Private Wealth | Senior Manager | Family Office (Tax) - Brisbane

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - Family Business

Management Level

Senior Manager

Job Description & Summary

• Step into a Senior Manager role and unlock new opportunities for growth and leadership
• Join a team of top professionals and contribute to exciting projects in a dynamic environment
• Flexible work options - work smarter in a way that suits your lifestyle

About PwC:

Our Private Wealth (family office) team is looking for a Senior Manager to join our Brisbane team. The Private Wealth team brings our purpose to life by working with clients throughout their entire business lifecycle, from supporting growing privately owned businesses, entrepreneurs and start-ups, to estate and succession planning, wealth preservation, and everything in between, we provide holistic solutions that ensure our clients can grow and protect their businesses and wealth with confidence.

What sets PwC apart?  It’s our deep expertise combined with our passion and tailored approach.  We take time to understand our clients’ ambitions, ensuring they are well prepared for the future.

You’ll help solve complex problems by using your skills in:

• Advising high net wealth individuals/families, businesses and their owners on tax technical topics such as restructures, capital gains tax, Division 7A and trust losses
• Provide tax compliance, tax planning and tax advisory services for large client groups with multiple types of entities including trusts, companies, partnership and individuals
• Provide family advisory services including succession and estate planning
• Liaising with the ATO in relation to Top 500 and Next 5000 programs
• Apply your tax knowledge and experience to clients across all sectors of the Australian economy
• Manage a client portfolio including building relationships with your clients
• Mentor junior team members and invest time in their development

In our Private Tax team, your impact will be seen by:

• Build and maintain strong, trusting relationships with the family members, understanding their needs, values, and expectations
• Cultivate relationships with key external partners such as financial advisors, legal experts, and tax consultants to ensure comprehensive service delivery
• Stay updated with the latest industry trends, financial markets, and regulatory changes to provide cutting-edge advice and solutions
• Lead and mentor the team, fostering a culture of excellence, collaboration, and continuous improvement
• Ensure that the family office complies with all relevant laws and regulations, mitigating legal and financial risks;

Your benefits:

• Flexible working arrangements for how, where and when you work, ensuring you thrive while delivering top results for your team and clients
• More opportunities to connect with loved ones, with the ability to work up to four weeks from anywhere in Australia and select international locations
• Health and lifestyle perks like a wellness credit and discounted memberships
• Gender inclusive 26 weeks paid parental leave
• World-class development opportunities to accelerate your career
• Strong mentors, meaningful work and plenty of networking opportunities
• Dress for your day so you can feel confident and comfortable for whatever your day has in store for you

Our commitment to diversity and inclusion:
 

We empower our people to use their creativity, authenticity and human differences to be champions of change and challenge our thinking. At PwC, we understand that diverse perspectives are necessary for solving complex problems. We believe that for diversity to truly flourish, it must be nurtured in an inclusive environment. That's why we are committed to fostering a workplace where everyone feels valued to thrive.
 

PwC is committed to making our recruitment processes inclusive, so if you need reasonable adjustments or would like to note which pronouns you use at any point in the application or interview process, please let us know.

Kerrie Edmonds is the Recruitment Manager for the role. As the team experiences high volumes of applications, we appreciate your patience to allow for a timely and fair process for all.
 

No Agencies Please: We kindly request that recruitment agencies do not submit CVs in response to this advertisement. We are only accepting applications direct from individuals.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Australian Taxation, Private Clients, Tax Accounting, Tax Calculations, Tax Effect Accounting

Optional Skills

Accepting Feedback, Accepting Feedback, Account Reconciliation, Active Listening, Analytical Thinking, Business Tax, Calculating Tax, Capital Gains Tax, Coaching and Feedback, Communication, Compliance Oversight, Compliance Support, Corporate Tax Planning, Corporate Tax Self Assessment, Creativity, Direct Tax, Domestic Restructuring (Taxes), Drafting Tax Documents, Embracing Change, Emotional Regulation, Empathy, Financial Statement Analysis, Inclusion, Income Tax Provisions, Influence {+ 38 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

Yes

Government Clearance Required?

No