Tax Manager - Family Office

About the role

A newly created Tax Manager position within the Family Office for the founders of Easygo. It gives dedicated ownership of tax across a private group of associated entities, centred on complex, high-net-worth structures. The role combines hands-on compliance management with proactive advisory support.

Key responsibilities

• Manage tax compliance across all group entities, including income tax returns, BAS/IAS and FBT returns
• Monitor and manage Division 7A obligations, including loan agreements, minimum repayments and unpaid present entitlements
• Review trust distribution resolutions and minutes ahead of 30 June, ensuring compliance with trust deeds and streaming rules
• Identify and manage international tax considerations, including CFC rules, transferor trust provisions, foreign investment structures and withholding tax
• Provide tax input on new investment structures, acquisitions and disposals
• Act as primary day-to-day liaison with external tax advisors, auditors and the ATO
• Support tax provisioning and cash flow forecasting for tax payments
• Support tax aspects of estate and succession planning, including restructures, entity establishment and wind-ups
• Monitor changes in tax law relevant to trusts, private groups and high-net-worth structures

Required profile

• 7+ years' experience in family office tax or private wealth
• CA or CPA qualified
• Proven experience building and managing trusted relationships
• Excellent communication and stakeholder management skills, including engagement with regulatory bodies such as the ATO
• Calm, diplomatic communication style and comfort handling sensitive information
• Resilience and adaptability under pressure, with strong analytical judgment

Required skills

• Strong technical knowledge of Australian corporate and trust taxation, Division 7A, CGT and Division 6
• Working knowledge of international tax concepts relevant to private groups, including CFC and transferor trust rules

What we offer

• On-the-job learning opportunities; 1 in 3 people level up their roles every year
• Competitive pay and a performance-based bonus (up to 20%)
• High-value referral bonus
• 18 weeks paid parental leave for primary carers
• 12 weeks of transition support after returning to work, including fully paid Fridays off for the first three months back
• Employee Assistance Program, free coffee, juices and smoothies, daily catered breakfast and company events