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 Chance

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 strong 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 compelling Two WFH days a week, versatile 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
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📌 Manager/senior Manager Haymarket
🏢 The Andersen Partnership
📍 Haymarket