Private Wealth Advisor

3 days ago

Sydney, New South Wales, Australia beBeeTax Full time $120,000 - $160,000

At the forefront of private wealth advisory services, we provide end-to-end solutions to high-net-worth families and businesses.

We pride ourselves on delivering deep technical expertise, collaborative culture, and a focus on long-term client relationships.

Your role will involve tax advisory, tax compliance, and family office services - including structuring, Division 7A, CGT, trust losses, succession, and estate planning.

About This Opportunity
  • Deliver tax compliance and advisory work across a diverse client base.
  • Build technical knowledge in trusts, companies, partnerships, and individuals.
  • Support client portfolios while learning directly from senior leaders.
  • Contribute to projects in tax planning, structuring, and wealth transfer.

Our team has strong technical grounding in Australian tax law (trusts, CGT, Division 7A, estate planning) and provides excellent communication and client relationship skills.

Why Choose Us?
  • Work with Australia's most sophisticated family groups and business owners.
  • Clear career pathways in a leading professional services firm.
  • A culture that values excellence, collaboration, and continuous development.

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