Senior Wealth Advisor
2 days ago
We are seeking a highly skilled professional to join our team as a Private Wealth Advisor. As a key member of our wealth management team, you will be responsible for providing tailored solutions to our clients across all sectors of the Australian economy.
This is an exciting opportunity for a tax professional to leverage their expertise and experience to deliver exceptional results for our clients.
About the Role- Provide tax advisory services to large client groups, including tax compliance and planning.
- Advise high net worth individuals and families on complex tax topics such as restructures, capital gains tax, and Division 7A.
- Liaise with the Australian Taxation Office (ATO) in relation to Top 500 and Next 5000 programs.
- Manage a portfolio of clients, building strong relationships and delivering tailored solutions.
- Mentor junior team members and invest time in their development.
- Lead and mentor the team, fostering a culture of excellence, collaboration, and continuous improvement.
- Ensure that the family office complies with all relevant laws and regulations, mitigating legal and financial risks.
We offer a competitive remuneration package, including salary, superannuation, and bonuses. Our team enjoys a dynamic work environment, opportunities for career growth and development, and a collaborative culture.
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Senior Wealth Advisor
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