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Private client leadership professional

Sydney
beBeeLeadership
Posted: 25 August
Offer description

Senior Leadership Position in Private Clients

We are seeking a highly skilled and experienced professional to lead our Private Clients, Accounting & Tax team.


About the Role

* Oversee a portfolio of high-net-worth individuals and family groups, managing accounting and tax compliance engagements.
* Deliver tailored financial and management reports to private clients.
* Manage and support a team of accountants, including coaching, mentoring, and performance reviews.

Key Responsibilities:

* Monitor work progress against key performance indicators such as financial targets and ATO lodgements.
* Maintain high technical standards while managing multiple concurrent assignments.
* Drive quality client service through proactive communication and issue resolution.

About You:

* Chartered Accountant or Certified Practicing Accountant qualification and a relevant degree.
* 7+ years experience in a practice firm, dealing with large privately owned clientele.
* Strong technical accounting and tax skills.
* Excellent communication and interpersonal skills.
* Proven ability to manage and develop team members.

Benefits:

* A supportive team culture with structured learning and development pathways.
* A flexible hybrid work model.

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