At a Glance
- Tasks: Lead a $2.3 million portfolio, focusing on high-level advisory and client relationships.
- Company: Stable and growing firm with a strong reputation and referral network.
- Benefits: Salary up to $250,000 + Super, clear pathway to equity in 12-24 months.
- Other info: Modern cloud-based environment with strong support and minimal compliance focus.
- Why this job: Make a lasting impact while mentoring a talented team and shaping the firm's future.
- Qualifications: CA or CPA qualified with extensive public practice experience and leadership skills.
Director - Tax & Business Services | Pathway to Equity in 12-24 Months
An exceptional opportunity has arisen for an experienced Tax & Business Services Director or Senior Manager ready to step into a leadership role with a clear pathway to equity within 12-24 months.
Due to a planned retirement, a significant portfolio is being transitioned and split across the business, creating the opportunity for a commercially minded leader to take ownership of an established client base while contributing to the firm's future growth and succession plans.
You will inherit a well-established portfolio generating approximately $2.3 million in annual fees, supported by a highly experienced and stable team.
This role is heavily focused on client relationships, technical review work and high-level advisory services rather than day-to-day compliance.
The firm has experienced significant growth over the past 12 months and continues to attract quality clients through referrals and reputation, meaning there is no expectation for aggressive business development.
Team Structure
You will be supported by an experienced team including
- 1 Intermediate Accountant
- 2 Senior Accountants
- 1 Manager with more than 10 years' tenure
In addition, the firm is recruiting another Manager with aspirations towards future partnership, further strengthening the leadership structure.
Key Responsibilities
- Manage and oversee a portfolio of approximately $2.3 million in fees
- Review complex compliance and taxation work prepared by the team
- Deliver high-level tax planning and business advisory services
- Build and maintain strong relationships with business clients
- Mentor and develop team members
- Contribute to strategic planning and future leadership initiatives
- Play a key role in the firm's succession and equity plans
About You
- CA or CPA qualified
- Extensive experience within Public Practice Accounting
- Currently operating at Director, Associate Director or Senior Manager level
- Strong technical tax and business advisory expertise
- Proven experience managing client relationships and reviewing work
- Leadership experience with the ability to mentor and develop staff
- Looking for a genuine pathway to ownership and long-term career progression
- What's on Offer
- Salary package up to $250,000 + Super
- Clear pathway to equity within 12-24 months
- Established $2.3 million fee portfolio
- Strong support structure and experienced team
- Minimal compliance focus with dedicated team support
- High-level advisory and relationship management responsibilities
- Stable, growing firm with strong referral networks
- Modern cloud-based environment utilizing Xero, MYOB and Quick Books
- Onsite parking provided
Why This Opportunity?
Leadership roles where you can inherit an existing portfolio and become part of a firm's succession strategy are rare.
If you're looking for a position where you can make a lasting impact while working with quality clients and an experienced team, this opportunity is well worth exploring.
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Director - Tax & Business Services in Sydney 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.
