Family Office Tax Specialist | Manager | Family Office Tax
Role description
From the employerLine of Service
Advisory
Industry/Sector
Not Applicable
Specialism
Entrepreneurial & Private Business (EPB) - Family Business
Management Level
Manager
Job Description & Summary
The work you do today could help define what’s possible tomorrow. As a Manager
in our Private Tax Family Office team, you’ll play a vital role in providing
tailored tax advisory, compliance, and estate planning services that support
high net wealth individuals, families, and privately owned businesses throughout
their growth and succession journeys. You’ll be working with clients across a
diverse range of sectors in the Australian economy, helping them grow and
protect their wealth with confidence.
Why PwC?
At PwC Australia, your skills meet purpose. We tackle big challenges across
industries like finance, technology, energy, and health, giving you the chance
to make a real impact. Here, your growth is our priority. You’ll work with
leading teams, explore new technologies, and unlock your full potential.
Join a global community of more than 370,000 people who value bold ideas,
collaboration, and lasting change. Together, we’re building trust
and shaping the future.
What you’ll do
- Advise high net wealth individuals, families, and business owners on complex
tax matters including restructures, capital gains tax, Division 7A, and trust
losses.
- Provide comprehensive tax compliance, planning, and advisory services for
diverse 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) in relation to Top 500 and
Next 5000 programs, ensuring compliance and proactive issue resolution.
What we’re looking for
- 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 and develop junior team members and
contribute to the growth of a Private Tax specialist team.
- Excellent communication and stakeholder management skills, including
engagement with regulatory bodies like the ATO.
What you’ll gain
- The opportunity to work with leading organisations and iconic businesses
across a broad range of sectors that challenge and expand your expertise.
- Flexibility means trusting you to choose when, where, and how you work,
balancing what’s best for you, your team, and your clients to grow and thrive
together.
- Clear paths for career progression supported by continuous learning and
leadership development.
- Generous leave entitlements including four weeks’ annual leave and float
public holidays to support your work-life balance.
- A world-class parental leave policy offering up to 26 weeks of gender
inclusive paid leave for caregivers, supporting your family and personal
life.
We know that perks are as important as your financial rewards. Explore all the
benefits that PwC has to offer here. [https://bit.ly/4fFLA3z]
Ready to grow here and go further? Join PwC Australia as a Manager and make an
impact that goes beyond the expected. Apply now and take your next step with a
team shaping the future.
We’re committed to treating all our job applicants fairly and with respect,
irrespective of their actual or assumed background, disability, neurodivergence,
or any other protected characteristic. We want you to have every opportunity to
thrive in our selection process. In the application form, you can let us know
what adjustments you require during our recruitment process and/or any workplace
accommodations you anticipate needing to help you perform your role.
Kerrie Edmonds is the Recruitment Manager for the role. As the team experiences
high volumes of applications, we appreciate your patience allowing 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 only accept applications
directly 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, Family Office, Private Client Tax (Inactive)
- 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, Information Gathering {+ 35 more}
- Desired Languages (If blank, desired languages not specified)
- Travel Requirements
- Not Specified
- Available for Work Visa Sponsorship?
- No
- Government Clearance Required?
- No
- Job Posting End Date
- July 19, 2026