The Business
This integrated financial services and accounting firm has a strong, long-standing reputation of service to UHNW individuals and their businesses within the medical industry. They have a strategic client-centric model which provides tailored financial services to doctors and other medical professionals. They have an enviable competitive position in the market with specialisations across accounting, tax, insurance, lending, legal, property advocacy and financial planning services. Due to recent organic growth, they are seeking to add a Senior Taxation Professional to their Sydney team.
The Opportunity
The business is seeking a
Senior Tax Specialist
to complement their team and to take the lead on some significant client relationships. You will be inheriting an existing base of long-standing client relationships and become a trusted advisor to some of the firm's most important clients. You will be client-facing from the outset and will be working closely with the leadership team to build on existing success.. If successful, you will own your client relationships within the first 6 months, and have access to an employee equity scheme as part of a longer-term pathway into partnership.
Key Responsibilities:
* Inherit and nurture a portfolio of established HNW clients and businesses
* Provide sophisticated tax advice across complex structures, family groups, and business entities
* Collaborate with wealth and lending advisors to deliver holistic, end-to-end solutions
* Display deep and critical thinking abilities where you are confident offering your opinion and guiding clients to the best outcome
About You
* Strong background in tax advisory with complex private client structures
* Have an excellent knowledge of Taxation Law and how it applies to a variety of complex situations
* CA or CPA qualified (or nearing completion)
* A passion for relationship management and strategic thinking
* Confident, solutions-focused, and commercially savvy
* Excited by the opportunity to grow into a future Partner-level role
Confidential discussions about this position are welcome.