Retiring Partner Equity Opportunity Shape and build a growing business advisory function Join a firm where transparency, flexibility, and culture are genuinely live Lower North Shore, Sydney | Leadership Role | Equity Pathway An exceptional opportunity has arisen for a senior accounting professional to step into a Director-level role within a highly regarded, integrated wealth management and accounting advisory firm. This position is ideal for someone who thrives in a client-facing, advisory-driven environment and is looking to move beyond compliance into a broader leadership and advisory role, with a clear pathway to equity. The Opportunity You will join a well-established business with a strong reputation across both wealth management and accounting, working with a high-quality client base of high-net-worth individuals, families, and SME business owners. With the upcoming retirement of a senior partner, this role offers the chance to step into a visible leadership position, take ownership of key client relationships, and play a pivotal role in shaping the future direction of the accounting division. You will focus on developing client relationships, strategic tax and business advice, and leadership and growth Key Responsibilities Manage and grow a portfolio of high-value clients (HNW and SME) Lead client meetings and act as a trusted advisor to business owners and high net-wealth family groups Provide strategic tax advice, structuring, and business insights Review and oversee compliance work (prepared by the broader team) Identify and deliver business advisory opportunities Work closely with internal wealth advisors to deliver holistic client outcomes Contribute to the leadership, growth, and strategic direction of the firm Mentor and develop a team of accountants About You You are a commercially minded, relationship-driven accountant who enjoys working closely with clients and adding real value beyond compliance. You will bring: CA/CPA qualified (or equivalent) Significant experience in public practice, ideally at Senior Manager / Director level Strong client relationship and communication skills Experience advising business owners and/or HNW clients A genuine interest in business & tax advisory and strategic thinking Leadership capability with a collaborative approach Interest in equity/ownership (highly regarded) What Sets This Role Apart Client-facing, advisory-led role (minimal compliance preparation) Established, high-quality client base Integrated model (accounting wealth) providing broader exposure Collaborative, transparent culture - not a traditional accounting firm environment Clear pathway to equity (typically within ~12 months for the right candidate) Opportunity to shape and grow the advisory offering Remuneration Competitive salary package in the range of $250K - $300K (depending on experience) Equity opportunity available within 12 months Next Steps If you're looking to step into a true advisory and leadership role, with the opportunity to influence a growing business and build equity, this is a rare opportunity worth exploring. For a confidential discussion, please get in touch with Steve Merritt on 0404 426 749 for a confidential discussion.
