Tax Advisor Expert

2 weeks ago

Sydney, New South Wales, Australia beBeeExpert Full time $100,000 - $160,000
About the Firm

Our firm is a leading provider of professional services, partnering with high-net-wealth individuals, families, and businesses across various industries.

We offer end-to-end solutions in tax planning, succession, estate planning, wealth management, and structuring. Our team has deep technical expertise, a collaborative culture, and a focus on long-term client relationships.

The Opportunities

You will work closely with clients to deliver tax advisory, tax compliance, and family office services. This includes structuring, Division 7A, CGT, trust losses, succession, and estate planning. You will also liaise directly with the ATO on Top 500 and Next 5000 programs.

As a Senior Consultant:

  • 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.

As a Client Manager:

  • Manage client groups with complex structures and multiple entities.
  • Build trusted, long-term relationships with families and business owners.
  • Provide succession, wealth preservation, and estate planning advice.
  • Mentor and support junior team members, fostering technical development.
  • Oversee client portfolios and ensure top-quality service delivery.
Required Skills and Qualifications
  • Strong experience in business services or private tax in public practice.
  • Exposure to high-net-wealth clients, family groups, and private businesses.
  • Strong technical grounding in Australian tax law (trusts, CGT, Division 7A, estate planning).
  • Excellent communication and client relationship skills.
  • CA/CPA qualified (or working towards). CTA/ASFA/SMSF Specialist qualifications highly regarded.
Benefits
  • Work with sophisticated family groups and business owners.
  • Clear career pathways in a professional environment.
  • Sydney CBD location with flexible working options.
  • A culture that values excellence, collaboration, and continuous development.

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