Partner

Kelly+Partners; Sydney; On-site; AUD 500,000 - 800,000; Full time

Benefits offered by this job

Equity ownership

Tax and SMSF training

Relocation support

Postgraduate study support

Mentoring and career development

Job summary

Kelly+Partners is inviting senior partners to join a national Top 20 firm with equity ownership opportunities. You will own the significant client relationships you lead, set the direction for your team, and draw on a deep technical bench to grow your practice.

With relocation options across Australia and a clear pathway from Partner to Senior Partner, you can build a sustainable practice under our Partner-Owner-Driver model while contributing to the firm's growth and client success.

Qualifications

• 8+ years in Australian public practice at Manager/Senior Manager level or as a principal.
• CA qualification through CA ANZ; Registered Tax Agent status is valued.
• Proven ability to own, retain and grow a client portfolio.
• Deep tax, structuring and advisory expertise for private groups; SMSF experience valued.
• Proven leadership, coaching and staff retention capabilities.
• Commercial judgement with P&L awareness; pricing and WIP management.
• Proficient with practice management systems including MYOB AE, APS, HowNow, Active Ledger, Xero and QuickBooks.

Responsibilities

• Own the significant client relationships in the business you lead.
• Deliver proactive tax planning, structuring, asset protection and succession.
• Build a team that people want to join and stay with mentoring and study support.
• Represent the firm in communities and support causes our people care about.
• Own the profit and loss of the business you lead.
• Set standards on deadlines and clear, no-surprises communication.
• Review and sign off complex work across entities including tax matters.
• Uphold professional standards and risk framework without exception.

Skills

Leadership

Client relationship management

Strategic business planning

People development

Education

CA qualified (CA ANZ)

Registered Tax Agent

Tools

MYOB AE

APS

HowNow

Active Ledger

Xero

QuickBooks

Job description

About Kelly+Partners

• Top 20 accounting firm in Australia.
• Certified Great Place to Work, three years running.
• Winner of the Australian Business Awards for Employer of Choice 2022.
• Awarded one of Australia's Best Workplaces for Women 2023.
• Established in 2006 and growing at over 30 percent per annum.

The Opportunity

This is an opportunity to lead your own business within Kelly+Partners, under our Partner-Owner-Driver model. You will hold genuine equity in the business you build, set the direction for your clients and your team, and draw on the technical bench and support of an ASX-listed Top 20 firm.

We have Partner opportunities across our national network, with a clear pathway from Partner through to Senior Partner. It is a genuine long-term proposition, backed by the scale and stability of a firm that keeps investing in the people who lead it.

Who We Are Looking For

We are looking for someone who already operates like an owner, even before holding equity. That means you price your own work, know your numbers, and take responsibility for the outcomes of your team without needing to be asked.

You are likely already running, or effectively running, a significant part of a practice, whether formally recognised as a Partner or not. This role gives you the equity, autonomy and support to do that in your own right.

If this describes the practice you have been building inside somebody else's firm, we would like to talk to you about doing it as your own.

Location and Relocation

Kelly+Partners has offices across Australia, with more opening as the firm grows. These opportunities are not tied to one fixed location, and where they sit will depend, in part, on the right person coming forward.

If relocation is something you are open to, we would encourage you to mention it. Support may be available depending on the role and location, and we are happy to discuss the options together.

Why Join Us?

• Equity ownership in a Top 20 accounting firm through our Partner-Owner-Driver model.
• Monthly tax and SMSF training, plus an international Partner group network and firm-wide learning programme.
• Modern, bright workplaces with state-of-the-art technology.
• Interstate retreat and company events.
• CA and postgraduate study support for you and for your team.
• Employee Assistance Program and paid Community Service Days.
• Relocation support for the right person.

What This Role Asks of You

We Want the Best for Others

• Own the significant client relationships in the business you lead, and set the standard for putting the client's interests first.
• Deliver proactive, forward-looking advice covering tax planning, structuring, asset protection and succession.
• Build a team that people want to join and stay in, with real mentoring, CA and postgraduate study support, and a genuine interest in the person, not just the professional side of the team member.
• Represent the firm in the communities we work in and support the causes our people and clients care about.

We Do What We Say

• Own the profit and loss of the business you lead, including revenue, margin and reinvestment.
• Set and hold the standard on turnaround times, deadlines and no-surprises communication, in both directions.
• Review and sign off complex work across companies, trusts, partnerships and self-managed superannuation funds, including Division 7A, capital gains tax, fringe benefits tax and international matters.
• Uphold professional standards, quality control and the risk framework without exception.

One Team, One Best Way

• Adopt the shared systems and best practice that let a well-run office deliver at a national standard.
• Contribute to the Partner group, monthly tax and SMSF training and firm-wide learning, and bring that back to your team.
• Grow the practice through referral networks and professional relationships, and support partnership and succession opportunities as they arise.
• Lead the office as one team, where the most experienced technical person and the newest graduate are held to the same standard of behaviour.

What You Bring

• 8+ years in Australian public practice, including at least 3 years at Manager or Senior Manager level, or experience as a practice principal.
• CA qualified through Chartered Accountants Australia and New Zealand; Registered Tax Agent status is highly regarded.
• A demonstrated record of owning, retaining and growing a client portfolio.
• Deep technical strength in tax, structuring and advisory for privately owned business groups, with SMSF experience valued.
• Proven ability to lead, coach and retain a team, and a genuine interest in the careers of the people you lead.
• Commercial judgement, and comfort with a profit and loss statement, pricing and managing work in progress.
• Proficient with practice management systems including MYOB AE, APS, HowNow, Active Ledger, Xero and QuickBooks, or a strong aptitude for learning new systems.
• Excellent communication skills, high attention to detail and strong organisational discipline.
• A willingness to relocate within Australia for the right opportunity, and the appetite to invest in the business you lead.
• Genuine alignment with our values: We Want the Best for Others, We Do What We Say, and One Team, One Best Way.