Family Office Tax | Senior Manager | Private Wealth
On-siteBrisbane, Queensland, Australia
EXPIREDBrisbane, Queensland, AustraliaOn-siteFull TimeSenior LevelEnterprise
Full TimeSenior LevelEnterprise
Job Summary
Advise high-net-worth individuals, families, and business owners on complex tax issues, including restructures, capital gains tax, Division 7A, and trust losses. Provide comprehensive tax compliance, planning, and advisory services across multiple entity types such as trusts, companies, partnerships, and individuals. Lead family advisory services including succession and estate planning, ensuring long-term wealth preservation. Manage relationships with the ATO, particularly in relation to the Top 500 and Next 5000 programs.
Required Qualifications
- Strong technical knowledge in private client and business tax matters
- Experience advising on complex tax issues
- Proven ability to manage and grow a portfolio of high-value clients
- Leadership and mentoring skills
- Excellent communication skills
- Client-first mindset
- Ability to collaborate with external advisors and stakeholders
- Degrees/Field of Study required
- Australian Taxation
- Business Tax
- Direct Tax
- Income Tax Provisions
- Corporate Tax Planning
- Corporate Tax Self Assessment
- Domestic Restructuring (Taxes)
- Capital Gains Tax
- Compliance Oversight
- Compliance Support
- Drafting Tax Documents
- Financial Statement Analysis
- Account Reconciliation
- Calculating Tax
- Active Listening
- Analytical Thinking
- Coaching and Feedback
- Influence
- Creativity
- Emotional Regulation
- Empathy
- Accepting Feedback
Desired Qualifications
- Degrees/Field of Study preferred
- Certifications
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