
Executive Portfolio Leader
2 weeks ago
About the role: We are seeking a senior manager to take on a key leadership position, leading a team of four and managing a portfolio.
The ideal candidate will have public practice experience with client management, be confident in reviewing complex work, and skilled in tax compliance and business advisory.
- Manage client relationships and lead meetings.
- Review complex tax and business advisory work.
- Mentor and support intermediate and junior staff.
- Liaise with offshore support for prep and bookkeeping.
- Analyse complex financial data to deliver practical client solutions.
Skill and experience requirements include:
- CA or CPA qualified.
- Public practice experience with client management.
- Confident reviewing complex work.
- Skilled in tax compliance and business advisory.
- Values humility, leadership and continuous growth.
Benefits include:
- Working from home two days per week.
- Leading your own team and portfolio.
- No business development expectations.
- Long-term profit-sharing potential.
- On-site parking.
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