Wealth Advisory Senior Manager — Path to Partnership

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

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.