Associate Director

2 weeks ago


Melbourne, Victoria, Australia KPMG Australia Full time

Job Description

KPMG Enterprise is a specialist division of KPMG Australia, dedicated to advising the emerging, private and mid-market. We work with established and emerging entrepreneurs, family businesses, private clients, not-for-profits, and fast-growing companies to build successful, efficient and resilient organisations. By bringing our diverse expertise together, we give our clients the confidence to focus on the things that will truly make an impact and help them grow.

Our Business and Tax Advisory team supports clients managing their compliance and looking ahead to plan for their continued business success and growth. We are equipped to decisively deliver new ways of thinking, big-picture perspectives, and acute insights that help clients make informed decisions.

Your Opportunity

  • Diverse portfolio of clients. Manage the estate planning objectives of a client around their personal estate assets as well as non-estate assets via other legal structures.
  • Manage the entire process from initial client meeting(s), review of source documentation, provision of taxation and SMSF legislative advice, discussion on key estate planning issues, and highlighting estate planning 'gaps' for further consultation.
  • Co-ordination and involvement in family meetings.
  • Implementation and coordination of advice and liaison with estate lawyers re: drafting of relevant estate documentation.
  • Consideration, advice, and implementation of key issues around business succession to the next generation or external parties.
  • Continual client relationships and managing changes of family circumstances to estate planning structuring and documentation.
  • Clear articulation and collaboration skills.
  • Working with the wider family to counsel, mediate, and support the estate objective concepts of the patriarch and/ or matriarch.
  • Exciting opportunity to 'make a difference' to the legacy and family harmony of clients and next generations.
  • Ability to listen, absorb and be objective and factual in your approach.
  • Be a part of the wider KPMG Enterprise group and gain exposure to working alongside other advisory service lines as we work to fulfil our clients' needs.
  • Work with a Personal Development Manager on your career growth and personal goals.
  • Develop your skills across a broad range of tax issues and/or specialisation in your chosen field.
  • Grow as a mentor and develop managerial skills, overseeing team members, encouraging their continued professional development.

How are you extraordinary?

You are passionate about the importance of fantastic communication to share ideas, inspire, and create change. You are able to digest, distil, and communicate complex concepts in both written and verbal forms.

You are able to oversee high-quality client-ready deliverables and present directly to clients.

Your Experience

At KPMG, we believe diversity of thought, background, and experience strengthens relationships and delivers meaningful benefits to our people, our clients, and communities. To be considered for this opportunity, your qualifications, skills & experience could include:

  • Strong technical skill set in SMSF, taxation, and estate planning legislation and implementation with the willingness to learn and continue to develop your skills.
  • Strong time management, interpersonal, communication, and presentation skills will be key as you develop relationships with key stakeholders among our clients.
  • Ability to 'think outside the square'.
  • Knowing the family objectives, what tax, superannuation, estate issues need to be considered?
  • A client-centric approach and ability to understand your clients' business.

Qualifications

  • Relevant tertiary qualifications such as CA or CPA (or equivalent) are advantageous, as are law degrees/qualified lawyers.
  • We will also consider people who have a strong financial advisory background.

Additional Information

KPMG is a professional services firm with global outreach and deep sector experience. We work with clients across an array of industries to solve complex challenges, steer change and enable growth.

Our people are what make KPMG the thriving workplace that it is and what sets us apart is that we know great minds think differently. Collaborate with a team of passionate, highly skilled professionals who've got your back. You'll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best and produce meaningful and impactful work in an inclusive, equitable culture.

At KPMG, you'll take control over how you work. We're embracing a new way of working in many ways, from offering flexible hours and locations to generous paid parental leave and career breaks. Our people enjoy a variety of exciting perks, including retail discounts, health and wellbeing initiatives, learning and growth opportunities, salary packaging options and more.

Diverse candidates have diverse needs. During your recruitment journey, information will be provided about adjustment requests. If you require additional support before submitting your application, please contact the Talent Support Team.

At KPMG every career is different, and we look forward to seeing how you grow with us.

For further information, and to apply, please visit our website via the "Apply" button below.


  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia Empire Group Full time

    Associate Director - Forensic Accounting Forensic Accounting & Investigation (Accounting) Associate Director/Director | Forensic AccountingOur client is a global advisory and investment firm that provides forensic solutions to its clients. They are the leader in their industry, and are adept at uncovering, analysing, and clarifying the facts at the centre of...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia Empire Group Full time

    Associate Director/Director | Forensic AccountingOur client is a global advisory and investment firm that provides forensic solutions to its clients. They are the leader in their industry, and are adept at uncovering, analysing, and clarifying the facts at the centre of disputes, investigations, and other sensitive matters. This opportunity is for an...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia Rp Infrastructure Pty Full time

    Lead a business unit at RPI as an Associate Director in our Higher Education & Private Schools sector 16th May, 2024 About RP Infrastructure RP Infrastructure (RPI) is one of Australia's leading Project Management and Advisory practices, recognised for delivering complex and high-profile projects across the Public and Private Sector.With a focus on quality...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia EFinancialCareers Ltd. Full time

    Associate Director - Client Management & Execution, Corporate Property Associate Director - Client Management & Execution, Corporate Property National Australia Bank Melbourne, Australia Associate Director - Client Management & Execution, Corporate Property National Australia Bank Melbourne, Australia Posted 6 days ago Permanent Competitive Associate...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia EFinancialCareers Ltd. Full time

    Associate Director - Client Management & Execution, Corporate Property Associate Director - Client Management & Execution, Corporate Property National Australia Bank Melbourne, AustraliaAssociate Director - Client Management & Execution, Corporate Property National Australia Bank Melbourne, Australia Posted 6 days ago Permanent CompetitiveAssociate Director...


