Senior Associate Partner – Business Advisory (Part-Time)

perpetual; Melbourne; Hybrid; AUD 150,000 - 200,000; Part time

Benefits offered by this job

Wellbeing allowance

Study support

Flexible work options

Job summary

Fordham, part of Perpetual Wealth, is seeking an Associate Partner in a senior client and people leadership role. The position is a 0.6 FTE job-share with a hybrid office/work-from-home setup, designed to balance high-level advisory work with life outside of work.

You will manage relationships with private business owners, lead accounting, tax and business advisory services, and support the Lead Partner in achieving team objectives.

Qualifications

• Tertiary qualification in Accounting, Finance, Commerce or a related discipline.
• CA ANZ or CPA qualification, or equivalent professional accreditation, in good standing.
• Extensive experience in chartered accounting, taxation and private business advisory at Senior Manager, Director or an equivalent leadership level.
• Demonstrated experience managing complex engagements and a portfolio of private business clients.
• Proven people leadership capability, including coaching, developing and overseeing professional staff.
• Strong commercial acumen and experience contributing to business development, referrals, professional networks or the expansion of existing client relationships.

Responsibilities

• Manage a portfolio of private business clients, acting as a trusted adviser and providing practical, commercially focused advice across accounting, taxation, business planning, structuring, benchmarking and succession.

Skills

Client relationship management

Leadership

Business development

People coaching

Education

Accounting/Finance/Commerce degree

CA ANZ or CPA qualification

Job description

Fordham, part of Perpetual Wealth, is seeking an Associate Partner in a senior client and people leadership role. The position is a 0.6 FTE job-share with a hybrid office/work-from-home setup, designed to balance high-level advisory work with life outside of work.

You will manage relationships with private business owners, lead accounting, tax and business advisory services, and support the Lead Partner in achieving team objectives.