Unique Partnership Succession Planning OpportunityHigh-Value Client Base across HNW Family Groups, Corporate and Private ClientsOutstanding Culture and Award Winning FirmAre you an experienced Senior Manager or Director with a proven track record in Business Advisory Services, looking to take the next step in your career? This mid-tier firm has a unique succession planning opportunity, with a clear pathway to a Partnership role.
About the Role: In this pivotal position, you will be trained as the successor to a Senior Partner who has built a thriving practice over three decades. You will inherit a high-value client base consisting of high net worth individuals, families, and private and listed businesses. Your role will be to continue building on this success, providing exceptional advisory services, and nurturing client relationships.
Key Responsibilities: Client Management: Serve as the primary point of contact for a portfolio of top-tier clients, including top 250 private family groups and medium to large family and international businesses.
Leadership & Team Management: Lead a team of professionals, overseeing work allocation, job reviews, and mentorship.
Strategic Advisory: Provide high-level tax, compliance, and business advisory services, covering areas such as income tax, state taxes, estate planning, succession planning, business valuation, and M&A.
Stakeholder Engagement: Collaborate with internal and external stakeholders to develop solutions that meet client needs, and maintain strong relationships with clients and partners.
What We're Looking For: CA or CPA qualified.At least 10 years of Business Advisory experience, primarily within an Australian public accounting firm, and a minimum of 4 years in a managerial role.Strong technical tax and compliance knowledge, with experience supporting both listed and unlisted companies.Polished and professional, with the gravitas to engage and build trust with high-profile clients from day one.Demonstrated history of leading teams and mentoring junior staff.What's On Offer? Diverse and Engaging Clients: Work with a wide range of clients, from start-ups and family businesses to listed entities across various industries like manufacturing, healthcare, and retail.
Award-Winning Culture: Recognized as a Best Place to Work in 2022, they offer a vibrant culture with regular social events, lunchtime activities, and weekly happy hours.
Career Progression: Succession planning opportunity with accelerated progression to Partnership.
Ongoing Development: Monthly technical training, soft skills workshops, and leadership courses, supported by a dedicated Technical Trainer.
Hands-On Leadership: The Partners actively mentor teams, ensuring a deep understanding of client needs and business strategies.
Flexible Work Policy: Flexible work arrangements to balance personal and professional commitments.
How To Apply: If you're a strategic thinker with a passion for business advisory and are ready to take on a leadership role, we want to hear from you. Apply now to take the next step in your career and join a firm that values your expertise and offers a unique pathway to partnership.
Contact Steve Merritt on 0404 426 749 for a confidential discussion to discuss further.
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