Director/ Junior Partner – Business Services & Advisory
Location: Northern Beaches Location | Pathway to Equity
* 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
The Role
This is a rare opportunity to step into a senior leadership role within one of the largest and most progressive firms on the Northern Beaches. The position will suit someone ready to transition to equity within the next 12–18 months, managing a $1M+ client book and playing a key role in the firm’s next phase of growth.
You will manage a portfolio of established business clients (some with up to $50M turnover), providing strategic tax and advisory services, business structuring, and succession planning. The team has 2 very senior employees who have been with the business for 15+ years, an assistant, with offshore assistance in the Philippines and admin support.
Key responsibilities will include, but not be limited to:
Advisory & Consulting
* 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.
Client Engagement & Onboarding
* Qualify prospects; set scope, fees, and timelines.
* Lead smooth onboarding processes and manage client expectations.
* Ensure clear, proactive communication with clients.
Business Development
* 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).
Portfolio Leadership & Review
* Set budgets, manage WIP, and review files.
* Coach team members and improve processes.
About You
* 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.
Culture & Perks
* 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
Tech Stack
KloudConnect | NowInfinity | Class Super | Active Ledgers | Active Workpapers | XERO | MYOB | ATO Mate | QuickBooks
Why This Firm
The partners are forward-thinking and genuinely open to change, investing heavily in systems, technology, and people. They’re looking for a like-minded leader ready to help shape the firm’s future. If you have the ambition to progress, lead, advise, and build lasting client relationships, this is the ideal platform for your next chapter.
Apply – Apply now using the link provided. For further information, please contact Sam – samantah@charterhouse.com.au
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