Family Office Tax Specialist | Manager | Private Tax
Core
Provide tailored tax advisory, compliance, and estate planning services to high net worth individuals, families, and privately owned businesses in Australia.
Role type
Manager, Private Tax Family Office
Builds
Tax advisory and compliance solutions for diverse client portfolios including trusts, companies, partnerships, and individuals.
Domain
Australian Finance / Private Wealth / Tax Law
Deliverable
client delivery
Required skills
Australian tax technical expertise, high-value client portfolio management, team leadership and mentoring, regulatory liaison with ATO
Preferred skills
Succession and estate planning, restructuring and capital gains tax, Division 7A and trust losses
Technologies
N/A
Responsibilities
Advise on complex tax matters including restructures, capital gains tax, Division 7A, and trust losses; Provide comprehensive tax compliance and planning services; Deliver family advisory services such as succession and estate planning; Liaise with the Australian Taxation Office (ATO) for Top 500 and Next 5000 programs
Seniority
Manager, hands-on leadership