Are you an experienced public practice accounting professional looking for a leadership opportunity with a future pathway to Partnership? This is a rare opportunity to join a highly regarded boutique accounting and wealth firm, servicing a premium portfolio of high-net-worth individuals and SME clients.
About the Firm:
Our client is a well-established boutique accounting and wealth advisory firm based in Brisbane. Known for their client-centric approach and high-calibre clientele, they provide tailored tax, compliance, and business advisory services. With a strong focus on quality, innovation, and long-term relationships, they are offering a unique opportunity for an ambitious professional to step into a key leadership role.
The Role:
As the Tax & Business Advisory Manager, you will take ownership of a $500K fee base comprising high-net-worth individuals and SMEs. This role offers a mix of hands-on compliance work alongside strategic advisory services to drive business success for your clients. Key responsibilities include:
Manage and grow a portfolio of HNW individuals and SME clients.
Deliver high-quality tax compliance, business advisory, and strategic planning solutions.
Provide leadership and mentorship, with future opportunities to expand and manage a team.
Work closely with the firm’s partners to drive business growth and client success.
Streamline internal processes and ensure exceptional client service delivery.
Support and collaborate with an administration all-rounder to enhance efficiency.
Manage SMSF (Self-Managed Superannuation Fund) compliance and advisory work.
What’s on Offer?
Pathway to Partnership: A clear 12–18-month transition plan.
Autonomy & Leadership: Take control of an established fee base and have the opportunity to build and shape your own team.
Premium Clientele: Work with a sophisticated client base requiring high-level strategic advice.
Supportive Environment: Join a forward-thinking, close-knit team that values expertise, innovation, and work-life balance.
About You:
To be successful in this role, you will have:
A registered Tax Agent's License or ability to attain one in the next 12 months
CA/CPA qualification with extensive experience in tax compliance and business advisory.
A proven track record of managing a diverse client base, ideally including HNW individuals and SMEs.
Experience with SMSF compliance and advisory would be highly regarded.
A proactive, strategic mindset with a focus on delivering value-driven advisory services.
Excellent communication and relationship management skills.
How to Apply: Click on APPLY and attach your resume. Alternatively, contact Richard Erikson (Director) for a confidential discussion:
