• Retiring Partner Equity Opportunity
• Shape and build a growing business advisory function
• Join a firm where transparency, flexibility, and culture are genuinely live

Lower North Shore, Sydney | Leadership Role | Equity Pathway

An exceptional opportunity has arisen for a senior accounting professional to step into a Director-level role within a highly regarded, integrated wealth management and accounting advisory firm.

This position is ideal for someone who thrives in a client-facing, advisory-driven environment and is looking to move beyond compliance into a broader leadership and advisory role, with a clear pathway to equity.

The Opportunity

You will join a well-established business with a strong reputation across both wealth management and accounting, working with a high-quality client base of high-net-worth individuals, families, and SME business owners.

With the upcoming retirement of a senior partner, this role offers the chance to step into a visible leadership position, take ownership of key client relationships, and play a pivotal role in shaping the future direction of the accounting division.

You will focus on developing client relationships, strategic tax and business advice, and leadership and growth

Key Responsibilities

• Manage and grow a portfolio of high-value clients (HNW and SME)
• Lead client meetings and act as a trusted advisor to business owners and high net-wealth family groups
• Provide strategic tax advice, structuring, and business insights
• Review and oversee compliance work (prepared by the broader team)
• Identify and deliver business advisory opportunities
• Work closely with internal wealth advisors to deliver holistic client outcomes
• Contribute to the leadership, growth, and strategic direction of the firm
• Mentor and develop a team of accountants

About You

You are a commercially minded, relationship-driven accountant who enjoys working closely with clients and adding real value beyond compliance.

You will bring:

• CA/CPA qualified (or equivalent)
• Significant experience in public practice, ideally at Senior Manager / Director level
• Strong client relationship and communication skills
• Experience advising business owners and/or HNW clients
• A genuine interest in business & tax advisory and strategic thinking
• Leadership capability with a collaborative approach
• Interest in equity/ownership (highly regarded)

What Sets This Role Apart

• Client-facing, advisory-led role (minimal compliance preparation)
• Established, high-quality client base
• Integrated model (accounting + wealth) providing broader exposure
• Collaborative, transparent culture - not a traditional accounting firm environment
• Clear pathway to equity (typically within ~12 months for the right candidate)
• Opportunity to shape and grow the advisory offering
• Remuneration
• Competitive salary package in the range of $250K - $300K (depending on experience)
• Equity opportunity available within 12 months

Next Steps

If you're looking to step into a true advisory and leadership role, with the opportunity to influence a growing business and build equity, this is a rare opportunity worth exploring.

For a confidential discussion, please get in touch with Steve Merritt on 0404 426 749 for a confidential discussion.