Associate Partner, Fordham

Perpetual Limited; Melbourne; Hybrid; AUD 120,000 - 170,000; Part time

Benefits offered by this job

Work from anywhere in Australia

Annual wellbeing allowance

Study support

Professional development

Diversity & Inclusion programs

Job summary

Fordham, part of Perpetual Wealth, seeks an Associate Partner to lead senior client relationships and the private business advisory team. The role focuses on delivering high-quality accounting, tax and advisory services while guiding and developing staff.

You will manage complex engagements, drive business development, and contribute to the growth strategy within a flexible 0.6 FTE, hybrid work model across Australia. A strong track record in leadership and client delivery is essential.

Qualifications

• Tertiary qualification in Accounting, Finance, Commerce or related discipline.
• CA ANZ or CPA qualification, or equivalent professional accreditation, in good standing.
• Extensive experience in chartered accounting, taxation and private business advisory at Senior Manager, Director or equivalent leadership level.
• Demonstrated experience managing complex engagements and a portfolio of private business clients.
• Proven people leadership capability, including coaching, developing and overseeing professional staff.
• Strong commercial acumen and experience contributing to business development, referrals, professional networks or expansion of existing client relationships.

Responsibilities

• Manage a portfolio of private business clients, acting as a trusted adviser and providing practical, commercially focused advice across accounting, taxation and business advisory.
• Lead client engagements, maintaining proactive communication and delivering agreed outputs.
• Contribute to practice growth by deepening client relationships and supporting new-business opportunities.
• Oversee portfolio performance across scope, budgets, fees, WIP, recoveries and write-offs.
• Lead, coach and develop team members and oversee workflow and resource allocation.
• Apply technical excellence and manage risks in line with professional standards and firm requirements.

Job description

Part-time 0.6 FTE job-share arrangementProgress your career in a senior client facing leadership roleHybrid office/work-from-home environmentAbout FordhamAt Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business.Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.Fordham is part of Perpetual Wealth. As part of an exciting new chapter, Perpetual Wealth will soon become a standalone business as part of the recently announced acquisition by Bain Capital. This creates a unique opportunity to join a business focused on growth, innovation, and delivering exceptional outcomes for clients.About the roleAs an Associate Partner at Fordham, you'll be a senior client and people leader within the private business advisory practice. You will manage and develop relationships with private business owners and families, lead the delivery of high-quality accounting, tax and business advisory services, and support the Lead Partner in achieving the team’s commercial, client and people objectives. This role is offered as a part-time 0.6 FTE job share, enabling you to continue to build your career while also having time and space for your life outside of work.Role responsibilities include:Manage a portfolio of private business clients, acting as a trusted adviser and providing practical, commercially focused advice across accounting, taxation, business planning, structuring, benchmarking and succession.Lead client engagements, maintaining proactive communication and ensuring agreed deliverables and commitments are met.Contribute to practice growth by deepening client relationships, identifying service opportunities and supporting new-business conversion, proposals and client onboarding.Manage portfolio performance across engagement scope, budgets, fees, work in progress, recoverability and write-offs.Lead, coach and develop team members while overseeing workflow, resource allocation and capability development.Apply advanced technical expertise, provide quality assurance and manage client, engagement and delivery risks in accordance with professional standards and firm requirements.About youTertiary qualification in Accounting, Finance, Commerce or a related discipline.CA ANZ or CPA qualification, or equivalent professional accreditation, in good standing.Extensive experience in chartered accounting, taxation and private business advisory at Senior Manager, Director or an equivalent leadership level.Demonstrated experience managing complex engagements and a portfolio of private business clients.Proven people leadership capability, including coaching, developing and overseeing professional staff.Strong commercial acumen and experience contributing to business development, referrals, professional networks or the expansion of existing client relationships.Employee benefitsWork from anywhere in Australia for up to one month each year.An annual allowance to empower you to prioritise your personal wellbeing.Study support and commitment to supporting professional development.Diversity and inclusionStrong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.A growing number of employee-led networks who work to raise awareness and drive continued change.We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.