Director - Business Services & Tax

Hedley Scott Recruitment; Sydney; On-site; AUD 210,000 - 240,000; Full time

Job summary

Hedley Scott Recruitment's client, a boutique chartered accounting and advisory firm on Sydney's North Shore, seeks an experienced Senior Manager or Director to progressively take over a combined client portfolio from two retiring Directors. This rare opportunity provides a clear path toward equity partnership within a partner-led culture, with long-standing client relationships and strong staff tenure.

The role focuses on leadership, advisory excellence, and growth across business services and

Qualifications

• CA qualified or equivalent with strong technical experience across Business Services & Tax.
• Senior Manager, Associate Director or Director/Partner level experience.
• Strong track record managing senior client relationships and complex portfolios.
• Commercial, personable and confident working directly with business owners and high-net-worth clients.
• Leadership experience and ability to develop a high-performing team.
• Genuine ambition to progress toward equity partnership.
• Background may be from a boutique, mid-tier or larger chartered firm.

Responsibilities

• Manage a premium portfolio of active trading businesses, private clients and high-net-worth family groups.
• Oversee complex tax matters including Division 7A, trust distributions and CGT concessions relating to business and property transactions.
• Advise clients on structuring, tax planning and succession strategies.
• Build trusted relationships with clients as they transition from the retiring Directors.
• Lead, mentor and develop your own team within the firm's divisional structure.
• Identify opportunities to expand existing relationships and generate new fee growth.
• Contribute to the ongoing growth and succession strategy of the firm.

Skills

Client management

Leadership

Tax expertise

Business Services

Relationship management

Education

CA/Equivalent

Job description

• Inherit an established client portfolio as two long-standing Directors transition toward retirement

• Clear pathway to equity partnership with an established North Shore chartered firm

• Circa $220K package + incentives, flexible working and a collaborative, partner-led culture

Our client is a well-regarded boutique chartered accounting and advisory firm based on Sydney's North Shore, providing an integrated offering across business services, tax, audit, financial planning and SMSF.

Having grown through a series of local acquisitions, the firm offers the scale and client opportunities of a larger practice while retaining a close-knit, partner-led culture with strong staff tenure.

The Opportunity

As part of the firm's succession planning, an opportunity has arisen for an experienced Senior Manager or Director to progressively take over a combined client portfolio from two retiring Directors.

This creates a rare opportunity to step into an established, high-value client base with long-standing relationships, rather than having to build your own client portfolio.

The objective is for the successful person to progress toward equity partnership, making this particularly suited to someone looking for genuine ownership and leadership within their next firm.

Strong communication and relationship-management skills will be critical, with a carefully managed transition of existing clients taking place over time.

Key Responsibilities

• Manage a premium portfolio of active trading businesses, private clients and high-net-worth family groups

• Oversee complex tax matters including Division 7A, trust distributions and CGT concessions relating to business and property transactions

• Advise clients on structuring, tax planning and succession strategies

• Build trusted relationships with clients as they transition from the retiring Directors

• Lead, mentor and develop your own team within the firm's divisional structure

• Identify opportunities to expand existing relationships and generate new fee growth

• Contribute to the ongoing growth and succession strategy of the firm

About You

• CA qualified or equivalent, with strong technical experience across Business Services & Tax

• Currently operating at Senior Manager, Associate Director or Director/Partner level

• Strong track record managing senior client relationships and complex portfolios

• Commercial, personable and confident working directly with business owners and high-net-worth clients

• Leadership experience and the ability to develop a high-performing team

• Genuine ambition to progress toward equity partnership

• Background may be from a boutique, mid-tier or larger chartered firm

What's On Offer

• Package circa $220K

• Clear and structured pathway to equity partnership

• Future equity/profit distributions for equity holders

• Incentives for new fee growth for those not seeking an immediate equity buy-in

• Flexible working arrangements

• Collaborative, close-knit culture with long staff tenure

• Genuine succession opportunity rather than the need to build a portfolio from scratch