Description:
Our ClientOur client is a highly regarded chartered accounting and business advisory firm, operating as a specialist division within a leading Australian financial services group. With offices across major capital cities, they focus on privately owned businesses, family enterprises, and high-net-worth individuals. The firm is recognised for its deep client relationships, tailored financial strategies, and cross-disciplinary collaboration between accounting, tax, M&A, and wealth advisory services. With a national team of over 150 professionals, they uphold a strong performance culture built on long-term partnership, innovation, and entrepreneurial spirit.
This AFR top 40 firm operates with strong corporate governance and market exposure, offering its employees high visibility and career advancement opportunities. Their unique business model combines tax advisory, compliance, and strategic business growth solutions, providing clients with expert guidance on financial performance and long-term wealth management. Their commitment to mentorship, diversity, and career development makes it an excellent environment for ambitious professionals to thrive and realise their full potential.
Role Summary
This Partner-level opportunity is ideal for an experienced professional ready to lead a portfolio of significant value. Managing a book of business generating approximately $1M in fees, you will provide strategic tax and business advisory to a sophisticated client base of privately held businesses and their owners. The role involves mentoring a dynamic team, expanding client relationships, and playing a key role in the strategic development of the firm. This is a high-impact position with a clear path to equity partnership for the right individual. This role can be based in either the Sydney or Melbourne office.
Key Responsibilities
- Lead and grow a $1M+ fee portfolio of clients
- Deliver expert business advisory and tax planning services
- Guide clients on succession, asset protection, and structuring
- Oversee the preparation of complex financial statements and tax returns
- Manage client engagements from planning through to completion
- Drive new business through strategic networking and referrals
- Build, mentor, and develop a high-performing compliance & advisory team
- Ensure compliance with current taxation legislation and standards
- Identify opportunities to enhance client profitability and business value
- CA or CPA qualified with 10+ years' experience in business services and tax
- Demonstrated leadership in managing a client portfolio over $750k
- Strong technical expertise in tax, business structuring, and compliance
- Commercially astute with a passion for helping clients grow and protect their wealth
- Excellent interpersonal and stakeholder management skills
- Proven ability to lead and develop teams within a professional services environment
- Comfortable presenting and communicating complex ideas clearly to clients
- Knowledge of cloud-based accounting platforms such as Xero and MYOB
- Eligible to work permanently in Australia (citizen, PR, or long-term visa holders only)
Application Process
We encourage candidates who are passionate about making a difference and possess the necessary experience and skills to apply. Please submit your CV along with a cover letter detailing your qualifications and interest in the role to recruitment@charterdiligence.com.au . For confidential inquiries, contact our recruitment team at (02) 7208 7776 (Sydney), (03) 9001 7776 (Melbourne), (07) 3866 7776 (Brisbane), or (08) 6118 7776 (Perth).
Charter Diligence is an equal-opportunity employer committed to diversity and inclusion. We welcome applications from all qualified individuals, regardless of their background. Join us and be part of a team that is shaping the future of the industry.
23 Mar 2025;
from:
uworkin.com