Tax Expert, Private Wealth

6 days ago


Perth, Western Australia BDO Australia Full time

About BDO

BDO is a leading provider of professional services in Australia, with expertise in audit, tax and advisory. Our clients span various sectors, and our values drive how we work together and with them.

**Job Summary**

This role involves providing high-quality accounting and taxation services to private wealth individuals and families, large privately owned businesses, and family offices. Key responsibilities include:

  • Tax Advisory services
  • Tax compliance including tax return preparation
  • Family business succession and structuring wealth transfer
  • Cross-functional collaboration
  • Jr. team member coaching and mentoring

We are seeking a highly skilled Tax Expert to join our Private Wealth team in Sydney. With a strong technical focus on tax and accounting, you will advise clients on complex matters, develop growth strategies, and lead projects.

**Key Responsibilities:

1. Tax Advisory Services

Advise clients on Australian taxation legislation and accounting reporting requirements. Provide guidance on tax implications and optimize financial arrangements for clients' benefit.

2. Tax Compliance & Reporting

Prepare accurate tax returns, activity statements, and other regulatory submissions. Ensure timely and compliant reporting to relevant authorities.

3. Family Business Succession & Wealth Transfer

Collaborate with clients to create tailored succession plans, managing wealth transfer and ensuring smooth transitions.

4. Team Collaboration & Development

Work closely with cross-functional teams to deliver client-centric solutions. Coach and mentor junior team members to enhance their skills and knowledge.

The ideal candidate will possess:

  • Demonstrated experience in similar roles within public practice
  • Knowledge of Australian taxation legislation and accounting reporting requirements
  • Proficient understanding of accounting concepts and financial statement preparation
  • Strong communication skills and ability to work autonomously
  • Passion for professional development and staying up-to-date with changes in tax and accounting legislation

We offer a competitive salary range of AUD 120,000 - 180,000 per annum, commensurate with experience. Benefits include flexible working hours, comprehensive training programs, and opportunities for career advancement within a dynamic and supportive environment. If you're passionate about delivering exceptional client experiences, apply now to take your career to the next level at BDO Australia



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