Family Office Tax Specialist | Manager | Private Tax
Core
Provide tailored tax advisory, compliance, and estate planning services to support high net worth individuals, families, and privately owned businesses throughout their growth and succession journeys.
Role type
Manager, Private Tax Family Office
Builds
Tax advisory and compliance services for diverse client portfolios comprising trusts, companies, partnerships, and individuals.
Domain
Australian Private Wealth & Family Business
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Australian Taxation, Business Taxation, Corporate Tax Compliance, Private Clients, Tax Compliance Review, Capital Gains Tax, Division 7A, Trust Losses, Succession Planning, Estate Planning, ATO Liaison
Preferred skills
Managing high value client portfolios, Mentoring junior team members, Engaging with regulatory bodies
Technologies
None 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
Manager, hands-on IC with leadership capability