  • Melbourne, Victoria, Australia https:www.bebeejoin Full time

    Director/associate Director - Melbourne, Australia - Phillip Riley DescriptionMake a tangible impact on clients' decarbonisation trajectoriesMelbourne, Sydney, or Brisbane locationsAre you ready to be a catalyst for change in the energy and environmental markets space?Phillip Riley is supporting an energy markets, technology and climate solutions leader in...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia Echo Talent Full time

    Associate Director / Director • Authentic Boutique Ad hoc Agency – Melbourne based• Hybrid working• Excellent benefits / bonus scheme potential Are you looking to leverage the advantages of a smaller boutique agency and truly have a seat at the table? This agency is authentic, supportive of well-being and thrives working on strategic research...

  • Deputy Director

    2 weeks ago


    Melbourne, Victoria, Australia Commonwealth Director Of Public Prosecutions Full time

    Commonwealth Director of Public Prosecutions As a key member of the CDPP's leadership team, you will be responsible for leading and managing all aspects of a national practice group, including leading people, managing performance and contributing to the strategic leadership and management of our organisation.In undertaking the demanding and intellectually...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia Carrington West Full time

    Associate Director Role Summary: Responsible for overseeing the successful technical and commercial execution of projects and managing the personnel and resources.The Associate Director will be a client-orientated and capable communicator, able to develop strong relationships with clients and fellow professionals to secure repeat business.Essential Duties...


  • Melbourne, Victoria, Australia ALRA | Australia's Leading Recruitment Agency Full time

    Partnership / Profit Share Opportunity$180,000pa + BonusesDirector or Associate Director in Commercial Valuations to join the Middle Markets team of an International Property & Advisory firm that's a household name.As a company, they do a lot to support their leaders from the top-down including touch points with executive management & frequent leadership &...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia eFinancialCareers Ltd. Full time

    Associate Director - Client Management & Execution, Corporate PropertyAssociate Director - Client Management & Execution, Corporate PropertyNational Australia BankMelbourne, AustraliaAssociate Director - Client Management & Execution, Corporate PropertyNational Australia BankMelbourne, AustraliaPosted 6 days agoPermanentCompetitiveAssociate Director - Client...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia Clemenger Group Full time

    Who we areHall & Partners is a team of unconventional thinkers, obsessed with how marketing influences the relationship between people, brands, and culture. Born out of adland, we are the insight agency known for weaving creativity with science.Our strength is our diversity and flexibility, we're focussed on solving the difficult problems our clients are...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia National Australia Bank Full time

    Associate Director - Client Management & Execution, Corporate PropertyAssociate Director - Client Management & Execution, Corporate PropertyJob no: 793451Business unit: Corporate and InstitutionalPrimary position location: 395 Bourke St, Melbourne, VICWork type: Permanent Full timeRegion: VIC- Melbourne CBD- Melbourne CBD location:- Client Management and...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia BTS Full time

    Associate Director - Management Consultancy (Leadership)With significant growth ahead, BTS Australia are seeking an exceptional Associate Director to join our team in either Sydney or Melbourne.Specifics of the Associate Director role You have already held a role in professional services or consulting and have 710 year's experience. Demonstrable experience...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia NAB - National Australia Bank Full time

    Work type: Permanent Full timeLocation: VIC- Melbourne CBD Senior role with a focus on origination and account management within Transactional Banking Complex Corporate and Institutional Banking client portfolios Utilise your passion for working with clients and delivering bespoke solutions Showcase your breadth of relationship sales strengths in a complex...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia CTC Full time

    Associate Director / Director - PlanningEstablished, collaborative and highly regarded teamSignificant equity offered as a bonus in first 12 monthsEstablished, collaborative and highly regarded teamLeading interstate dynamic business; supporting Melbourne growthSignificant equity offered as a bonus in first 12 monthsAssociate Director / Director – Planning...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia Commonwealth Bank of Australia Full time

    Associate Director - Transaction Banking Solutions- Opportunity to join CBA's Transaction Banking Solutions team:Be part of this progressive and innovative environment:- Melbourne CBD based roleSee yourself in our teamTransaction Banking Solutions provide tailored working capital solutions, including payables, receivables, cash and treasury management and...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia Austin Health Full time

    Location: Melbourne | Northern MetropolitanJob type: Full timeOrganisation: Austin HealthSalary: Salary not specifiedOccupation: Medical, NursingReference: 46173An exciting opportunity currently exists for an enthusiastic Associate Director Medicolegal to join our General Counsel department.Austin Health is the major provider of tertiary health services,...

  • Associate Director

    2 weeks ago


    Melbourne, Victoria, Australia National Australia Bank Full time

    Associate Director - Client Management & Execution, Corporate Property Job no: Business unit: Corporate and Institutional Primary position location: 395 Bourke St, Melbourne, VIC Work type: Permanent Full time Region: VIC- Melbourne CBD Melbourne CBD location Client Management and Execution (CME) - Corporate Property Diverse & fast-paced role in dynamic...

  • Associate Director

    4 weeks ago


    Melbourne, Victoria, Australia National Australia Bank Full time

    Associate Director - Client Management & Execution, Corporate Property Job no: Business unit: Corporate and Institutional Primary position location: 395 Bourke St, Melbourne, VIC Work type: Permanent Full time Region: VIC- Melbourne CBD Melbourne CBD location Client Management and Execution (CME) - Corporate Property Diverse & fast-paced role in dynamic...