Associate Partner, Fordham
Core
Senior client and people leader managing private business owners and families, delivering accounting, tax, and business advisory services.
Role type
Senior IC business advisory partner
Builds
High-quality accounting, tax, and business advisory services for private business owners and families
Domain
Professional services / Accounting / Taxation / Business Advisory
Deliverable
client delivery
Required skills
Private business advisory, accounting, taxation, client portfolio management, people leadership, commercial acumen, business development, quality assurance, risk management
Preferred skills
CA ANZ or CPA qualification, extensive experience at Senior Manager/Director level, coaching and development expertise
Technologies
N/A
Responsibilities
Manage a portfolio of private business clients providing advice on accounting, taxation, business planning, structuring, benchmarking, and succession; Lead client engagements ensuring deliverables are met; Contribute to practice growth through new-business conversion and client onboarding; Manage portfolio performance including budgets, fees, and work in progress; Lead, coach, and develop team members; Apply advanced technical expertise and manage delivery risks