The Opportunity
My client is a privately held Sydney-based family office, seeking to appoint a Senior Tax Manager to take ownership of tax accounting, compliance, planning and strategy across a diversified portfolio of property, financial investments and other private assets.
- This is a senior, hands-on tax leadership role responsible for managing all tax matters for a private investment group with a complex, multi-entity and cross-border structure.
- The role combines technical depth and strategic influence, covering tax accounting, compliance and forward-looking tax planning, while also providing oversight to a small finance team (locally and offshore) and working closely with external mid-tier advisors.
- While there is management oversight, it requires a Senior Tax Manager who is comfortable rolling up their sleeves and doing the work.
Key Responsibilities
- Manage all tax affairs of the group, domestically and internationally.
- Lead strategic tax planning and forward-looking tax strategy for the group
- Prepare detailed tax working papers and tax returns, including family superannuation funds
- Ensure ongoing compliance with all relevant accounting standards, corporate regulations and Australian tax legislation, and monitor legislative changes impacting the group
- Support tax structuring for the group generally and for key transactions
- Prepare detailed step-by-step papers for all material transactions and funding arrangements, including:
- Liaise closely with external tax advisors, auditors and other professional advisors
- Continuously improve tax governance, systems and processes.
Qualifications & Experience
- CA or CPA qualified
- 8+ years’ experience in tax accounting, tax compliance and/or tax structuring
- Strong experience with trusts, intercompany structures and private groups
- Exposure to cross-border investments and offshore structures is preferred
- Demonstrated experience managing tax planning and structuring for complex groups and transactions
- Comfortable working in a private or family office environment with multiple entities and competing priorities
- Strong working knowledge of Xero and Excel (essential)
- Experience working with offshore teams is highly regarded
Key Attributes
- Exceptionally high attention to detail with a strong ownership mindset
- Hands-on, proactive and accountable, with the ability to manage competing priorities
- Strong analytical and problem-solving skills
- Clear and confident communicator, capable of working effectively with offshore teams and external advisors
- Demonstrates discretion, professionalism and integrity when handling sensitive financial information
- Comfortable operating in a nimble, fast-moving private environment where trust and judgment are critical
Enquiries: David Johnson 0477 034 954 or email me at david@rocksolidrecruitment.com.au for further details.
Rock Solid Recruitment