Partner/Associate Partner - Business Services & Tax

Charterhouse; Sydney; On-site; AUD 180,000 - 280,000; Full time

Job summary

Charterhouse, an established Sydney CBD accounting firm, seeks a Partner or Associate Partner to take ownership of a newly acquired $1m client portfolio and drive its continued growth.

This is a leadership-focused opportunity to guide an existing portfolio and a team, while collaborating with the Partners to shape strategy and deliver high-quality client service to SMEs, high-net-worth individuals, family groups and international clients.

Qualifications

• Strong track record managing and growing a business services portfolio.
• Ability to build trusted, long-term relationships with business owners and high-net-worth clients.
• Experience leading teams and maintaining high standards of client service.
• Commercial awareness across portfolio profitability, workflow and business development.
• Entrepreneurial mindset and growth contribution to the firm.

Responsibilities

• Take ownership of an established $1m portfolio following acquisition.
• Lead and develop a team of accounting professionals, overseeing workflow and service delivery.
• Manage a diverse client base including SMEs, high-net-worth individuals, family groups and international clients.
• Strengthen client relationships while identifying advisory opportunities and portfolio growth.
• Collaborate with Partners on strategic direction and ongoing business success.
• Assume a commercially focused role with responsibility and impact.

Skills

Portfolio management

Team leadership

Client relationships

Business development

Strategic thinking

Job description

Partner/Associate Partner - Business Services & Tax

An established Sydney CBD accounting firm is seeking a Partner or Associate Partner to take ownership of a newly acquired $1m client portfolio and play a key role in its continued growth.

This is an opportunity for an experienced public practice professional to step into a significant leadership position, lead an established client portfolio and team, and work closely with the existing Partners in a collaborative, client-focused firm.
The Opportunity

• Take ownership of an established $1m portfolio following the acquisition of an accounting practice.
• Lead and develop an existing team of accounting professionals, overseeing workflow, service delivery and portfolio performance.
• Manage a diverse client base spanning SMEs, high-net-worth individuals, family groups and international clients.
• Strengthen existing client relationships while identifying opportunities for advisory services and further portfolio growth.
• Work directly with the existing Partners, contributing to the strategic direction and ongoing success of the business.
• Take on a commercially focused role with genuine responsibility and the opportunity to make a lasting impact.

An established Sydney CBD accounting firm is seeking a Partner or Associate Partner to take ownership of a newly acquired $1m client portfolio and play a key role in its continued growth.

This is an opportunity for an experienced public practice professional to step into a significant leadership position, lead an established client portfolio and team, and work closely with the existing Partners in a collaborative, client-focused firm.
The Opportunity

• Take ownership of an established $1m portfolio following the acquisition of an accounting practice.
• Lead and develop an existing team of accounting professionals, overseeing workflow, service delivery and portfolio performance.
• Manage a diverse client base spanning SMEs, high-net-worth individuals, family groups and international clients.
• Strengthen existing client relationships while identifying opportunities for advisory services and further portfolio growth.
• Work directly with the existing Partners, contributing to the strategic direction and ongoing success of the business.
• Take on a commercially focused role with genuine responsibility and the opportunity to make a lasting impact.

About You
You will be an established Partner, Associate Partner or senior public practice professional with the commercial acumen and leadership capability to manage a substantial portfolio and lead a team.
You'll bring:

• A strong track record managing and growing a business services portfolio.
• The ability to build trusted, long-term relationships with business owners and high-net-worth clients.
• Experience leading teams and maintaining high standards of client service.
• Commercial awareness across portfolio profitability, workflow and business development.
• An entrepreneurial mindset and the ambition to contribute to the broader growth of a firm.

Why Consider This Opportunity?
Join an established, close-knit accounting firm of approximately 18 staff, based in a prime Sydney CBD location. The firm prides itself on delivering personalised service, maintaining strong client relationships and fostering a hardworking, collaborative culture.
You'll have direct access to the existing Partners, a diverse and sophisticated client base, and the opportunity to take ownership of a significant portfolio while helping shape the firm's next stage of growth.