03 Sep
|
The Andersen Partnership
|
Sydney
03 Sep
The Andersen Partnership
Sydney
Manager/Senior Manager – Private Client Tax & Business Advisory (Succession Track)Sydney | UHNW ClientsThe FirmA 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 OpportunityA 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 DoingWorking closely with the Partner across a portfolio of UHNW clientsLeading complex tax advisory, structuring and estate planning workBuilding direct client relationships,
with a view to holding them independently over timeReviewing and developing Seniors and IntermediatesTaking on progressively greater portfolio responsibility as the succession plan advancesWhat You'll BringCA or CPA qualification with solid technical grounding in private client or UHNW taxExperience managing complex client relationships and delivering advisory, not just complianceGenuine interest in a long-term path toward partnershipStrong communication skills and comfort working directly with clients and a Partner on sensitive mattersA collaborative fit with an open-door, flat firm cultureWhy This FirmComplex, high-value technical work that stays interestingTwo WFH days a week, flexible start times from 7:30amMental health day every six monthsSocial culture with genuine staff longevityBi-annual reviews with potential pay increase after six months
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📌 Manager/Senior Manager (Sydney)
🏢 The Andersen Partnership
📍 Sydney