Associate Director - Business Services & Tax

Hamilton York; Sydney; Hybrid; AUD 170,000 - 260,000; Full time

Benefits offered by this job

Hybrid work

10% Bonus

Professional development

Equity pathway

Client portfolio inheritance

Job summary

Hamilton York Pty in Sydney is seeking an Associate Director to lead the Business Services and Tax division, overseeing an established portfolio and guiding a high-performing team.

You will work with Founding Partners on client transitions, firm growth, and a clear pathway to equity and future ownership, with a hybrid work environment close to transport hubs.

This role offers annual salary reviews, a stated 10% bonus, professional development, and the chance to inherit key client relationships.

Qualifications

• CA, CPA or equivalent professional qualification required or strongly preferred.
• Australian public-practice experience in Business Services and Tax.
• Strong Australian tax knowledge with advisory capabilities.
• Leadership, coaching and complex client-management skills.

Responsibilities

• Lead, mentor and develop the Business Services & Advisory team.
• Manage an established SME/family client portfolio.
• Deliver taxation, compliance and commercial advisory services.
• Oversee workflow, productivity, technical reviews and service quality.
• Partner with Founding Partners on growth and client transitions.

Education

CA, CPA or equivalent professional qualification

Tools

Excel

Xero

MYOB or similar

Job description

Associate Director - Business Services & Tax

Join a well-established Sydney accounting practice supporting SMEs, family businesses and generational clients with practical, forward-thinking advice and long-standing relationships.

About the Role

Lead a high-performing Business Services & Advisory team and manage an established portfolio generating approximately $1m in annual fees. Work with the Founding Partners on client transition, firm growth and a genuine pathway to equity and future ownership.

Duties

• Lead, mentor and develop the Business Services & Advisory team.
• Manage an established portfolio of SME, family and generational clients.
• Deliver taxation, compliance and commercial advisory services.
• Oversee workflow, productivity, technical reviews and service quality.
• Partner with the Founding Partners on growth, succession and client transition.

Skills & Experience

• CA, CPA or equivalent professional qualification.
• Australian public-practice experience in Business Services and Tax.
• Strong Australian tax knowledge and commercial advisory capability.
• Leadership, coaching and complex client-management skills.
• Proficiency with Excel, Xero, MYOB or similar business applications.

Culture

People enjoy working here because the team is collaborative and relationship-led, with professional mentors and a focus on trusted, long-term client partnerships.

• Hybrid work and flexible working conditions.
• Annual salary reviews and a stated 10% bonus.
• Professional development, training and partner mentorship.
• Genuine pathway to equity partnership and future ownership.
• Opportunity to inherit an established client portfolio.
• Senior leadership influence over the practice’s future.
• Modern office close to transport hubs.
• Friendly, collaborative colleagues and a relationship-led culture.