• Genuine Partner succession opportunity with clear pathway to equity and ownership
• Established client portfolio with immediate fee base and strong advisory upside
• Join a highly respected, long-standing firm with an excellent reputation and stable client base
• Southern Sydney location (St George region)

A rare and highly attractive opportunity is now available for an experienced Business Services & Tax Partner (or aspiring Partner) to join a long-established, highly regarded Chartered Accounting firm.

The Firm

This boutique Sydney-based Chartered Accounting practice has been operating for over 80 years and has built a strong reputation for delivering high-quality advisory, taxation, audit, and superannuation services. The firm services a loyal and diverse client base across SMEs, family groups, and specialist industries. With a long history of partner-led service and deep client relationships, the practice offers stability, consistent revenue streams, and a collaborative, professional culture.

The Opportunity

This is a genuine succession role created due to the planned retirement of a long-standing Partner. The successful candidate will step into an established portfolio and play a key leadership role in the next phase of the firm's growth.

• Transition of a well-established client portfolio
• Clear pathway to equity/ownership
• Strong internal referral networks and long-standing client relationships
• Opportunity to expand advisory services across an existing client base

Your Role

• Assume ownership of a substantial client portfolio, acting as the primary relationship lead and trusted adviser
• Provide strategic tax planning, structuring, and high-level business advisory services to SME and family group clients
• Lead complex client engagements, including group structuring, succession planning, and transaction support
• Drive revenue growth through cross-selling, value-add advisory, and identifying new opportunities within the existing client base
• Play a key role in business development, including networking, referral management, and winning new clients
• Contribute to the firm's strategic direction, including service line growth, operational improvement, and long-term planning
• Mentor, develop, and lead a team of accountants, fostering a high-performance and collaborative culture
• Oversee workflow management, resource allocation, and ensure delivery of high-quality, timely client outcomes
• Maintain strong governance, risk management, and compliance standards across engagements
• Collaborate closely with fellow Partners on firm-wide initiatives, profitability, and succession planning
• Take an active role in shaping the future of the firm, including equity participation and leadership responsibilities

About You

• CA/CPA qualified
• Proven experience in Business Services & Tax within a public practice environment
• Existing client base (highly regarded but not essential)
• Strong commercial acumen and advisory capability
• Leadership experience or readiness to step into a Partner role
• Interest in succession and long-term equity participation

Why This Role?

• True succession opportunity (not just a title)
• Immediate impact with an existing fee base
• Supportive and experienced leadership team
• Opportunity to shape the future direction of the firm
• Flexible structure for the right individual (Partner or Director level entry)
• OTE $500K +

Apply Now

If you are seeking a genuine pathway to Partnership with an established client base and long-term growth potential, we encourage you to apply.

For a confidential discussion, please contact Steve Merritt on 0404 426 749 directly or submit your resume. All enquiries will be handled with the strictest confidence.