Take responsibility for an established portfolio of ultra-high-net-worth individuals, family offices and complex privately owned groups from day one. You'll be stepping into an established book rather than building from scratch.
This is a Salaried Director role with a long-established, highly regarded Melbourne chartered accounting firm with a loyal, high-calibre private client base. The Directors are actively planning the firm's medium-term succession and are appointing a Salaried Director now to take on client leadership and be part of what comes next, with a credible pathway to equity within a realistic timeframe.
Key responsibilities
- Take responsibility for an established portfolio of ultra-high-net-worth individuals, family offices and complex privately owned groups
- Lead business services and advisory engagements, including compliance, structuring, tax and strategic advice for private groups
- Act as the trusted adviser to business owners and families across their business and personal affairs
- Work alongside the existing Directors on client strategy, team leadership and the development of the practice
- Mentor and develop the next generation of the team
About you
- Senior experience in business services advising private groups, family offices or entrepreneur-led businesses gained in a Big 4, mid-tier or a well-regarded boutique chartered accounting firm
- Solid technical and commercial capability across compliance, structuring and advisory
- Experience managing senior client relationships with confidence
- CA ANZ membership
- Tax Institute membership
- An interest in growing a portfolio and building referral relationships
About the firm
Our client is a long-established, highly regarded Melbourne chartered accounting firm with a loyal, high-calibre private client base. Its Directors are actively planning the firm's medium-term succession.
Benefits
- Salaried Director title and package
- A structured pathway to equity aligned with the firm's succession plan
- Direct access to decision-makers and far less red tape than larger firms
- A stable, collegiate and family-friendly culture
📌 Salaried Director (Pathway to Equity) - Chartered Accounting Firm (Armadale)
🏢 Marlow Recruitment
📍 Armadale
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