Lead a portfolio of high-net-worth and family business clients, providing advisory, tax planning and leadership support.
Our client is a progressive and growing boutique accounting and advisory firm located in Sydney CBD. With a long-established reputation and an impressive portfolio of family businesses, high-net-worth individuals and privately owned groups, they pride themselves on becoming trusted business partners to their clients.
As the firm continues to grow, they are seeking an experienced Senior Manager to join their leadership team and work directly alongside the Directors. This is a genuine opportunity to influence the future direction of the business, with a potential pathway to equity for the right individual.
This is a client-facing leadership role where you will take ownership of a portfolio of complex private clients, providing strategic advice while overseeing the delivery of high-quality compliance services.
You will work closely with a team of experienced professionals and utilise both onshore and offshore resources to ensure exceptional outcomes for clients.
Key Responsibilities: