Private Client Director — Path to Equity

Marlow Recruitment; Melbourne; On-site; AUD 180,000 - 280,000; Full time

Job summary

Melbourne Chartered Accounting Firm is seeking a Salaried Director to lead an established private client portfolio, including ultra-high-net-worth individuals, family offices and complex owner-managed groups. You’ll join a well-regarded practice with a clear pathway to equity and a focus on client leadership from day one.

You’ll manage business services and advisory engagements, mentor the team, and work with senior Directors on strategy and succession planning within a collegial, long-standing

Qualifications

• Senior experience advising private groups, family offices or entrepreneur-led businesses.
• Strong technical and commercial capability across compliance, structuring and advisory.
• Experience managing senior client relationships with confidence.
• CA ANZ and Tax Institute memberships.

Responsibilities

• Take responsibility for the established portfolio of private clients.
• Lead business services and advisory engagements including tax and structuring.
• Act as trusted adviser to business owners across their personal and business affairs.
• Collaborate with Directors on client strategy, team leadership and growth.

Skills

Senior experience

Private groups

Family offices

Entrepreneur-led businesses

Education

CA ANZ membership

Tax Institute membership

Job description

Salaried Director (Pathway to Equity) - Chartered Accounting Firm

Take responsibility for an established portfolio of ultra-high-net-worth individuals, family offices and complex privately owned groups from day one. You'll be stepping into an established book rather than building from scratch.

This is a Salaried Director role with a long-established, highly regarded Melbourne chartered accounting firm with a loyal, high-calibre private client base. The Directors are actively planning the firm's medium-term succession and are appointing a Salaried Director now to take on client leadership and be part of what comes next, with a credible pathway to equity within a realistic timeframe.

Key responsibilities

Take responsibility for an established portfolio of ultra-high-net-worth individuals, family offices and complex privately owned groups

Lead business services and advisory engagements, including compliance, structuring, tax and strategic advice for private groups

Act as the trusted adviser to business owners and families across their business and personal affairs

Work alongside the existing Directors on client strategy, team leadership and the development of the practice

Mentor and develop the next generation of the team

About you

Senior experience in business services advising private groups, family offices or entrepreneur-led businesses gained in a Big 4, mid-tier or a well-regarded boutique chartered accounting firm

Strong technical and commercial capability across compliance, structuring and advisory

Experience managing senior client relationships with confidence

CA ANZ membership

Tax Institute membership

An interest in growing a portfolio and building referral relationships

About the firm

Our client is a long-established, highly regarded Melbourne chartered accounting firm with a loyal, high-calibre private client base. Its Directors are actively planning the firm's medium-term succession.

Salaried Director title and package

A structured pathway to equity aligned with the firm's succession plan

Direct access to decision-makers and far less red tape than larger firms

A stable, collegiate and family-friendly culture

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