Director

• Take over from a retiring Partner in 2-4 years
• Take over approx $1.5m in fees through the transition 
• Earn circa $250k i n your first year as Partner

Firm Details:

This is a medium-sized firm in Newcastle with multiple partners. They are very well respected for their strong technical expertise particularly in relation to business advisory and value-add work. The firm has some very large clients with turnovers up to $150m and receives many referrals as a result of their expert advice and ability to help companies at all stages in their life-cycle achieve business success. These ongoing referrals accompanied by their personalised approach and strong relationships with their clients has resulted in rapid and continued growth for the firm.

In order to cater for their growth, the firm has recently purchased a brand new, large and modern office. This new office will not only allow new hires to be made but will also allow the firm more space for client meetings, staff training and more team focused meetings. Their office space reflects their commitment to technology and accessibility to partners with a contemporary decor and open-plan set up. The firm boasts an impressive service offering whilst still maintaining a more relaxed and flexible work environment. 

Training for staff at all stages of their careers is something which this firm firmly believes in. They spend a significant amount of time and money on training their staff and sending them on training courses. The firm takes pride in its investment in its people. This heavy focus on training not only ensures that staff are able to give the best level of service and value-add advice but also allows staff to continually develop and progress.


 
Role Description:

As a result of this outstanding growth and the pending retirement of a current Partner, the firm is seeking a strong Business Services Manager or Senior Manager who is ready to take the next step to Partnership within the next two years. 

• Manage a portfolio between $1-1.5m in fees - can also start with a fee base of around $700k-$1m
• Engage in some Business Development and have community involvement 
• Act as a strategic advisor to clients on a range of business issues
• Provide high level tax advice
• Manage a team of 4-6 staff
• Commitment to the overall strategy of the firm

The ideal candidate for this role will have:

• CA or CPA qualification
• Over 7 years experience in professional practice
• The ability to manage a team
• Experience in managing a portfolio of clients

 

Additional Benefits:

• Work for a progressive and growing firm
• Existing client base – there is no expectation to bring in new work
• Enjoy quality clients and around 40% advisory work
• Manage a team of motivated professionals
• Opportunity for equity within the next two years
• Firm promotes flexibility for all its people
• Free parking

Please all Kate Stephenson on 0434 529 723 for more information or email katestephenson@future-you.com.au