Family Office Tax Specialist (Manager)
pwc · Melbourne
Job description
About the role
PwC Australia is recruiting a Manager for its Private Tax Family Office team in Melbourne. You will provide tailored tax advisory, compliance and estate planning services to high net worth individuals, families and privately owned businesses, working with clients across a wide range of sectors in the Australian economy.
Key responsibilities
- Advise high net wealth individuals, families and business owners on complex tax matters including restructures, capital gains tax, Division 7A and trust losses.
- Provide tax compliance, planning and advisory services for client portfolios comprising trusts, companies, partnerships and individuals.
- Deliver family advisory services such as succession and estate planning to help clients preserve and transition wealth.
- Liaise with the Australian Taxation Office (ATO) on the Top 500 and Next 5000 programs, ensuring compliance and resolving issues proactively.
Required profile
- Strong tax technical expertise across private wealth and family office structures.
- Proven experience managing high-value client portfolios and building trusted relationships.
- Leadership capability to mentor junior team members and contribute to the growth of a Private Tax specialist team.
- Excellent communication and stakeholder management skills, including engagement with regulators such as the ATO.
Required skills
- Australian taxation and direct tax
- Capital gains tax and corporate tax planning
- Family office and private client tax
What we offer
- Flexibility to choose when, where and how you work.
- Career progression with continuous learning and leadership development.
- Four weeks' annual leave and floating public holidays.
- Parental leave of up to 26 weeks of gender-inclusive paid leave.
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Published 6 hours ago
Expires 1 month from now
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pwc
Melbourne
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