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About the Role
As a Senior Associate in Family Office within Private Tax, you'll play a vital role in delivering tax compliance and strategic planning services, working with clients across privately owned businesses, family offices, and philanthropic organisations.
Responsibilities
- Prepare tax filings and navigate complex tax compliance challenges to drive impactful results for clients.
- Design innovative tax structures tailored to achieve clients' commercial goals.
- Act as a trusted liaison with the Australian Taxation Office (ATO), representing clients during engagements and managing their reporting obligations.
- Deliver strategic guidance on acquiring new investments or business assets, enabling clients to make informed decisions for long-term success.
- Support families with estate planning and generational wealth transfer to help secure their legacy.
- Assist clients in advancing environmental, social, and charitable missions through private charities and philanthropic initiatives.
Requirements
- Ideally you hold a CA/CPA qualification, or be working towards completion.
- A keen eye for accuracy and timeliness when it comes to tax compliance and reporting.
- You're a strategic thinker who contributes to tax planning with real, tangible impact for clients.
- A natural relationship builder who connects genuinely with colleagues and clients alike.
- A genuine passion for safeguarding wealth and helping clients reach their long-term financial goals.
Skills
- Accepting Feedback
- Account Reconciliation
- Active Listening
- Analytical Thinking
- Business Tax
- Calculating Tax
- Capital Gains Tax
- 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
- Intellectual Curiosity
Location
- Australia
Work Type
- Full-time
Experience Level
- Senior Associate
Education Level
- CA/CPA qualification
Benefits
- Opportunity to work with leading organisations and cutting-edge technology.
- Flexibility to choose when, where, and how you work.
- Clear paths for career progression supported by continuous learning and leadership development.
- Generous leave entitlements including four weeks’ annual leave and float public holidays.
- World-class parental leave policy offering up to 26 weeks of leave for caregivers.
About the Company
- 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.
Equal Opportunity
- 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.