Job Description

Associate Director - Business Services, Advisory & Tax

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$180,000 – $210,000 per year + 10 % of salary

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Associate Director – Business Services & Advisory

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Sydney CBD | Genuine pathway to equity partnership and future ownership

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A rare opportunity has become available for an experienced Business Services leader to step into a senior client-facing role with a clear pathway to equity. This is more than a traditional Associate Director position—it is an opportunity to inherit an established client portfolio, build deep advisory relationships and play a key role in shaping the future of a respected mid-tier accounting practice.

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About the Firm

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Our client is a well-established accounting practice located in a central location close to transport hubs. With a strong reputation for practical, forward-thinking advice, the firm works closely with SMEs, family businesses and long-standing generational clients who value continuity, technical excellence and trusted relationships.

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The practice has a collaborative and relationship-led culture, with an emphasis on insightful advice, authentic client partnerships, dynamic service delivery and strong internal connection across teams.

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The Opportunity

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As Associate Director you will lead a high-performing Business Services and Advisory team while managing your own portfolio of established clients generating approximately $1m in annual fees. You will act as a trusted adviser and key point of contact, providing commercial, taxation and business advisory solutions as client needs evolve over time.

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You will work closely with the Founding Partners as they transition their client base to the right person,



creating a genuine succession pathway toward equity partnership and future ownership. Your focus will be on relationship-led service delivery, where understanding each client's business, family context and history is just as important as delivering technically excellent work.

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Key Responsibilities

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Lead, mentor and develop a high-performing Business Services and Advisory team.

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Manage workflow, productivity, review processes and technical quality across the team.

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Act as the primary relationship manager for a portfolio of established SME, family business and generational clients.

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Deliver high-quality compliance, taxation and advisory services across a diverse client base.

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Provide strategic business advice and identify opportunities to add value through advisory work.

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Build and maintain strong, long-term client relationships based on trust, continuity and commercial insight.

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Work closely with Partners on strategic matters, business growth and succession planning.

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Ensure exceptional client service while maintaining professional standards and internal quality processes.

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Contribute to the firm's future direction and play a key role in the pathway to equity ownership.

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About You

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You are a qualified accounting professional with substantial public practice experience, robust technical capability and a genuine passion for delivering outstanding outcomes for clients. You enjoy building trusted relationships, leading people and providing advice that goes beyond year-end compliance.

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To be successful in this role, you will have:

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CA, CPA or equivalent professional qualification.

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Significant Australian public practice experience in Business Services and Tax.

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Experience operating at Manager, Senior Manager or Associate Director level.

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Strong Australian tax knowledge and commercial advisory capability.

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Proven leadership, coaching and people management skills.

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Excellent communication, relationship-building and client service skills.

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Confidence managing complex client needs while maintaining high professional standards. Proficiency with accounting software and business applications, including Excel, Xero, MYOB and similar platforms.

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A commercial mindset and an aspiration to progress toward equity ownership.

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What's on Offer

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A clear pathway to equity partnership and future ownership.

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An awesome group of friendly people and professional mentors to work and collaborate with

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The opportunity to inherit an established client portfolio from the Founding Partner.

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A senior leadership role with genuine influence over the future of the practice.

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Market-leading salary package with annual salary reviews and guaranteed high bonus paid

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Modern offices conveniently located

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A collaborative culture focused on trusted relationships, high-quality advice and long-term client outcomes.

📌 Associate Director - Business Services, Advisory & Tax (New South Wales)
🏢 Hamilton York
📍 New South Wales