Inherit an established client portfolio as two long-standing Directors transition toward retirement
Clear pathway to equity partnership with an established North Shore chartered firm
Circa $220K package + incentives, flexible working and a collaborative, partner-led culture
Our client is a well-regarded boutique chartered accounting and advisory firm based on Sydney's North Shore, providing an integrated offering across business services, tax, audit, financial planning and SMSF.
Having grown through a series of local acquisitions, the firm offers the scale and client opportunities of a larger practice while retaining a close-knit, partner-led culture with strong staff tenure.
The Opportunity
As part of the firm's succession planning, an opportunity has arisen for an experienced Senior Manager or Director to progressively take over a combined client portfolio from two retiring Directors.
This creates a rare opportunity to step into an established, high-value client base with long-standing relationships, rather than having to build your own client portfolio.
The objective is for the successful person to progress toward equity partnership, making this particularly suited to someone looking for genuine ownership and leadership within their next firm.
Strong communication and relationship-management skills will be critical, with a carefully managed transition of existing clients taking place over time.
Key Responsibilities
Manage a premium portfolio of active trading businesses, private clients and high-net-worth family groups
Oversee complex tax matters including Division 7A, trust distributions and CGT concessions relating to business and property transactions
Advise clients on structuring, tax planning and succession strategies
Build trusted relationships with clients as they transition from the retiring Directors
Lead, mentor and develop your own team within the firm's divisional structure
Identify opportunities to expand existing relationships and generate new fee growth
Contribute to the ongoing growth and succession strategy of the firm
About You
CA qualified or equivalent, with strong technical experience across Business Services & Tax
Currently operating at Senior Manager, Associate Director or Director/Partner level
Strong track record managing senior client relationships and complex portfolios
Commercial, personable and confident working directly with business owners and high-net-worth clients
Leadership experience and the ability to develop a high-performing team
Genuine ambition to progress toward equity partnership
Background may be from a boutique, mid-tier or larger chartered firm
What's On Offer
Package circa $220K
Clear and structured pathway to equity partnership
Future equity/profit distributions for equity holders
Incentives for new fee growth for those not seeking an immediate equity buy-in
Flexible working arrangements
Collaborative, close-knit culture with long staff tenure
Genuine succession opportunity rather than the need to build a portfolio from scratch
Apply Now
If you're an experienced Business Services & Tax professional looking for a genuine pathway to equity and the opportunity to inherit an established client portfolio, we would welcome a confidential conversation.
For further information, please contact Steve Merritt on 0404 426 749.