Partner - Business Services & Tax

Charterhouse; Sydney; On-site; AUD 350,000 - 550,000; Full time

Benefits offered by this job

Equity pathway

Established client platform

Job summary

Charterhouse partners with an established Sydney chartered accounting and advisory firm to appoint a confident Business Services & Tax Partner or Director, with a pathway to Partner. The role demands leadership of a growing portfolio, mentoring a skilled team and driving strategic growth within the firm.

The successful candidate will bring CA/CPA qualifications, broad Tax and Private Client experience, and a strong Sydney network, ready to expand the firm’s advisory and ownership journey.

Qualifications

• CA or CPA qualification.
• Significant experience in an Australian Chartered Accounting environment.
• Strong Business Services, Private Client and Tax Advisory experience.

Responsibilities

• Lead and develop relationships with privately owned businesses, family groups, HNW clients and complex corporate groups.
• Advise clients across tax, structuring, succession, transactions and broader commercial matters.
• Take ownership of a portfolio and its ongoing growth.
• Lead, mentor and develop a capable accounting team.
• Work alongside an established Partner group with complementary technical and industry expertise.
• Play an active role in the strategic direction and growth of the firm.
• Develop new business and leverage existing referral networks.
• Build out specialist, industry or advisory capability around your own strengths.
• Participate in succession planning and future leadership of the business.
• Access a genuine equity pathway/ownership opportunity.

Education

CA or CPA qualification

Job description

Partner - Business Services & Tax Sydney

Established Accounting & Advisory Firm | Confidential Search

Charterhouse is partnering with an established and highly regarded Chartered Accounting and Advisory firm in Sydney on a confidential Partner-level appointment.

This is an opportunity for an experienced Business Services/ Tax Partner or Director with a pathway to Partner who is looking for more than simply a change of firm.

The business has an established client base, strong infrastructure and a highly capable team, with a genuine appetite to continue growing its private client and advisory offering.

The opportunity could suit an established Partner considering where they want to spend the next stage of their career, or a commercially strong Director who has reached the point where they are ready for Partnership but doesn't have a sufficiently clear pathway internally.

The opportunity

• Lead and develop relationships with privately owned businesses, family groups, HNW clients and complex corporate groups
• Advise clients across tax, structuring, succession, transactions and broader commercial matters
• Take ownership of a portfolio and its ongoing growth
• Lead, mentor and develop a capable accounting team
• Work alongside an established Partner group with complementary technical and industry expertise
• Play an active role in the strategic direction and growth of the firm
• Develop new business and leverage existing referral networks
• Build out specialist, industry or advisory capability around your own strengths
• Participate in succession planning and future leadership of the business
• Access a genuine equity pathway/ownership opportunity

Who we're looking for

We're interested in speaking with experienced professionals at Partner orDirector level within public practice.

Ideally, you will bring:

• CA or CPA qualification
• Significant experience within an Australian Chartered Accounting environment
• Strong Business Services, Private Client and/or Tax Advisory experience
• An established network within the Sydney market
• Experience managing senior client relationships and complex engagements
• Commercial acumen and an ability to identify opportunities beyond compliance
• A track record of developing people and building high-performing teams
• An interest in contributing to the broader growth and direction of a firm

Why consider a move?

At Partner level, a move generally needs to offer something materially different.

For some, that's greater autonomy and influence. For others, it's a better equity model, stronger infrastructure, access to larger clients, succession certainty or the ability to build something without the restrictions of some firms.

This opportunity can offer:

• Genuine equity and long-term ownership potential
• An established platform rather than having to build from scratch
• Strong existing client relationships and recurring revenue
• Experienced Partners and senior leadership around you
• A capable team and infrastructure to support growth
• Scope to shape your own practice and market position
• Greater influence over the future direction of the firm
• Flexibility around how the opportunity is structured for the right individual

This search is being handled confidentially, and initial conversations can be held without disclosing your details to the firm.