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• Lead client relationships with a prestigious portfolio of high-net-worth individuals
• Join a respected, specialist financial services firm with a national reputation
• Accelerated career path – work alongside Partners as their 2IC
• Play a key role in a collaborative, forward-thinking leadership team
• Attractive salary package and long-term growth opportunity
About the Firm
This well-regarded and long-established financial services business delivers tailored tax, lending, and wealth solutions to a highly specialised client base. With a strong reputation for excellence and a deeply client-centric model, they are poised for their next phase of growth. The team is known for its integrity, technical capability, and genuine collaboration across service lines.
This role sits at the heart of the firm's private client division – a fast-paced and commercially focused unit. You'll work closely with the leadership team to build on existing success, and you'll be supported by a culture that rewards initiative, loyalty, and results.
Your New Role
You'll take on a strategic 2IC position, stepping into long-standing relationships and becoming a trusted advisor to some of the firm's most important clients.
This isn't a back-office technical role - you'll be client-facing from day one and will play a key part in the firm's ongoing success.
Key Responsibilities:
• Seamlessly transition and nurture a portfolio of established HNW/UHNW clients
• Provide sophisticated tax advice across complex structures, family groups, and intergenerational wealth
• Collaborate with wealth and lending advisors to deliver holistic, end-to-end solutions
• Contribute to business development and firm-wide strategy
• Mentor junior team members and lead by example
• Work closely with Partners and have a seat at the leadership table
What You Bring
• Strong background in tax advisory with complex private client structures
• A passion for relationship management and strategic thinking
• Confident, solutions-focused, and commercially savvy
• Excited by the opportunity to grow into a future Partner-level role
If you're looking to step into a genuine leadership position with scope, support, and purpose – this is it. You'll be joining a firm that values people, performance, and partnership.
This is a great opportunity for a tax professional seeking long-term stability and the chance to invest in their future. Interested? Click the link to apply
About Us | Godfrey Group - Wealth Management Recruitment
We're a boutique Wealth Management recruitment firm with over 15 years' experience in financial services. Our goal is to match your skills, personality, and ambitions to the best roles with trusted business partners. Benefit from our ethos of transparency and market insight.
For more roles and career advice, visit: www.godfreygroup.com.au
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Accounting/Auditing and Finance
* Industries
Accounting and Financial Services
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