The Firm
Join a growing accounting firm with approximately 60 staff and an established offshore team. With growth driven by acquisitions and a fee revenue target of $13–15 million, the firm is building its next generation of leaders.
Teams work collaboratively across the practice, supported by a strong investment in training and a culture that puts people first. You’ll have direct access to all partners and a meaningful voice in how the firm develops.
The Role
You’ll take ownership of an established fee portfolio of approximately $1.5 million
, working with SMEs and private groups across compliance, tax planning and an expanding range of advisory services.
Leading a team of senior, intermediate, junior and offshore staff, you’ll oversee client relationships, guide technical work and support your team’s development. The position forms a key part of the firm’s succession planning, with a clear pathway towards Director or Partner for a high performer.
Key Responsibilities
- Act as the primary contact for your client portfolio, leading meetings, tax planning and structuring discussions.
- Review and sign off on work across companies, trusts, partnerships and individuals, including BAS/IAS, GST, Division 7A, CGT and some FBT matters.
- Coordinate onshore and offshore workflow, allocate engagements and monitor budgets and cost of resources.
- Maintain technical quality and ensure work is delivered within agreed timeframes.
- Mentor team members and contribute to internal technical training.
- Identify opportunities to provide additional advisory support to existing clients.
- Contribute to firm strategy, recruitment and process improvement.
About You
You’re an experienced Business Services and Tax professional who can combine technical oversight with strong client relationships and effective team leadership.
You’ll bring:
- CA or CPA qualifications.
- Experience at Manager, Senior Manager or Associate Director level within Business Services and Tax.
- Strong technical knowledge across SME and private group compliance, including Division 7A, CGT and trusts.
- Proven experience reviewing team members’ work and managing a substantial fee portfolio, ideally $700,000 or more .
- Clear communication skills and confidence leading client conversations.
- The ability to manage workflow, budgets and competing priorities.
- A collaborative approach to leadership and a commitment to developing others.
Essential systems experience:
Xero Ledger, Xero Tax and MYOB AE Practice Manager.
What’s on Offer
A clear pathway to Director or Partner
Join a firm where succession planning creates a tangible opportunity for progression.
Flexibility built into the working week
Access a nine-day fortnight option and two work-from-home days, with Tuesdays spent in the office for training.
A culture that backs its people
Work in a team-first environment where training is a priority and the firm is prepared to walk away from clients who treat staff poorly.
Direct access to the partners
Work closely with the leadership team and contribute to decisions about the firm’s growth, people and processes.
Interested? Let’s Talk.
Apply with your CV for a confidential conversation about the opportunity.
Rezonate Recruitment welcomes applications from people of all backgrounds. If you need any adjustments during the recruitment process, please let us know.
