Family Office Tax Specialist Role Overview
This senior tax advisory position in our private wealth team offers tailored services for high net worth individuals, families and businesses.
Main Responsibilities
* Advise on complex tax matters including restructures, capital gains tax, Division 7A, and trust losses.
* Provide comprehensive tax compliance and advisory services for diverse client portfolios.
* Deliver family advisory services to help clients preserve and transition wealth.
* Liaise with tax authorities regarding Top 500 and Next 5000 programs.
Key Requirements
* Strong technical expertise across private wealth structures.
* Proven experience managing high-value client relationships.
* Leadership capability to mentor junior team members.
* Excellent communication and stakeholder management skills.