An excellent opportunity has arisen for an experienced Private Clients Family Office Senior Analyst to join the highly regarded Private Clients practice of a leading Big 4 professional services firm in Brisbane.
This is a rare opportunity within one of Australia’s largest Private Clients tax practices, advising high-net-worth individuals, families, family groups and privately owned businesses on complex tax, structuring, succession and wealth preservation matters.
The role combines sophisticated private tax advisory and compliance with family advisory, estate and succession planning, senior client relationship management and team leadership.
The Role
Working closely with Partners, Directors and senior tax specialists, your responsibilities will include:
- Advising high-net-worth individuals, families and business owners on complex private tax matters
- Providing advice on trusts and distributions, Division 7A, CGT, trust losses and private group structures
- Advising clients on business and investment restructures and the tax implications of changes to ownership structures
- Delivering comprehensive tax compliance, planning and advisory services across trusts, companies, partnerships and individuals
- Providing succession and estate planning advice to assist families with the preservation and transition of wealth
- Advising family groups on the ownership and structuring of business and private investments
- Managing complex tax matters for significant private wealth and family office clients
- Assisting clients with ATO Top 500 and Next 5,000 reviews and other ATO engagements
- Managing senior relationships with family members, business owners, executives and other key advisers
- Managing engagements from technical analysis and advice through to compliance coordination and client delivery
- Coaching, mentoring and developing Managers, Senior Associates and other professionals within the team
- Collaborating with specialists across Business Tax, transactions, international tax and other areas where required
About You
The position would suit an experienced Private Clients, Family Office or Private Tax Senior Analyst, or a strong Analyst ready to progress to Senior Analyst.
Ideally, you will have:
- Significant experience in private clients, family office and/or private tax
- Strong technical knowledge across Australian taxation affecting high-net-worth individuals and family groups
- Experience with trusts, trust distributions, Division 7A and private group structures
- Strong knowledge of CGT and the taxation of individuals, trusts, companies and partnerships
- Experience advising on restructures, succession planning and estate planning
- An understanding of wealth preservation and intergenerational wealth transfer strategies
- Experience managing substantial and complex private client portfolios
- Exposure to ATO Top 500, Next 5,000 or other ATO review and audit programs
- Strong tax compliance capability combined with significant advisory experience
- The ability to independently manage complex engagements and technical issues
- Strong senior client relationship and stakeholder management skills
- Leadership experience, including coaching and developing junior professionals
- Excellent written and verbal communication skills
A relevant professional qualification such as CA, CPA, CTA, Law and/or equivalent tax qualification would be highly regarded.
Why Consider This Opportunity?
This is an excellent opportunity to join one of Australia’s largest and most established Private Clients tax practices and work with sophisticated high-net-worth families and privately owned businesses.
The opportunity offers:
- Exposure to high-net-worth individuals, significant family groups and privately owned businesses
- Complex advisory work across private tax, trusts, structuring, succession and estate planning
- The opportunity to advise families throughout their business, investment, wealth creation and succession journeys
- Exposure to sophisticated family office and private wealth structures
- Direct interaction with experienced Private Clients Partners and Directors
- Significant exposure to senior clients, business owners and family decision-makers
- A substantial national Private Clients practice with approximately 55 Partners and 250 professionals
- An established Melbourne Private Clients team of approximately 40 professionals and 10–11 Partners
- Opportunities to develop your technical, leadership and client relationship capabilities
- Strong career progression opportunities at Senior Manager level and beyond
- Flexible working arrangements within a leading Big 4 environment
This position would particularly suit an experienced private tax professional who enjoys working closely with high-net-worth families and business owners and wants to develop deeper expertise across private tax, family office, succession and intergenerational wealth matters.
Location: Brisbane
Level: Senior Analyst
Enquiries: David Johnson 0477 034 954 or david@rocksolidrecruitment.com.au
Rock Solid Recruitment