The Firm

Respected mid-sized accounting & advisory firm delivering business advisory, corporate finance and tax. Big-firm capability with a personal, client-first approach. Clients span start-ups, family groups, private companies and listed entities.

The Role

Reporting to the Partner as their 2IC, you'll lead a high-performing team, own key client relationships and drive quality delivery. It's a hands-on, client-facing leadership role with real influence.

• Lead a $1m+ client portfolio: provide tax compliance and advisory services to ultra high net-wealth individuals, small business and entrepreneurial clients (middle markets), and corporate clients (SGEs, foreign entities etc.)
• Be the trusted adviser: deliver pragmatic tax, structuring and commercial advice; guide clients through transactions, succession and growth.
• Run the engine room: manage workflow, budgets and resourcing.
• Grow people & revenue: coach seniors/AMs, set expectations, give feedback; spot cross-sell and BD opportunities; champion culture and values.

What You Bring

• CA/CPA qualified; 10+ years Australian business services with 2+ years at manager level (Top 100 firm experience valued).
• Strong technical grounding across accounting, tax and reporting, with commercial nous and budgeting discipline.
• Proven leadership: team management, mentoring, succession planning.
• Clear, confident communicator with HNW, SME and corporate clients.
• Growth mindset; willing to challenge and improve.

Why Join?

• Compelling clients & complexity: variety across industries and group structures.
• Supportive culture: collaborative team, knowledge-sharing and regular socials.
• Real progression: structured training, mentoring and a clear pathway to partnership.
• Study & learning: funded study support, paid study leave, monthly expert-led training.
• Flexible rewards: competitive package, WFH flexibility, parental leave, half-yearly reviews.

Click to apply or contact Steve Merritt (Director) for further details on 0404 426 749 (Strictly confidential).