Equity Partner PermanentNEW
A growing and ambitious Accountancy Practice based in Cardiff is seeking an experienced and driven individual to join the firm as an Equity Partner. This is a rare and exciting opportunity to take a meaningful stake in a thriving practice with an established and loyal client base.
The incoming Equity Partner will play a central role in shaping the strategic direction of the firm, driving growth, and continuing to deliver the high-quality, client-focused service for which the practice is renowned. This is an ideal opportunity for a Senior Manager or existing Partner seeking greater autonomy, ownership, and the reward that comes with building something significant.
The Opportunity
- Acquire an equity stake in an established and profitable Cardiff-based accountancy practice.
- Work closely with the existing leadership team to set and deliver the firm’s strategic vision.
- Manage and grow a portfolio of SME and owner-managed business clients across a range of sectors.
- Lead service line development, identifying opportunities to expand the firm’s advisory and compliance offering.
- Drive new business development and build on the firm’s strong local reputation.
- Mentor and inspire a talented team, fostering a culture of excellence, development, and collaboration.
- Play a key role in succession planning and the long-term development of the partnership.
Duties and Responsibilities of the Equity Partner
- Overseeing the delivery of accounts, tax compliance, and advisory services to a broad client portfolio.
- Leading client relationships at the highest level, acting as a trusted adviser to business owners and directors.
- Reviewing and signing off complex accounts, tax computations, and advisory reports.
- Identifying and converting new business opportunities, including referrals, networking, and cross-selling.
- Contributing to the firm’s financial performance, including billing, WIP management, and profitability targets.
- Championing the adoption of cloud accounting technology and modern working practices.
- Representing the firm externally at networking events and within the local business community.
Requirements
- ACA or ACCA qualified, with substantial post-qualification experience within an accountancy practice.
- Proven track record at Senior Manager, Director, or Partner level within a practice environment.
- Strong technical knowledge across accounts preparation, corporation tax, and personal tax.
- Demonstrable experience managing and growing a client portfolio.
- Commercial acumen and an entrepreneurial mindset, with the ability to drive revenue and identify opportunities.
- Excellent leadership and people management skills, with experience of developing teams.
- Exceptional communication and relationship-building skills, with a confident, client-focused approach.
- Experience with cloud-based accounting platforms (Xero, QuickBooks or similar).
- A genuine commitment to the long-term growth and success of the firm.
What’s on Offer
- Equity stake in a well-established and growing Cardiff accountancy practice.
- Opportunity to build bespoke package tailored to individual requirements, including EVs, pension contributions and annual leave
- Significant autonomy to shape the firm’s future direction and service offering.
- A supportive and experienced team with a strong local reputation.
- The platform to accelerate firm growth and build genuine long-term wealth.
This is a confidential search. Candidates are encouraged to apply in the strictest confidence. All applications will be handled with complete discretion by Bowen Eldridge Recruitment.
If this role is not quite right for you but know someone who might be suitable, we offer a referral incentive scheme.
Bowen Eldridge Recruitment are acting as an Accountancy Practice Recruitment Agency on behalf of a client to appoint this vacancy.