Family Office Tax Specialist | Senior Associate | Family Office Tax
Core
Deliver tailored tax compliance and strategic planning for privately owned businesses, entrepreneurs, family offices, and philanthropic entities.
Role type
Senior Associate, Private Tax Specialist
Builds
Tax compliance structures, investment strategies, and wealth transfer plans for family offices and private businesses.
Domain
Professional Services / Tax Advisory / Family Office
Deliverable
client delivery
Required skills
Australian Taxation, Corporate Tax Planning, Direct Tax, Capital Gains Tax, Estate Planning, Tax Compliance, Liaising with ATO, Investment Advisory
Preferred skills
Wealth Transfer Strategies, Philanthropic Giving Structures, Domestic Restructuring (Taxes), Drafting Tax Documents, Financial Statement Analysis
Technologies
Tax Reporting Systems, ATO Engagement Platforms
Responsibilities
Assist clients with complex tax compliance issues; Design and implement structures aligning with commercial objectives; Liaise with the Australian Taxation Office representing clients; Provide advice on purchasing new investments or business assets; Support families in transferring wealth between generations via estate planning; Help clients contribute to private charities and philanthropic agendas.