Director/ Junior Partner - Business Services & Advisory

Job description

• Established firm with 40+ years of history, 2nd + 3rd generation clients 
  
  
• Genuine opportunity to buy in and become an equity Partner as part of a succession plan
  
  
• 30 staff | 4 equity Partners | 2 Partners in Accounting
  
  
• Modern Northern Beaches office
  
  
• Offering a full suite of services, including tax, business advisory, financial planning, mortgage broking, and SMSF

• Run planning meetings, tax planning, and quarterly/annual reviews.
• Provide advice on structure, cashflow, KPIs, funding, CGT/Div 7A/FBT/GST, and growth
  planning.
• Spot problems early; present solutions clearly.

• Qualify prospects; set scope, fees, and timelines.
• Lead smooth onboarding processes and manage client expectations.
• Ensure clear, proactive communication with clients.

• Build a personal pipeline via referrals, COIs, and events.
• Convert leads with clear proposals and value stories.
• Cross-sell services (advisory, bookkeeping, payroll, FP, SMSF).

• Set budgets, manage WIP, and review files.
• Coach team members and improve processes.

• 10+ years of experience in practice with CA, CPA or IPA Qualification 
  
  
• Proven experience managing a client portfolio and leading a team
  
  
• Commercially minded with the ability to engage clients, identify opportunities, and bring in new work
  
  
• Confident in providing advisory, structuring, and cash flow guidance
  
  
• Strong communicator who builds genuine client and team relationships
  
  
• Ambitious with aspirations to become an equity partner 
  
  
• Has an owner mindset, accountable, hands-on, and willing to go the extra mile. 

• Team-focused, supportive, and relaxed environment
  
  
• Regular social events include monthly team lunches, Friday lawn bowls, and internal challenges with their own quirks that set them apart. 
  
  
• Diversity and inclusiveness at the heart of the team - Over 10 languages spoken across the office
  
  
• Regular training and professional development: Knowledge Shop, NTAA, Advisers Digest, Slipstream Coaching, and more
  
  
• Strong focus on collaboration between accounting and financial planning teams