The Opportunity

Our client is a highly regarded boutique accounting and advisory firm seeking an experienced Senior Manager or Associate Director to join their leadership team. This is a genuine succession opportunity with a clear pathway to Equity Partnership within 2–3 years (or potentially sooner) for the right individual.

This position offers the opportunity to take ownership of a substantial client portfolio, lead and mentor a high-performing team, and play a key role in the continued growth of the practice.

Key Responsibilities

• Manage a diverse portfolio of medical professionals, high-net-worth individuals, automotive groups, and SME clients.
• Deliver high-level tax planning, business advisory, and strategic consulting services.
• Review complex compliance work across Business Services and SMSF engagements.
• Lead client meetings and become a trusted advisor to key clients.
• Mentor, train, and develop accounting staff.
• Manage workflow, resource planning, and team performance.
• Work closely with the Partners on practice growth initiatives and succession planning.

Client Portfolio

• Majority medical and healthcare professionals.
• Significant automotive dealership clients, including large multi-entity groups.
• SME businesses across a range of industries.
• High-net-worth individuals and family groups.
• Approximately 45 SMSFs requiring review oversight.

The Team
You will work closely with an established leadership team and oversee a dedicated team consisting of:

• 3 Accountants
• 1 Bookkeeper
• 1 Administration Officer

The firm promotes a collaborative environment where senior staff remain hands-on and accessible, providing strong support and mentoring across all levels.

About the Firm

• Established boutique accounting and advisory practice with a strong reputation in the market.
• Approximately 14 staff across Business Services, Administration and Leadership.
• Consistent year-on-year growth.
• Strong focus on advisory services and client relationships.
• Significant investment in staff development and technical training.
• Flat organisational structure with direct access to leadership.

Culture & Benefits

• Genuine pathway to Equity Partnership.
• 2 days work-from-home flexibility.
• Strong mentoring and leadership support.
• Weekly technical and professional development training.
• Social and collaborative team environment.
• Modern offices with secure parking options available.
• Exposure to sophisticated client groups and advisory engagements.

Technology

• Xero
• Class

Ideal Candidate

• CA or CPA qualified.
• Proven experience in a Senior Manager or Associate Director capacity within public practice.
• Strong technical tax and business advisory skills.
• Experience reviewing SMSF compliance work.
• Leadership and mentoring experience.
• Aspirations towards practice ownership and partnership highly regarded, although not essential.

Salary
Competitive remuneration package negotiable based on experience, with a clear pathway to future equity participation.

Why Apply?

This is an outstanding opportunity to join a progressive firm that invests heavily in its people. If you're looking for more than compliance work and want a clear pathway into advisory, professional development, and long-term career progression while maintaining work-life balance, this role offers the ideal next step.

To Apply

If you are interested in this opportunity and would like to find out more, then please contact Ashley Gentz for a confidential discussion.

• Office: 07 3229 8020
• Mobile: 0487 691 862
• Email: ashley@bentleyrecruitment.com.au 
• LinkedIn: linkedin.com/in/ashley-courtney-gentz-22a032215