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Job Title


Associate - Director - Review Role - Private Clients & HNW Family Groups


Company : Elite Pathways


Location : Sydney, Australia


Created : 2025-06-26


Job Type : Full Time


Job Description

Associate - Director - Review Role - Private Clients & HNW Family GroupsThis specialist boutique accounting firm in Sydney CBD is known for its ultra-high-net-worth clients. It specialises in managing the complex financial affairs of ultra-high-net-worth family groups and large complex structures. Due to continued growth, a new role has been created for a highly skilled, technical, and knowledgeable reviewer.This is not a typical client-facing, business development role. Instead, you will operate as the technical guru in the practice the trusted second set of eyes who ensures quality and accuracy at the highest level.You will:Review and oversee the work of highly experienced accountantsAct as the technical intermediary for Partners and staffProvide guidance and expertise across complex tax matters, structures, and compliance, offering feedback to the teamManage reporting and tax obligations for entities including high-net-worth family groups with private equity investments, listed and unlisted shares, SMSFs, and group structuresSkills and personal attributes:CA/CPA qualified (or equivalent)Extensive experience in business services, tax, and HNW clients, particularly with private family groupsProven experience with private equity, investment entities, and SMSFsFrom 15 years of tax and accounting experienceExceptional technical knowledge and a meticulous eye for detailStrong communication skills for internal liaison (not sales or business development)A calm, considered, and review-focused mindsetWhy Join Us:Work alongside respected professionals in a flat structureHigh-performing boutique firmEngage with genuinely complex and rewarding client workFocus on technical mastery no business developmentEnjoy flexibility, support, and the opportunity to influence the quality of output across the firmIf this opportunity interests you and you''d like to explore further, contact Rosealee@elitepathways.net or apply online.How do your skills match this job?Sign in and update your profile to get insights.Your application will include the following questions:Which of the following statements best describes your right to work in Australia?What''s your expected annual base salary?Do you have tax experience working with private equity investments?Do you have tax experience working with both listed and unlisted investments?Do you have experience with SMSFs?To help fast-track investigation, please include any other relevant details that prompted you to report this job ad as fraudulent, misleading, or discriminatory.Researching careers? Find all the information and tips you need on career advice. #J-18808-Ljbffr