Family Office Tax Specialist | Manager | Family Office 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 Finance / Private Wealth / Tax Law
Deliverable
client delivery
Required skills
Complex tax advisory (restructures, capital gains tax, Division 7A, trust losses), Tax compliance and planning, Family advisory (succession and estate planning), Regulatory liaison (ATO Top 500/Next 5000 programs), Client portfolio management, Team leadership and mentorship
Preferred skills
Experience with high value client portfolios, Strong communication and stakeholder management
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 leadership