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RecruitShop is representing a Canberra accounting and advisory firm delivering integrated tax and advisory services to business owners, high net worth individuals and private companies. The role focuses on owning client relationships, managing engagements from information gathering to completion, and delivering value across tax, accounting and advisory work.
You will work with a team that emphasises client-centric service, independence and flexibility while growing into more complex advisory
Our client is a long-established Canberra accounting and advisory firm. As part of a wider group, they advise business owners, high net worth individuals, families and private companies Australia-wide. Alongside bookkeeping, business and individual tax compliance and corporate registry services, they specialise in high-level advisory work, including estate and succession strategy, asset protection and structuring, and transaction structuring. They work closely with their superannuation and financial planning businesses to deliver truly integrated advice, not just tax.
Their culture is built on five core values: Team, Responsive, Inclusive, Balanced and Engaging. They hunt in packs rather than working in silos, and they back their senior people with genuine independence, flexibility and responsibility. When it counts, leadership protects both the team member and the client.
The primary purpose of this position is to manage a substantial portfolio of business clients and high net worth individuals. You will own each client relationship and lead every assignment from the first request for information through to completion and follow-up.
Some of your responsibilities will include:
The successful candidate will have: