Associate Partner, Fordham

Perpetual; Melbourne; Hybrid; AUD 150,000 - 200,000; Part time

Benefits offered by this job

Wellbeing allowance

Study support

Flexible work options

Job summary

Fordham, part of Perpetual Wealth, is seeking an Associate Partner in a senior client and people leadership role. The position is a 0.6 FTE job-share with a hybrid office/work-from-home setup, designed to balance high-level advisory work with life outside of work.

You will manage relationships with private business owners, lead accounting, tax and business advisory services, and support the Lead Partner in achieving team objectives.

Qualifications

• Tertiary 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.

Responsibilities

• 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.

Skills

Client relationship management

Leadership

Business development

People coaching

Education

Accounting/Finance/Commerce degree

CA ANZ or CPA qualification

Job description

Part‑time 0.6 FTE job‑share arrangement

Progress your career in a senior client facing leadership role

Hybrid office/work‑from‑home environment

About Fordham

At 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 role

As 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 you

Tertiary 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 benefits

• Work 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 inclusion

Strong 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.