Future Business Partner – Tax & Advisory

Location: Sydney, NSW (flexible/hybrid available)

Type: Partnership Pathway / Growth Opportunity

Thinking about going solo as a tax agent but not ready to forgo a salary? Or are you already a sole tax practitioner and stuck at scaling your own firm?

We offer the bridge: $80k+ super base to start, clients and systems in place, and a partnership pathway to grow your own equity.

About Us

We're a boutique Chartered Accounting firm in Sydney, specialising in tax, advisory, and business services for business owners, property investors, and family groups. We believe in clarity, confidence, and collaboration — and we're looking for someone who wants to grow into a true business partner.

Role Description

As a Future Business Partner, you'll:

Manage a portfolio of individual and business clients across tax and business services

Prepare and review tax returns, BAS, FBT, and financial statements

Provide first-line support and advice to clients, helping them navigate tax and compliance issues

Meet clients directly, building relationships and trust from day one

Assist with advisory projects (structuring, cash flow, growth strategies) as they arise

Oversee workflow and support junior staff as needed

Contribute ideas to improve processes, client service, and firm growth

Career Progression Pathway

Year 1 – Assistant Client Manager / Supervisor Duties

Hands-on client work: compliance, tax returns, BAS, financials

Begin managing smaller client portfolios directly

Sit in client meetings and start building trusted relationships

Year 2–3 – Portfolio Growth & Leadership

Take ownership of a growing client portfolio

Lead client meetings with confidence and provide first-level advisory

Mentor junior accountants and manage workflows

Begin sharing in growth rewards as portfolio expands

Year 4+ – Equity Partner

Formal step into equity partnership with shared ownership

Shape the direction of the firm alongside the Principal

Earn from both client service and your stake in the business

Build a practice you can truly call your own

What's on Offer

Starting base from $80k + super – stability while you grow

A clear, structured pathway to partnership

Clients and systems already in place – no need to start from scratch

Mentorship and collaboration with the Principal — true partnership, not just delegation

Who You Are

A Supervisor / Assistant Client Manager / Registered Tax Agent with at least 4–6 years' public practice experience

Strong in compliance and confident in tax advisory basics

Comfortable managing client relationships, not just preparing files

Entrepreneurial — you've thought about starting your own firm, but want a supported path

Driven by growth, ownership, and long-term success rather than just salary

Australian citizens or permanent residents only

CPA or CA qualification required

✨ This isn't just another job — it's the bridge between being an employee and being a business owner.

You don't need to sacrifice stability to build your dream — you can start here, and grow into equity step by step.

📧 Apply in confidence via SEEK or reach out directly for a confidential chat.