMSF.
• Strong technical expertise in accounting principles, taxation, and financial reporting.
• Proven experience in managing and leading a team, fostering a positive and collaborative work environment.
• Exceptional communication and interpersonal skills, with a talent for building and maintaining client relationships.
• Proficiency in accounting software
• The ability to present complex financial information in a clear and concise manner

WHAT'S ON OFFER

• Career Advancement: An opportunity to fast-track your career toward an Equity Partnership role.
• Competitive Compensation: A salary package of up to $250K, commensurate with experience.
• Professional Development: Opportunities for continuous learning, training, and career progression.
• Flexible Work Arrangements: A work-life balance with flexible working conditions.
• Supportive Environment: A collaborative and dynamic work environment with a steady flow of new clients from various divisions within the firm.

HOW TO APPLY

If you are ready to take the next step in your career and align with a firm that values integrity, excellence and growth, we encourage you to apply.

Click to apply or contact Steve Merritt on 0404 426 749 for a confidential discussion.