- Longstanding firm with exceptional staff tenure
- High-quality private client base
- Focus on review, advisory and leadership
About the Firm
Our client is one of Sydney's longest-established chartered accounting, taxation and wealth advisory practices. The firm is recognised for its integrity-led ethos, client-first approach and commitment to long-term relationships, both with clients and its people.
Staff tenure is a defining feature of the firm, with multiple employees having remained for decades and many others for 5-10+ years. The culture is stable, loyal and collaborative, supported by regular social events, ongoing professional development and a genuine focus on internal relationships.
The firm provides services across accounting, tax, SMSFs, financial planning and audit, with the majority of work centred on complex business services and private client advisory.
The Opportunity
This is a senior leadership opportunity for an experienced Business Services & Tax Director to play a pivotal role within the practice.
Working closely with the partner group, you will take responsibility for technical review, client advisory and people leadership, while supporting workflow management across a shared-team model.
The role suits someone who enjoys working across a diverse and high-calibre client base, mentoring teams, and contributing to a stable yet ambitious firm with a long-term outlook.
Key Responsibilities
- Act as a trusted adviser to a portfolio of large private companies, high-net-worth individuals and complex private groups, including several clients within the ATO Top 500 and Top 5,000
- Lead and review business services engagements across various industries such as law firms, construction, entertainment and senior executives
- Review complex financial statements, income tax returns and structuring matters for high-quality private clients
- Support partners by managing workflow, resourcing and delivery across a shared-team model
- Provide technical leadership across tax compliance, advisory and private group structuring
- Maintain and deepen long-term client relationships built on trust, integrity and continuity
- Lead, mentor and develop managers and senior accountants, fostering capability and succession
- Contribute to internal training, technical development and process improvement initiatives
About You
- Extensive experience in business services at Senior Manager or Associate Director level
- CA or CPA qualified
- Strong tax technical capability with sound commercial judgement
- Proven people leadership and mentoring experience
- Comfortable working across multiple partners and diverse client groups
- Demonstrated commitment to long-term career development
What's On Offer
- Leadership & Influence - A key role supporting partners and shaping the practice
- Career Longevity - Join a firm known for decades-long staff tenure
- Hybrid Working - Up to 2 days WFH
- Professional Development - Weekly internal tax training and ongoing learning
- High-Quality Work - Advisory, review and leadership focus
- Supportive Culture - Collegial, social and people-focused environment
Ready to Take the Next Step?
If you're a senior business services professional seeking a long-term leadership role within a high-quality, values-driven firm, we'd love to hear from you.
For a confidential discussion, contact Steve Merritt on 0404 426 749, or click Apply to submit your application.
