Client Portfolio
* We are seeking a professional to join our Private Tax and Advisory team based in Sydney.
* The role will involve supporting a group of experienced professionals working with high net wealth individuals, family groups, start-up enterprises, and mature trading businesses.
* You will be responsible for a portfolio of clients delivering financial statement preparation and review, tax returns for trusts, individuals, companies, and partnerships.
Key Responsibilities
* Preparation and review of ATO correspondence including Top 500 & Next 5000 ATO Private Group Reviews and general tax correspondence.
* Advising clients on complex tax and accounting solutions for high net wealth families and their family offices.
* Supporting advisory engagements including estate planning and succession planning.
* Serving as an intermediary between directors, managers, and the team.
About Our Team
* We form authentic relationships with Australia's largest private entities and their families.
* We offer specialist solutions such as tax and business advisory services to both the business and the family.
What We Are Looking For
* A currently completing CA qualification.
* Prior experience at a Big 4 or mid-tier professional or accounting services firm.
* A solid foundation of technical skills in taxation and accounting.
* Strong collaborative skills, a dedicated work ethic, and excellent communication skills.
* A passion for working with private clients and families.