Part-Time Senior Partner – Private Business Advisory

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

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.