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About the Role
With a strategic focus on large family businesses, high wealth families and family offices, this Director role encompasses tax consulting, tax compliance, family governance and estate planning advisory services.
As a key leader within the practice, you will build and strengthen trusted client relationships, lead complex advisory engagements and work closely with Partners to drive sustainable growth across the client portfolio. You will play an active role in shaping the future of the practice through business development, people leadership and strategic initiatives.
We are looking to continue growing our team and expanding the value we deliver to clients through advice and support that extends beyond everyday accounting and compliance requirements.
Our role is to support your continued growth as a leader, adviser and trusted business partner through ongoing development across technical expertise, commercial acumen, business development, governance and people leadership, providing a clear pathway towards future leadership opportunities within the firm.
Responsibilities include:
Leading a portfolio of significant clients and acting as a trusted adviser to business owners, family groups and family offices
Developing deep client relationships and identifying opportunities to expand services and deliver additional value to clients
Leading strategic family and business discussions with clients, delivering commercially focused advice and solutions
Delivering complex advisory engagements across family governance, succession planning, business structuring, estate planning and tax matters
Working closely with Partners and other leaders to drive growth initiatives and strengthen the firm's presence in the market
Driving business development activities, including networking, referral relationships, thought leadership and identifying new opportunities
Taking accountability for the operational effectiveness, financial performance and sustainable growth of the team
Leading, coaching and developing future leaders while fostering a high-performing and inclusive team culture
Providing mentoring, guidance and technical support across the broader team
Overseeing the delivery of complex financial statements, tax returns and advisory engagements for large and sophisticated client groups
Reviewing significant client deliverables and providing technical guidance on complex tax and commercial matters
Providing specialist advice across a range of tax issues, including Division 7A, CGT, trusts, restructuring, succession planning and property matters
Driving collaboration across service lines to deliver integrated solutions and exceptional client outcomes
Managing engagement economics, including budgets, WIP, recoverability, pricing discussions and overall client profitability
Contributing to practice strategy by identifying market opportunities, emerging trends and growth initiatives
Qualifications & Experience Required:
Prior accounting experience within a public practice accounting or professional services environment
CA or CPA qualified
Demonstrated experience leading complex tax advisory and compliance engagements for privately owned businesses, family groups and high wealth clients
Proven ability to build trusted relationships with clients and act as a strategic adviser to business owners and senior decision-makers
Strong technical tax capability across a broad range of private client and business advisory matters
Track record of business…