High Net Worth Individuals Tax Advisor

1 week ago

Brisbane, Queensland, Australia beBeeTaxAdvisor Full time $142,473 - $193,946
Senior Manager Opportunity

We are seeking a highly skilled Senior Manager to join our team.

About the Role

This is a challenging and rewarding role that requires a strong understanding of tax technical topics, including restructures, capital gains tax, Division 7A, and trust losses.

  • Provide tax compliance, tax planning, and tax advisory services for large client groups with multiple types of entities, including trusts, companies, partnerships, and individuals.
  • Advise high net wealth individuals/families, businesses, and their owners on tax technical topics.
  • Contribute to exciting projects in a dynamic environment with a top-notch team of professionals.
Your Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their needs, values, and expectations.
  • Cultivate relationships with key external partners, such as financial advisors, legal experts, and tax consultants, to ensure comprehensive service delivery.
  • Stay updated with the latest industry trends, financial markets, and regulatory changes to provide cutting-edge advice and solutions.
What You'll Gain
  • A dynamic work environment with opportunities for growth and leadership.
  • The chance to make a real impact on the success of our clients.
  • A competitive salary and benefits package.

  • Expert in High Net Worth Tax Advisory

    6 days ago

    Brisbane, Queensland, Australia beBeeTax Full time $120,000 - $180,000

    Job TitlePrivate Wealth ManagerKey ResponsibilitiesAdvise high net worth individuals, families, and businesses on tax topics including restructures, capital gains tax, Division 7A, and trust losses.Provide tax compliance, tax planning, and tax advisory services for large client groups with entities such as trusts, companies, partnerships, and...

  • High-Net-Worth Financial Specialist

    1 week ago

    Brisbane, Queensland, Australia beBeeBanker Full time $120,000 - $180,000

    Expert Advisor RoleEstablish long-term banking relationships with high-net-worth individuals.Deliver bespoke financial solutions and services to support clients' personal and professional goals.Utilize expertise in complex lending to structure innovative credit solutions.Build deep, trusted relationships with high-net-worth clients.Collaborate across teams...

  • High Net Worth Financial Advisor

    1 week ago

    Brisbane, Queensland, Australia beBeeFinancial Full time $99,219 - $148,429

    Job Title: Private Wealth AdviserWe are seeking an experienced and skilled professional to join our team as a Private Wealth Adviser. This role is designed for individuals who have a passion for delivering high-quality financial advice to high net worth clients with complex needs.About the RoleThe Private Wealth Adviser will support Senior Private Wealth...

  • Tax Professional

    2 weeks ago

    Brisbane, Queensland, Australia beBeeTax Full time $160,000 - $200,000

    Job OverviewThis role is ideal for a highly skilled tax professional who wants to work with high net worth individuals, families, businesses and their owners. We are seeking an experienced professional to join our team in providing tax compliance, tax planning and tax advisory services for large client groups with multiple types of entities.About the RoleThe...

  • High Net Worth Estate Lawyer

    1 week ago

    Brisbane, Queensland, Australia beBeeEstate Full time $180,000 - $250,000

    Key to Succession Planning: High-Net-Worth ClientsJob OverviewWe are seeking a highly skilled Wills and Estates Lawyer with 3+ years of experience in succession planning, probate, powers of attorney, trust structuring, and related matters for high-net-worth clients. A sharp technical mind and excellent interpersonal skills are essential for building...

  • High-Net-Worth Client Advisor

    2 weeks ago

    Brisbane, Queensland, Australia beBeeClient Full time $150,000 - $200,000

    About the Role:Deliver tailored banking and wealth solutions to high-net-worth clients, acting as a trusted advisor.Grow a portfolio of valued clients through new relationships and existing connections, while fostering collaboration with colleagues.Collaborate with a dynamic team to deliver exceptional outcomes for discerning clients.Key...

  • High-Net-Worth Client Specialist

    7 days ago

    Brisbane, Queensland, Australia beBeeEstate Full time $150,000 - $200,000

    Job Title: High-Net-Worth Client SpecialistJob Description:We are seeking a qualified lawyer with 3+ years of experience in Wills & Estates, focusing on high-net-worth clients.Hands-on mentorship from two respected Partners.Supportive team investing in long-term growth.Pathways to promotion demonstrated by current SCs and SAs.Required Skills and...

  • High-Net-Worth Financial Solutions Specialist

    1 week ago

    Brisbane, Queensland, Australia beBeeFinancial Full time $150,000 - $200,000

    Elite Financial Advisor">Nurture profound relationships with high-net-worth individuals to provide bespoke banking and wealth solutions.Deliver intricate lending and structuring sophisticated credit solutions.Exhibit confidence in offering a comprehensive banking, wealth, and service proposition.Maintain a collaborative mindset, seamlessly working across...

  • High Net Worth Portfolio Manager

    1 week ago

    Brisbane, Queensland, Australia beBeeBanker Full time

    Private bankers are sought after by our organization to develop and grow their portfolios of high-net-worth clients.As a private banker, you will provide your clients with a full range of financial services, products and innovative solutions with a strong focus on wealth protection, creation, revenue growth and new client acquisition.Delivering our client...

  • High Net Worth Estate Advisor

    2 weeks ago

    Brisbane, Queensland, Australia beBeeWills Full time $145,600 - $153,869

    Experienced Wills & Estates Professional SoughtWe are seeking a highly skilled and experienced Wills & Estates professional to join our team.The ideal candidate will have at least three years of post-admission experience in Wills & Estates, with a strong focus on high-net-worth clients.The successful candidate will be responsible for providing sophisticated...