16 Oct
|
Evans Davis Recruitment
|
Sydney
16 Oct
Evans Davis Recruitment
Sydney
Role Purpose
As a Partner within the firm, you will serve as a key commercial leader responsible for driving practice growth, leading high-value client relationships, and maintaining the firm’s technical and operational excellence.
You will lead a team of senior managers, accountants, and advisers, providing strategic business advisory, complex tax advice, and CFO-level support to High-Net-Worth (HNW) families, private enterprise groups, and mid-market commercial clients across Australia.
What you will be doing?
- Strategic Client Advisory: Serve as primary trusted adviser to HNW family offices and business groups, delivering complex tax planning, corporate structuring, CGT, and CFO-level strategic reporting.
- Practice Growth & Revenue Generation: Drive organic revenue expansion by winning new private/corporate clients, converting referrers (lawyers, bankers, wealth advisers), and structuring high-value advisory retainers.
- Financial Oversight & Operations: Manage practice economics—including WIP control, billing, margin optimization, and lockup reduction—while driving automation and firm-wide tech adoption.
- Compliance & Statutory Governance: Oversee sign-offs on major financial statements, tax lodgments, and BAS filings while ensuring strict compliance with ATO, ASIC, TPB, and CA ANZ/CPA standards.
- People Leadership & Culture: Direct, mentor, and retain a multi-tiered team (Senior Managers to Juniors), driving performance reviews, career pathways,
and board-level succession planning.
Who should apply?
- Education: Bachelor’s degree in Accounting, Commerce, or Finance (Master of Taxation / LLM highly regarded).
- Experience: Minimum 10–12 years of public practice accounting experience in Australia, with at least 3–5 years in a Senior Manager, Director, or Salaried Partner role.
- Portfolio Ownership: Proven track record of managing a substantial fee base ($1M ) in Business Services, Tax, or Corporate Advisory.
- Australian Tax Expertise: Deep technical mastery of Australian tax legislation, including Division 7A, Trust distributions, Small Business CGT Concessions, FBT, GST, and State Taxes (Payroll Tax, Land Tax, Duty).
- Qualified Membership: Fully CA (Chartered Accountants ANZ) or CPA qualified.
- Licensing: Registered Tax Agent and ASIC Company Auditor / SMSF Auditor registration (if applicable to the practice area).
What’s in it for you?
- Equity Progression: Clear, structured pathway to Equity Partnership (for Salaried Partners/Directors).
- Modern Hybrid Flexibility: Flexible working arrangements tailored for senior executive staff.
- High-Caliber Client Base: Direct engagement with prominent private groups, middle-market enterprises, and HNW family offices.
- Support & Infrastructure: Dedicated admin, compliance, and manager-level team support to maximize your advisory focus.
Work Location: Hybrid remote in Sydney NSW
📌 Partner – Business Advisory & Taxation (Sydney)
🏢 Evans Davis Recruitment
📍 Sydney