Business Services & Tax Partner
Dee Why (Northern Beaches), Sydney
A well-established and highly regarded Northern Beaches professional services firm is seeking an experienced Business Services & Tax Partner to step into a planned succession opportunity. With a long-standing client base and a strong local presence, this role offers a rare chance to take over from a retiring Partner and transition into an equity Partner position.
This is a genuine leadership opportunity for a commercially-minded practitioner who enjoys building trusted client relationships, mentoring teams, and shaping the next stage of a modern accounting and advisory firm.
The Opportunity
You will take on a substantial and loyal portfolio across SMEs, professional clients, family groups and high-net-worth individuals. Working alongside a collaborative leadership team and broader advisory specialists, you will deliver high-quality tax and business advice while helping drive continued growth.
A client following is welcomed, but not essential. The firm is focused on finding the right long-term fit and will support the successful candidate to grow their portfolio over time.
Key Responsibilities
- Assume ownership of an established Partner-level client portfolio, ensuring a smooth transition from the retiring Partner and maintaining strong relationship continuity.
- Provide business services and taxation advisory including structuring, tax planning, strategic growth advice, profitability improvement, cash-flow and succession planning.
- Oversee tax compliance and technical quality across a diverse entity mix (companies, trusts, partnerships, SMSFs and individuals).
- Lead client engagements end-to-end: onboarding, discovery, advisory, delivery, and ongoing relationship management.
- Review and sign-off complex work, ensuring best-practice risk management and compliance standards.
- Mentor, develop and inspire a high-performing onshore and offshore team, including coaching managers and senior accountants.
- Stay ahead of legislative, regulatory and technical change, proactively translating impacts for clients and staff.
- Contribute to leadership decision-making, client service innovation, and firm-wide strategy.
- Collaborate with adjacent advisory disciplines to deliver integrated, holistic client solutions.
About You
- Proven experience in a senior business services & tax leadership role (Director / Partner / Associate Partner level).
- Strong technical knowledge across Australian taxation and business advisory.
- Track record of building and maintaining trusted, long-term client relationships.
- Commercial, future-focused mindset with a practical approach to advice.
- Confident people leader who enjoys coaching and developing others.
- CA/CPA qualified (or equivalent), with appropriate professional registration.
- Any existing client following is advantageous, but not required.
Why This Role
- Succession opportunity into a respected Dee Why-based practice.
- Immediate impact through taking over a retiring Partner's portfolio.
- Clear pathway to equity Partnership with support and transition planning.
- Loyal, high-quality client base and strong referral networks.
- Collaborative leadership team and a stable, values-driven culture.
- Northern Beaches lifestyle and a firm that values sustainable performance.
How to Apply
Click to apply or for a confidential discussion, please contact Steve Merritt on 0404 426 749.
Applications will be handled in strict confidence.
