If you enjoy working closely with clients, thinking beyond compliance, and building trusted relationships, this could be the opportunity you’re looking for.
We’re looking for an experienced Manager to join our team and work with a portfolio of High Net Wealth [HNW] individuals, family groups, and SMSF clients.
We’re also open to strong Senior Accountants ready to take the next step into their first management role.
This is a niche role focused on tax, compliance, and strategic support for clients with complex personal and wealth structures.
If you’re looking for a role that combines technical depth, meaningful client relationships, and the opportunity to specialise further in SMSF and high-net-wealth client work, we’d love to hear from you.
You’ll work directly alongside one of our Directors, managing a select portfolio of HNW and SMSF clients, many of whom are former business owners with complex financial affairs.
This is a hands-on, client-facing role where relationships matter. Clients will know you, trust you, and come to you directly.
You’ll be supported to deepen your technical capability across personal tax and SMSF matters, while also developing your leadership and client management skills.
We don’t work in silos – you’ll be part of a collaborative team where knowledge is shared, and everyone contributes to great client outcomes.
- Manage a portfolio of HNW individuals, family groups, and SMSF clients.
- Deliver high-quality tax compliance, advisory, and strategic support across personal tax and SMSF matters.
- Work closely with a Director to deliver accurate and timely year-end financials and tax returns.
- Build strong, trusted client relationships and become their go-to advisor.
- Review work prepared by others, provide guidance and coaching, and support junior team development [level dependent].
- Identify opportunities to add value, improve client outcomes, and contribute to broader advisory discussions.
To be successful in this role, you’ll likely have:
- CA/CPA qualification.
- Experience in public practice accounting, with strong technical knowledge across personal tax, trusts, investment entities, and areas such as Div7A.
- Strong personal tax experience.
- SMSF experience is highly regarded, or a genuine interest in developing your expertise in this area.
- Strong attention to detail and pride in delivering quality work.
- Confidence communicating with clients and explaining complex matters in a practical way.
- A collaborative, down-to-earth approach to your work.
- Leadership experience, or a desire to grow in this area.
- And importantly – you enjoy building relationships and delivering a great client experience, not just processing work.
- A specialist role focused on HNW and SMSF client work.
- A high level of client exposure and relationship ownership.
- A collaborative team and direct support from experienced Directors.
- A mix of hands-on technical work and client engagement.
- A modern, vibrant office on James Street with flexibility where needed.
We’re a multidisciplinary business, meaning you’ll work alongside advisors, specialists, legal professionals, and other experts to deliver better outcomes for clients.
We value straight talk, strong relationships, and doing great work without unnecessary complexity.
You’ll be joining an officially certified Great Place to Work®, a recognition we’re proud of, but more importantly, something our people feel every day.
We also offer flexibility and genuinely support different working styles. If you need flexibility, we’re open to discussing what works.
Submit your resume and a short cover letter outlining your experience and interest in this type of client work.
Apply directly through the form below or email your application to [email protected]
We’re excited to hear from experienced Managers and Senior Accountants looking to take the next step in their career!
