Associate – Tax
Core
Provide strategic tax, trust, and estate planning advice to private clients and manage complex wealth structuring projects.
Role type
Associate (4-6 years PQE) in Private Client Tax & Advisory
Builds
Client advisory relationships and structured wealth solutions for private individuals and families
Domain
Law / Taxation / Private Client Services
Deliverable
client delivery
Required skills
Taxation expertise, Trust law, Estate planning, Superannuation knowledge, Commercial advisory, Dispute resolution, Drafting, Analytical problem-solving
Preferred skills
Further tax studies, Experience with ATO/Revenue NSW interactions
Responsibilities
Provide federal and state taxation advice, Manage tax disputes and audits with ATO/Revenue NSW, Design trust and asset protection structures, Execute estate and succession planning, Advise on business succession and family wealth transfers, Handle superannuation and SMSF matters
Seniority
Associate (Mid-level, 4-6 years PQE)