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Head of tax practice (private clients: uhnwi + family offices)

Sydney
at
Tax
Posted: 18 March
Offer description

Head of Tax Practice (Private Clients: UHNWI + Family Offices)

Overview: Salary: $200,000 - $250,000 | Location: City Fringe (Inner West) | Focus: Tax Leadership | Private Clients (UHNI + Families) | Boutique

The Opportunity: For the right person, this is an opportunity to step into a genuine practice leadership position inside a premium, boutique advisory environment and take ownership of tax as a core service line. This is a highly specialised advisory firm working with high-net‐worth families and complex private groups. With an established client base, sophisticated structures already in play, and a broader service model built around trusted long‐term relationships, this role offers the chance to lead a tax practice that sits at the heart of the client proposition. It is about taking charge of the tax function, leading delivery standards, guiding technical matters, shaping tax strategy and helping build the future direction of the practice in close partnership with senior leadership. For someone with strong private tax capability who wants more ownership, more influence and the opportunity to shape a premium offering in a high‐trust boutique environment, this is a compelling move.

Role Profile: You will lead the tax practice and ensure it operates as a high‐quality, well‐run and trusted part of the broader business. Your remit will include:

* Tax Practice Leadership: Lead the day‐to‐day operation and development of the tax practice, setting standards, priorities and ways of working across delivery.
* Compliance Delivery & Technical Oversight: Oversee the timely and accurate delivery of compliance work across complex family groups and private structures, while maintaining strong review disciplines and technical standards.
* Tax Advisory & Strategy: Support the tax planning and advisory needs of clients, helping shape the firm's broader tax strategy and ensuring tax outcomes align to wider structuring and commercial considerations.
* Specialist Coordination: Build and manage relationships with external tax specialists where needed, ensuring expert advice is brought in effectively and integrated into client outcomes.
* Client Leadership: Act as a senior point of contact on tax matters, building trust through responsiveness, clarity and sound judgement.
* Team Leadership & Capability Building: Mentor and develop the tax team, support recruitment and onboarding, and help create a culture of accountability, quality and continuous improvement.
* Risk, Quality & Practice Management: Maintain strong controls, review processes and workflow oversight across the practice, ensuring high standards of quality and professionalism.

Successful Candidate Profile: This role is likely to appeal to someone currently operating in a senior tax leadership, private client tax or professional practice environment who wants to step into a broader, more influential role. You will bring:

* Strong experience in private tax, with particular exposure to trusts, companies, family groups and complex private structures
* A background leading tax compliance and review processes across sophisticated client groups
* The technical credibility to guide complex matters and support high‐quality advisory outcomes
* Experience leading, mentoring and developing team members in a professional practice or tax environment
* Commercial judgement and the ability to balance technical rigour with practical client outcomes
* Confidence working directly with clients and broader adviser networks in a high‐trust setting
* CA, CPA or CTA qualification, with Tax Agent registration or the ability to meet registration requirements viewed favourably

What makes this different to your typical tax leadership role:

* Genuine Practice Ownership: This is a chance to take real responsibility for the tax practice, not just manage workflow underneath someone else's model.
* Premium Client Environment: You will work across sophisticated private groups, family structures and high‐net‐worth clients where the work is nuanced, commercially relevant and relationship‐driven.
* Broader Strategic Influence: Alongside compliance oversight, you will help shape the direction of the tax offering and how it integrates into the broader advisory model.
* Direct Access to Decision‐Makers: You will work closely with an experienced leadership team in a boutique setting where quality thinking and sound judgement carry real weight.
* Variety and Complexity: The work spans compliance leadership, technical review, tax planning, specialist coordination, client advisory and team development.
* Real Growth Potential: This is the kind of role that will appeal to someone who wants to help build a practice, strengthen a team and leave a mark on a growing premium advisory business.

Apply Now If you meet the key criteria and believe you are well suited to this opportunity, please apply now or contact Liam Hassell at Recruitment Labs on (02) 9044 5825 for a confidential discussion.

About Recruitment Labs: Recruitment Labs is a specialist accounting & finance search firm built on a simple belief: the right hire can change everything. We partner with businesses across Australia and New Zealand to build teams aligned with strategy, culture and commercial goals. We understand where the real difference‐makers sit, and how to identify talent with the judgement, capability and impact to elevate a business.

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