Associate - Tax

Bartier Perry Pty Ltd; Sydney; On-site; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Competitive salary + bonus

Career progression

Wellbeing & wellness program

Regular social events

20 weeks parental leave

Job summary

Bartier Perry Pty Ltd in Sydney is seeking an Associate for its highly regarded Private Clients team. You will work on taxation, trusts, estate planning and wealth-structuring matters, building trusted adviser relationships with clients and referrers.

The role offers structured career progression in a warm, supportive environment with mentoring from partners and senior practitioners as you handle increasingly autonomous matters.

Qualifications

• 4–6 years' PQE in a reputable law or accounting firm.
• Experience in taxation, trusts, superannuation, estate planning, succession planning, private client advisory, or related matters.
• Strong technical, analytical and problem-solving skills.
• Excellent drafting, communication and stakeholder management abilities.
• A commercial and pragmatic approach to delivering client outcomes.
• Ability to manage competing priorities with exceptional attention to detail.
• A collaborative mindset and commitment to outstanding client service.
• Completed, undertaking, or willing to undertake further tax studies.

Responsibilities

• Provide taxation, trusts, estate planning and related private client advisory services.
• Contribute to business succession and intergenerational wealth transfers.
• Draft law firm documents and communicate effectively with clients.
• Collaborate with partners and senior practitioners on complex matters.
• Maintain high standards of client service and attention to detail.

Skills

Taxation

Trusts

Estate planning

Superannuation

Drafting

Communication

Stakeholder management

Attention to detail

Collaboration

Education

Australian legal qualification

Job description

• A competitive salary and bonus scheme
• Learning and career progression opportunities
• Free fitness classes, wellness program & regular social events

About the role

As a result of growth, we have a fantastic opportunity for an Associate to join our high performing, friendly and innovative Private Clients team.

Our firm has one of the most highly regarded and award-winning Private Client practices in Sydney. The team provides strategic advice across taxation, superannuation, trusts, business succession, estate planning, estate administration and tax controversies, bringing together deep technical expertise and extensive experience across a broad range of private client matters.

Working alongside the broader team, you will gain exposure to technically challenging matters while building trusted adviser relationships with clients and professional referrers.

Bartier Perry offers structured career progression for those who want it, within a warm, friendly and supportive environment.

Our ideal candidate will possess:

• 4-6 years' PQE gained in a reputable law or accounting firm.
• Experience in taxation, trusts, superannuation, estate planning, succession planning, private client advisory, or related commercial matters.
• Strong technical, analytical and problem-solving skills.
• Excellent drafting, communication and stakeholder management abilities.
• A commercial and pragmatic approach to delivering client outcomes.
• Ability to manage competing priorities while maintaining exceptional attention to detail.
• A collaborative mindset and commitment to outstanding client service.
• Completed, undertaking, or willing to undertake further tax studies.

This position offers:

This is an opportunity to work on a diverse range of matters including:

• Federal and state taxation advice.
• Tax disputes, audits, reviews, objections and negotiations with the ATO and Revenue NSW.
• Trust, company and asset protection structures.
• Estate planning, succession planning and intergenerational wealth transfers.
• Business succession and family business advisory work.
• Superannuation and self-managed superannuation fund matters.
• Revenue, duty, payroll tax and GST matters.
• Complex private client and family wealth structuring projects.

You will have the opportunity to manage matters with increasing autonomy while continuing to receive hands-on mentoring from experienced partners and senior practitioners.

About Bartier Perry

Recognised as a 2024 Employer of Choice, Bartier Perry is a firm where our culture shapes everything we do. We pride ourselves on being approachable and high-performing while actively promoting a healthy work-life balance. We engage respectfully with one another, our clients, and the wider community.

We share a united commitment to excellence, and our supportive, inclusive culture empowers everyone to reach their full potential and thrive in their careers and beyond.

As a progressive law firm, we are dedicated to nurturing your unique talents and providing opportunities at every stage of your career. Our professional training and development programs are designed to support growth, high performance, and career progression.

We have a clear strategy and purpose that guides us.

From accessible partners who actively mentor and provide guidance to secondment opportunities with industry-leading clients, we create pathways for our people to flourish professionally and personally.

Culture & Benefits

• Flexible work arrangements to support work-life balance
• Incentive bonus program for all staff
• Regular social and team-building activities
• Generous 20 weeks paid parental leave for eligible caregivers
• In-house learning and development opportunities
• Reward and recognition programs
• Comprehensive Health & Wellbeing initiatives

Learn more about working at Bartier Perry.

Only applicants with the legal right to work in Australia will be considered for this role

We are currently inviting direct applications only and will not be engaging recruitment agencies for this role.

Bartier Perry is committed to being an inclusive, flexible, and welcoming workplace where diversity is valued and respected. We celebrate differences, including age, gender identity and expression, cultural background, disability, sexual orientation, religion, family and caring responsibilities, and more. We strongly encourage applications from Aboriginal and Torres Strait Islander peoples and are dedicated to creating a culturally safe and supportive environment.

If you require any adjustments during the recruitment process or in the workplace, please contact our People & Culture team. We encourage you to inform us at the time of application - we welcome hearing from you.