EOI | Director | Family Office Private Tax
Core
Senior tax leader providing tailored tax advisory, planning, and succession strategy for complex private family groups, trusts, and family-owned businesses.
Role type
Senior IC Director (Family Office Tax)
Builds
Long-term client strategies, complex trust and group structures, and succession plans for private wealth families.
Domain
Private Wealth / Family Office / Tax Law
Deliverable
client delivery
Required skills
Complex private group tax advisory, trust taxation, succession planning, ATO engagement leadership, technical risk management, strategic structuring
Preferred skills
Mentoring senior managers, thought leadership, navigating family dynamics
Technologies
None stated
Responsibilities
Lead and oversee significant Family Office client relationships; Act as senior trusted adviser to family principals and boards; Set long-term tax and governance strategy; Provide technical leadership on high-risk tax matters; Lead major structuring and succession engagements; Own ATO engagement strategies including audits and negotiations; Review and approve high-judgement technical advice; Develop and mentor future leaders.
Seniority
Director, senior leadership & mentorship