Assistant Manager, Fordham
Perpetual · Sydney
More time off for the things that matter - up to 6 weeks' leave annually
Work where we work best - hybrid office/work-from-home environment
Work closely with leading business owners and complex private client groups across a broad range of advisory, tax and business services engagements
About Fordham
At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business. We have a national footprint, with our teams working in top-grade CBD offices in Melbourne, Sydney, Brisbane and Perth.
Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.
We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.
About the role
We are seeking an experienced Assistant Manager to join our Sydney team, who will manage a portfolio of clients, while supporting Partners across business performance, corporate advisory, structuring, wealth and asset protection engagements. This role offers the opportunity to take ownership of client relationships, review complex compliance work, and mentor junior team members in a collaborative and high-performing environment.
Role responsibilities include:
Assist Partners with business performance, tax advisory, corporate advisory, structuring, wealth and asset protection engagements.
Provide tax advice and consulting services relevant to business owners, wealthy families and their investment structures
Manage a designated client portfolio, including scoping client requirements and overseeing delivery.
Set budgets and delivery timelines, manage fees and out-of-scope requirements.
Supervise, coach and delegate work to junior team members.
Review financial statements and tax returns for individuals, partnerships, trusts, companies and SMSFs.
Support business development activities through networking and identifying opportunities to add value to clients.
About you
Bachelor’s degree and completion of CA or CPA qualifications.
Approximately 6+ years’ experience within an Australian Chartered or CPA accounting firm.
Chartered Tax Adviser, Masters of Tax or studying towards these qualifications would be highly regarded.
Demonstrated experience managing client relationships and leading complex engagements.
Strong technical knowledge across Division 7A, GST, CGT, FBT and Self-Managed Superannuation Funds.
Experience coaching staff and managing workflow and priorities across a team.
Excellent communication skills with the ability to influence, build trusted relationships and deliver outstanding client service.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year.
An annual allowance to empower you to prioritise your personal wellbeing.
Study support and commitment to supporting professional development.
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Please note, Fordham is a specialist part of Perpetual Wealth. When you hit apply, you will be taken to the Perpetual careers portal.