Tax Expert, Private Wealth
6 days ago
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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