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.
n
The Opportunity
n
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.
n
What You'll Be Doing
n
n
- Working closely with the Partner across a portfolio of UHNW clients
n
- Leading complex tax advisory, structuring and estate planning work
n
- Building direct client relationships, with a view to holding them independently over time
n
- Reviewing and developing Seniors and Intermediates
n
- Taking on progressively greater portfolio responsibility as the succession plan advances
n
n
What You'll Bring
n
n
- CA or CPA qualification with strong technical grounding in private client or UHNW tax
n
- Experience managing complex client relationships and delivering advisory, not just compliance
n
- Genuine interest in a long-term path toward partnership
n
- Strong communication skills and comfort working directly with clients and a Partner on sensitive matters
n
- A collaborative fit with an open-door, flat firm culture
n
n
Why This Firm
n
n
- Complex, high-value technical work that stays compelling
n
- Two WFH days a week, flexible start times from 7:30am
n
- Mental health day every six months
n
- Social culture with genuine staff longevity
n
- Bi-annual reviews with potential pay increase after six months
n
📌 Manager/Senior Manager (New South Wales)
🏢 The Andersen Partnership
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.