Director - Tax & Business Services| Pathway to Equity in ***** 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 explicit pathway to equity within ***** 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.
The Opportunity You will inherit a well-established portfolio generating approximately $2.3 million in annual fees, supported by a highly experienced and secure 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
About the Opportunity
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 ***** 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.
The Opportunity 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 ***** months
Established $2.3 million fee portfolio
Solid 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 QuickBooks
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| Pathway To Equity In 12-24 Monthsnew (New South Wales)
🏢 Bentley
📍 New South Wales