Manager/Senior Manager – Private Client Tax & Business Advisory (Succession Track)

Sydney | UHNW Clients The Firm A well-established Sydney chartered accounting firm, built as a deliberate, high-quality alternative to the Big 4. The client base is predominantly ultra-high-net-worth, with mandates from the tens of millions into the billions.

The Prospect A senior Partner is planning their succession over the coming years. This role is the entry point into that pathway: a Manager or Senior Manager who works directly alongside the Partner on their portfolio, builds deep client relationships, and progressively takes on greater ownership, with a genuine, structured route toward stepping into the Partner's shoes.

What You'll Be Doing

- Working closely with the Partner across a portfolio of UHNW clients
- Leading complex tax advisory, structuring and estate planning work
- Building direct client relationships, with a view to holding them independently over time
- Reviewing and developing Seniors and Intermediates




- Taking on progressively greater portfolio responsibility as the succession plan advances

What You'll Bring

- CA or CPA qualification with solid technical grounding in private client or UHNW tax
- Experience managing complex client relationships and delivering advisory, not just compliance
- Genuine interest in a long-term path toward partnership
- Strong communication skills and comfort working directly with clients and a Partner on sensitive matters
- A collaborative fit with an open-door, flat firm culture

Why This Firm

- Complex, high-value technical work that stays interesting
- Two WFH days a week, flexible start times from 7:30am
- Mental health day every six months
- Social culture with genuine staff longevity
- Bi-annual reviews with potential pay increase after six months

To Apply Click Apply to apply direct or contact Paul Oglesby for more information on 0421 323 028 or on [email protected]

📌 Manager/Senior Manager (Sydney)
🏢 The Andersen Partnership
📍 Sydney