- $120k - $165k Package
- Sydney CBD, 2 Days WFH and Flexible Hours
- Clear Progression | High Level Advisory Work | Diverse and Exciting Client Base

This boutique private client advisory firm is built around the belief that clients deserve a genuinely invested adviser, not just a compliance service. Led by a Chartered Accountant with 15 years of experience advising Australian family groups and privately owned businesses, the firm combines the technical rigour of a Big 4 background with the personal, agile approach of a boutique practice.

They are now seeking an Assistant Manager/Manager to step away from the traditional, compliance-heavy public practice model and into a role where you can genuinely become a trusted adviser to your clients. Working directly alongside the Director, you will take ownership of a high-quality portfolio with a $1m fee base and be involved in the conversations that really matter, from tax planning and structuring through to business strategy, succession planning and intergenerational wealth.

You will gain exposure to complex and high-value matters across Tax Advisory, Business Services, SMSF and Family Office, while building deep client relationships and developing your own advisory capability. This is the perfect opportunity for someone looking for greater autonomy, more meaningful client interaction and the prospect to build a genuine advisory career within a highly personalised boutique environment.

In this role, your responsibilities will include:

- Managing a high-quality client portfolio with a $1m fee base

- Developing and reviewing tax planning strategies, including CGT,



investment and property tax matters

- Advising on trust and estate structures, SMSF taxation and compliance, and broader tax governance

- Providing cash flow and profitability advisory, including business sale and acquisition matters

- Preparing financial reporting and management accounts, including outsourced CFO-style support

- Providing Family Office services, including succession planning, asset protection and intergenerational wealth transfer

- Reviewing work completed by junior team members and contributing to the technical development of the team

To be considered for this exceptional leadership position you will:
- Have at least 12 months’ experience in a Supervisor/Assistant Manager role within a reputable firm

- Hold CA/CPA qualifications

- Have a strong commitment to mentoring, training, and fostering the professional growth of others

- Demonstrate solid technical expertise across compliance, advisory, and business structuring

- Exhibit exceptional leadership, communication, and interpersonal skills

This firm knows the value of their people, in addition to the above they offer:
- Tailored training and development aligned with your career goals

- Genuine career progression with a clear pathway to Partnership

- Boutique firm where people genuinely matter

- Dedicated mentorship and support from day one

- Flexible hybrid working environment, including 2 days WFH and flexible hours

To apply for this role, please email your resume to ****@lawsonelliott.com.au quoting reference AFB18164 or for additional information phone Amelia Barber on 0400 782 .

📌 Assistant Manager/Manager – Ex Big 4 Partner with Excellent Client Base! (Sydney)
🏢 Lawson Elliott Recruitment
📍 Sydney