- An excellent opportunity has arisen for an experienced Private Client Tax Director to join the Family Office practice of a leading Big 4 accounting firm in Perth.
- This is a senior leadership opportunity working with high net wealth individuals, families, family groups and privately owned businesses, providing sophisticated tax advisory, structuring, succession and estate planning advice throughout their growth and wealth transition journeys.
- The position would suit an experienced Director or senior-level private client tax professional with strong technical capabilities, established client relationship skills and the ability to lead engagements and develop junior professionals.
The Role
Working closely with senior Partners and a highly regarded national Private Clients practice, you will:
- Advise high net wealth individuals, families and business owners on complex private tax matters.
- Provide advice across trusts, companies, partnerships and individual structures.
- Advise on restructures, capital gains tax, Division 7A and trust-related tax matters.
- Deliver broader family advisory, succession and estate planning strategies designed to preserve and transition family wealth.
- Manage significant private client relationships and oversee engagements from initial scoping through to delivery.
- Advise clients on complex transactions, business and investment structures and intergenerational wealth matters.
- Manage ATO reviews and engagements, including matters involving the Top 500 and Next 5,000 programs.
- Lead, coach and develop junior team members while contributing to the continued growth of the practice.
About You
You will ideally have:
- Strong Australian tax technical expertise across private wealth, family groups and Family Office structures.
- Significant experience advising HNW individuals, families and privately owned businesses.
- Strong knowledge of trusts, CGT, Division 7A, restructures, succession and estate planning.
- Proven experience managing high-value client portfolios and trusted senior client relationships.
- Strong leadership and people development capabilities.
- Excellent commercial, communication and stakeholder management skills.
- CA, CPA, CTA, legal or equivalent professional qualifications would be highly regarded.
The Opportunity
This is an opportunity to join Australia’s largest Private Client tax practice, servicing HNW individuals, large private owned businesses and subsidiaries of multinational organisations.
You will have access to:
- A substantial and sophisticated private client base.
- Complex advisory work involving some of Australia’s leading private businesses and family groups.
- A highly experienced national network of Private Client tax specialists.
- Significant Partner interaction and leadership exposure.
- Flexible working arrangements.
- Strong professional development and career progression opportunities.
For an ambitious Director, the opportunity provides a strong platform to further develop their market profile, client portfolio and longer-term progression within a leading Big 4 Private Clients practice.
Enquiries David Johnson 0477 034 954 or david@rocksolidrecruitment.com.au
Rock Solid Recruitment
E: david@rocksolidrecruitment.com.au
W: www.rocksolidrecruitment.com.au