Associate Adviser at PARTALE

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

13 Jan, 26

Salary

0.0

Posted On

15 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Advisory Services, Client Management, Financial Statements, Tax Returns, Compliance, Relationship Building, Emotional Intelligence, Communication, Team Collaboration, Mentoring, Process Improvement, Time Management, Technology Utilization, Strategic Advice, Offshore Team Management, Continuous Improvement

Industry

Financial Services

Description

About Us We're a progressive accounting, tax, and advisory practice that helps shape a better future for businesses and families. Our focus is on your interests and ambitions and removing complications that inhibit your success and well-being. A focus on advice excellence, continuous improvement and capitalising on useful technology keeps us moving ahead. While relationships built on genuine interest, empathy and care develop valuable and lasting partnerships. This is the foundation of our team culture and drives our purpose of improving life for successful people. About the Role We're seeking a proactive and ambitious Associate Adviser to provide dedicated support to one of our senior Client Advisers. This is a unique opportunity to work one-on-one with a top-performing adviser who manages one of the largest and most complex client portfolios in the practice. You’ll play a pivotal role in delivering high-quality advisory services, managing offshore resources, and developing your career in a collaborative and forward-thinking environment. This role is ideal for someone who is ready to take the next step in their career, with a clear pathway to progression and exposure to high-value clients ranging from family offices to ultra-high-net-worth groups. Responsibilities · Provide high-quality support to a Client Adviser managing a portfolio of high-value and complex client groups. · Partner with a dedicated offshore accountant to ensure productivity, quality, and efficient delegation. · Assist in delivering strategic advice, managing compliance obligations (especially ATO activity statements), and maintaining strong client relationships. · Prepare and review financial statements and tax returns, including complex group structures. · Manage client communications and ensure timely follow-up on enquiries. · Mentor and oversee junior accountants, ensuring work is peer-reviewed, professionally presented, and meets firm standards. · Maintain accurate electronic records, file notes, and use firm-standard templates and workpapers. · Track daily time entries and workflow reports, meeting deadlines and maintaining an efficient level of productivity. · Stay current with tax legislation, rulings, and industry software; meet CPD requirements through ongoing training. · Support internal initiatives, contribute to service innovation, and recommend process improvements. · Foster a collaborative, positive team environment and actively participate in firm-wide projects. · Provide regular feedback to management and maintain a tidy, paper-light workspace. Your Experience · CA qualified with approximately 5 years of post-qualification experience, ideally in a Business Advisory setting. · Proven ability to manage complex client work and collaborate effectively with senior professionals. · Strong relationship-building, demonstrating strong emotional intelligence. · Confident and capable communicator with a proactive mindset. · Experience managing or working with offshore teams is highly regarded. · Candidates from mid-tier or Big 4 advisory backgrounds are strongly encouraged to apply. What Will Set You Apart? · A clear vision for your career and a desire for development. · Maturity and emotional intelligence to thrive in a high-performing, collaborative team. · Ability to manage complexity and contribute meaningfully to client outcomes. · Strong technical skills paired with a genuine interest in relationship management. · Alignment with our values of transparency, shared ownership, and trust. How to Apply Please submit an expression of interest by selecting the “apply now” button and completing the online application form. You will be required to provide references and proof of your right to work in Australia during the interview process. If you have any questions, please contact our Talent Partner cbaker@partaletalent.com.au No recruitment agencies, thank you.

Responsibilities

The Associate Adviser will provide high-quality support to a Client Adviser managing a portfolio of high-value and complex client groups. Responsibilities include delivering strategic advice, managing compliance obligations, and mentoring junior accountants.