Family Office Tax | Senior Manager | Private Wealth
Core
Deliver tailored tax and advisory solutions to help high-net-worth individuals, families, and entrepreneurs grow, protect, and transition their businesses and wealth.
Role type
Senior Manager, Family Office Tax
Builds
Tailored tax and advisory solutions for private wealth clients
Domain
Private Wealth / Family Business Tax
Required skills
Complex tax advisory, Tax compliance, Succession and estate planning, Relationship management, Team leadership and mentoring
Preferred skills
Managing high-value client portfolios, Collaborating with external advisors
Technologies
N/A
Responsibilities
Advise on complex tax issues including restructures, capital gains tax, Division 7A, and trust losses; Provide tax compliance, planning, and advisory services across trusts, companies, partnerships, and individuals; Lead family advisory services including succession and estate planning; Manage relationships with the ATO regarding Top 500 and Next 5000 programs
Seniority
Senior Manager, hands-on IC with leadership responsibilities