Family Office Tax | Manager | Private Wealth
Core
Advising high-net-worth individuals and family groups on complex tax and wealth matters, including compliance, structuring, and succession planning.
Role type
Manager, Family Office Tax Advisor
Builds
Tailored tax strategies and wealth preservation solutions for private clients
Domain
Private Wealth / Family Office / Tax Advisory
Deliverable
client delivery
Required skills
Australian tax law expertise, complex tax strategy development, compliance oversight, client relationship management, mentoring junior staff, risk management, legislative monitoring
Preferred skills
Commercial mindset, analytical problem-solving, technical work review
Technologies
N/A
Responsibilities
Develop and implement tailored tax strategies; oversee complex compliance work for individual, trust, and entity returns; guide clients through estate planning and succession strategies; proactively identify and manage tax risks; mentor and develop junior team members; monitor legislative developments
Seniority
Manager, hands-on IC with team leadership