Senior Manager, Pathway to Partnership, High Net Wealth Business Advisory

Equity Partners Accountants Advisers; Sydney; On-site; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Direct exposure to owners

Equity opportunities

Professional development

Job summary

Equity Partners Accountants Advisers in Sydney CBD NSW is seeking an exceptional Senior Manager ready to pursue a partnership path. You will manage a portfolio of high net wealth clients and complex business groups while mentoring teams and shaping firm strategy.

You will bring CA or CPA credentials, extensive public practice experience, and a proactive, relationship-driven approach to drive client outcomes and profitability.

Qualifications

• CA or CPA qualification.
• Extensive experience in a public practice accounting firm.
• Strong knowledge of tax, business advisory and wealth creation strategies.
• Senior level commerce experience with exposure to private practice.
• Proven ability to manage complex client relationships.
• Demonstrated leadership and team development experience.
• Excellent communication and stakeholder management skills.
• Proactive mindset with continuous improvement focus.
• Ambition to progress to Partner level.

Responsibilities

• Manage and grow a portfolio of high net wealth clients and complex business groups.
• Develop trusted adviser relationships with clients and their networks.
• Identify opportunities to enhance client outcomes and firm profitability.
• Lead and mentor a team of accountants and support staff.
• Improve internal systems, workflows and firm-wide processes.
• Drive a culture of exceptional client service and professional excellence.
• Contribute to strategic planning and business development initiatives.
• Take an active leadership role in the future direction and growth of the firm.

Skills

Relationship building

Leadership

Stakeholder management

Commercial acumen

Mentoring

Education

CA or CPA

Job description

Senior Manager, Pathway to Partnership, High Net Wealth Business Advisory

Equity Partners Accountants Advisers – Sydney CBD NSW

Lead. Influence. Grow. Become a Partner.

Are you an exceptional Manager or Senior Manager looking for more than just your next role?

Our established and highly respected accounting and advisory firm is seeking a driven, commercially minded professional who is ready to take the next step towards partnership. Working with a portfolio of high-net-worth individuals, business owners, family groups and sophisticated investment structures, you will play a key role in shaping the future of our firm.

This is an outstanding opportunity for someone who enjoys building trusted client relationships, mentoring high-performing teams and driving operational excellence across all areas of a successful practice.

About the Role

As a Senior Manager, you will work closely with the Partners to:

Manage and grow a portfolio of high net wealth clients and complex business groups.

Develop trusted adviser relationships with clients and their professional networks.

Identify opportunities to enhance client outcomes and firm profitability.

Lead and mentor a team of accountants and support staff.

Improve internal systems, workflows and firm-wide processes.

Drive a culture of exceptional client service and professional excellence.

Contribute to strategic planning and business development initiatives.

Take an active leadership role in the future direction and growth of the firm.

About You

You are a natural relationship builder who combines technical expertise with commercial acumen.

You will ideally possess:

CA or CPA qualification.

Extensive experience within a public practice accounting firm.

Strong knowledge of tax, business advisory and wealth creation strategies.

Currently in commerce at a senior level, with some experience in private practice.

Proven ability to manage complex client relationships.

Demonstrated leadership and team development experience.

Excellent communication and stakeholder management skills.

A proactive mindset with a passion for continuous improvement.

Genuine ambition to progress to Partner level.

Why Join Us?

• We are not looking for someone to simply manage a client portfolio. We are looking for a future leader who wants to leave a lasting impact on our clients, our people and our business.
• Direct exposure to successful business owners.
• Opportunity to influence firm strategy and decision-making.
• Autonomy and flexibility within a collaborative environment.
• Strong administrative and technical support team.
• Ongoing professional development and leadership mentoring.
• Attractive remuneration package with future equity opportunities.