Tax Advisory Manager Private Clients
Core
Tax Advisory Manager for private clients, family groups, and high-net-worth individuals, focusing on complex tax matters, restructures, succession planning, and wealth transfer.
Role type
Senior IC tax advisory manager (private clients)
Builds
Practical tax solutions and strategic business planning for privately owned businesses and family groups
Domain
Accounting and advisory (private wealth)
Deliverable
client delivery
Required skills
Private groups taxation, trusts, Division 7A, small business CGT concessions, tax legislation interpretation, project management, client engagement
Preferred skills
CA, CTA, Master of Tax qualification, Big 4 or mid-tier firm experience
Technologies
ATO guidance systems
Responsibilities
Advise on restructures, succession planning, and trust governance; lead advisory projects from planning to implementation; manage ATO reviews; mentor junior team members
Seniority
Senior, hands-on IC