Tax Manager - Family Office
Core
Manage tax compliance and provide advisory support for a private group of associated entities with complex, high-net-worth structures.
Role type
Tax Manager (Family Office)
Builds
Tax compliance, investment structures, and succession planning for a private wealth group
Domain
Private wealth / Family Office / Australian Taxation
Deliverable
client delivery
Required skills
Australian corporate and trust taxation, Division 7A, CGT, Division 6, international tax concepts (CFC, transferor trust), tax provisioning, cash flow forecasting
Preferred skills
Master of Tax or equivalent postgraduate tax qualification
Technologies
BAS/IAS, FBT returns, trust deeds
Responsibilities
Manage tax compliance across all group entities including income tax returns, BAS/IAS and FBT returns; Monitor and manage Division 7A obligations; Review trust distribution resolutions and minutes ahead of 30 June; Identify and manage international tax considerations; Provide tax input on new investment structures, acquisitions and disposals; Act as primary day-to-day liaison with external tax advisors, auditors and the ATO; Support tax provisioning and cash flow forecasting for tax payments; Support tax aspects of estate and succession planning; Monitor changes in tax law relevant to trusts, private groups and high-net-worth structures