Family Office Tax Specialist | Manager | Family Office Tax at pwc

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

0.0

Posted On

24 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Technical Expertise, Private Wealth, Family Office Structures, Client Portfolio Management, Relationship Building, Leadership, Mentoring, Team Development, Communication, Stakeholder Management, Australian Taxation Office Liaison, Restructures, Capital Gains Tax, Division 7A, Trust Losses, Estate Planning

Industry

Professional Services

Description

Line 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. 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 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 April 22, 2026 Are you ready to make a difference? Want to unlock new value by applying your unique perspective and talents? You can grow exponentially at PwC. Here, you can uncover hidden talents, build lifelong relationships rooted in trust and empathy and turn challenges into opportunities for innovation. We’ll help you grow your skills through challenging, meaningful work so you can go further.

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Responsibilities

The Manager will advise high net worth individuals, families, and business owners on complex tax matters, including restructures, capital gains tax, Division 7A, and trust losses. Responsibilities also include providing comprehensive tax compliance, planning, and advisory services for diverse client portfolios and delivering family advisory services like succession and estate planning.