Job details
| Location: | |
| Job Type: | Permanent |
| Discipline: | |
| Reference: | 1639586 |
| Posted: | 21 days ago |
Job description
Are you a Senior Accountant looking for more than just another Senior position?This is a genuine succession planning opportunity where you'll work directly alongside a Principal, become their 2IC, and progressively take ownership of a well-established $700K client portfolio over the next few years as part of a planned retirement strategy.
Following the recent acquisition of another successful accounting practice, this is a rare opportunity to step into a business that is growing, investing in its people and committed to developing future leaders.
The Opportunity
You'll work closely with the Principal, becoming a trusted advisor to a diverse client base while developing the commercial and leadership skills needed to eventually manage your own portfolio.
This isn't just about preparing tax returns—it's about building long-term client relationships, providing strategic advice and positioning yourself for genuine career progression.
About the Firm
Our client is a well-established, medium-sized accounting and financial services firm with offices across Sydney and Melbourne.
They provide a comprehensive range of services including:
- Business Advisory & Tax
- Financial Planning
- Mortgage Advice
- Wealth Management
- SMSF Advice
- Retirement Planning
- Estate Planning
- Business Consulting
Their client base is diverse, working with businesses across:
- Construction
- Manufacturing
- Retail
- Property Development
- Professional Services
- Fashion
- International Businesses
- Clients range from small growing businesses through to groups with turnovers exceeding $25 million.
Working as the Principal's 2IC, you'll:
- Help to manage a portfolio of business services clients
- Build trusted relationships and become the main point of contact
- Prepare and review financial statements and tax returns
- Provide tax planning and business advisory services
- Attend client meetings and develop your commercial advisory skills
- Mentor junior team members
- Play an important role in the firm's long-term succession plan
We're looking for someone who:
- Has 4+ years' experience within Australian Public Practice
- Is CA or CPA qualified
- Enjoys building long-term client relationships
- Wants to move into a genuine leadership position
- Is proactive, commercially minded and looking for a long-term home
- Genuine succession planning opportunity
- Become 2IC to an experienced Principal
- Opportunity to inherit a $700K client portfolio
- Client-facing advisory work
- Hybrid working after probation
- Flexible working hours by discussion
- Modern cloud-based systems (Xero, Xero Practice Manager & Salesforce)
- Bi-monthly technical training
- TaxBanter training resources
- Annual salary reviews
- Performance bonus program
- Opportunity to contribute ideas and help shape the direction of the business
- Collaborative, supportive culture with regular social events and annual off-site days
Opportunities like this are incredibly rare.
If you've been waiting for a role that genuinely offers ownership, client relationships, leadership exposure and a clear pathway to running a substantial portfolio, we'd love to hear from you.
Apply now or contact us for a confidential discussion.
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