EOI | Manager/Senior Manager | Private Tax
Core
Provide tailored tax advisory, compliance, and estate planning services to support high net wealth individuals, families, and privately owned businesses throughout their growth and succession journeys.
Role type
Manager/Senior Manager, Private Tax Family Office
Builds
Production tax advisory services and compliance solutions for diverse client portfolios including trusts, companies, partnerships, and individuals.
Domain
Finance / Tax / Family Office
Required skills
Complex tax advisory (restructures, capital gains tax, Division 7A, trust losses), tax compliance and planning, family advisory (succession and estate planning), regulatory liaison (ATO), portfolio management, team leadership and mentoring
Preferred skills
Experience with Top 500 and Next 5000 programs, working with diverse sectors in the Australian economy
Technologies
None explicitly stated
Responsibilities
Advise on complex tax matters including restructures, capital gains tax, Division 7A, and trust losses; Provide comprehensive tax compliance, planning, and advisory services; Deliver family advisory services such as succession and estate planning; Liaise with the Australian Taxation Office (ATO) in relation to Top 500 and Next 5000 programs
Seniority
Senior Manager, hands-on IC with leadership capability