Available

Exciting Partnership Opportunity for an Accountant in Sydney
Sydney, New South Wales

• Ref: 134971
• Salary: (not disclosed)

Join Forces with a Thriving Financial Planning Practice and Grow Together! Are you an ambitious accountant looking to expand your horizons and establish a successful accounting practice? Our client, a leading financial planning practice, is seeking a motivated accountant to partner with in Sydney. This collaboration presents a unique chance to grow and prosper in the financial industry while leveraging our client's extensive client base.

About Our Client:

Our client is a reputable financial planning practice with a solid track record and a team of three highly experienced partners. The firm has built an impressive clientele, offering comprehensive financial services to individuals and businesses alike. Currently, the firm employs 60 staff, including 12 planners, and serves 3,000 clients across its Sydney and Melbourne offices. While the firm has a small but dedicated accounting and tax division, it is keen to expand this with the help of a Chartered Accountant or CPA who is also a registered tax agent. The existing accounting fees, ranging from $250,000 to $300,000, are generated from a diverse portfolio of SMSFs, SMEs, and individual clients.

The Opportunity:

The ideal candidate for this partnership opportunity is an accountant who shares our client's commitment to excellence and client satisfaction. This collaboration will provide the accountant with access to our client's well-established financial planning client base, laying the foundation for a thriving accounting practice. Additionally, our client's partners are dedicated to contributing their expertise and resources to ensure the success and growth of the new accounting practice.

Benefits of Partnering with Our Client:

• Strong Client Base: Benefit from our client's loyal clientele, providing a solid starting point for your accounting practice.
• Growth Potential: Leverage our client's resources and industry connections for substantial growth opportunities.
• Expert Guidance: Gain valuable insights and support from our client's experienced partners to navigate the complexities of the financial services industry.
• Shared Values: Collaborate with a team committed to delivering exceptional service and maintaining the highest ethical standards.
• Enhanced Service Offerings: Combine financial planning services with your accounting expertise to offer a comprehensive suite of services, setting your practice apart from competitors.
• Collaboration Opportunities: Foster a collaborative environment with seamless integration between the financial planning and accounting practices.
• Established Brand: Align with a well-regarded brand, granting your accounting practice instant credibility and recognition in the market.

The Next Steps:

If you are an accountant in Sydney seeking a unique and rewarding partnership opportunity, we invite you to consider joining forces with our client. To express your interest and learn more about this offer, please contact Mark Witt CA for a confidential chat. You can schedule a call through his Calendly link, call 1300 722 452, or email mark@practiceexchange.com.au.