Associate Partner, Fordham

• Part-time 0.6 FTE job-share arrangement

• Progress your career in a senior client facing leadership role

• Hybrid office/work-from-home environment

About Fordham

At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business.

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.

Fordham is part of Perpetual Wealth. As part of an exciting new chapter, Perpetual Wealth will soon become a standalone business as part of the recently announced acquisition by Bain Capital. This creates a unique opportunity to join a business focused on growth, innovation, and delivering exceptional outcomes for clients.

About the role

As an Associate Partner at Fordham, you'll be a senior client and people leader within the private business advisory practice. You will manage and develop relationships with private business owners and families, lead the delivery of high-quality accounting, tax and business advisory services, and support the Lead Partner in achieving the team’s commercial, client and people objectives. This role is offered as a part-time 0.6 FTE job share, enabling you to continue to build your career while also having time and space for your life outside of work.

Role responsibilities include:

• Manage a portfolio of private business clients, acting as a trusted adviser and providing practical, commercially focused advice across accounting, taxation, business planning, structuring, benchmarking and succession.

• Lead client engagements, maintaining proactive communication and ensuring agreed deliverables and commitments are met.

• Contribute to practice growth by deepening client relationships, identifying service opportunities and supporting new-business conversion, proposals and client onboarding.

• Manage portfolio performance across engagement scope, budgets, fees, work in progress, recoverability and write-offs.

• Lead, coach and develop team members while overseeing workflow, resource allocation and capability development.

• Apply advanced technical expertise, provide quality assurance and manage client, engagement and delivery risks in accordance with professional standards and firm requirements.

About you

• Tertiary qualification in Accounting, Finance, Commerce or a related discipline.

• CA ANZ or CPA qualification, or equivalent professional accreditation, in good standing.

• Extensive experience in chartered accounting, taxation and private business advisory at Senior Manager, Director or an equivalent leadership level.

• Demonstrated experience managing complex engagements and a portfolio of private business clients.

• Proven people leadership capability, including coaching, developing and overseeing professional staff.

• Strong commercial acumen and experience contributing to business development, referrals, professional networks or the expansion of existing client relationships.

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.

About Us

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Our People

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.

Our History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.