Bentley Recruitment client is seeking an experienced Tax & Business Services Director or Senior Manager to lead a well-established portfolio and advance to equity within 12-24 months.
The role focuses on client relationships, high-level advisory, and tax planning rather than day-to-day compliance, with a $2.3 million annual fee base and strong leadership support.
This is a stable firm with growth, a cloud-based tech stack (Xero, MYOB, QuickBooks) and a clear path to ownership.
Director, Tax & Business Services — Path to Equity employer: Bentley Recruitment
Join a dynamic self-licensed financial advice firm that prioritises employee growth and development, offering a supportive environment for paraplanners to thrive. With a focus on high-quality strategic advice and complex client strategies, you'll have the opportunity to enhance your skills while contributing to meaningful financial outcomes for clients. Located in a vibrant area, the firm fosters a collaborative work culture that values innovation and teamwork, making it an excellent place for those looking to advance their careers in financial planning.
