HNW & SMSF Tax Advisor — Client-Focused Leader

businessDEPOT Group; Brisbane; On-site; AUD 120,000 - 180,000; Full time

Job summary

businessDEPOT Group is seeking a specialist tax advisor to manage a portfolio of HNW individuals, family groups, and SMSF clients from its Brisbane office. You will deliver high-quality tax compliance, advisory, and strategic support across personal tax and SMSF matters, while working closely with a Director to ensure timely year-end financials and tax returns.

You will review work produced by others, provide guidance to junior staff, and identify opportunities to improve client outcomes.

Qualifications

• Experience in public practice accounting.
• Strong technical knowledge across personal tax, trusts, investment entities, and Div7A.

Responsibilities

• Manage a portfolio of HNW individuals, family groups, and SMSF clients.
• Deliver high-quality tax compliance, advisory, and strategic support across personal tax and SMSF matters.
• Review work prepared by others and coach junior team members.

Skills

Public practice accounting

Personal tax

SMSF

Tax compliance

Tax advisory

Review & coaching

Client relationship management

Leadership

Communication with clients

HNW advisory

Job description

businessDEPOT Group is seeking a specialist tax advisor to manage a portfolio of HNW individuals, family groups, and SMSF clients from its Brisbane office. You will deliver high-quality tax compliance, advisory, and strategic support across personal tax and SMSF matters, while working closely with a Director to ensure timely year-end financials and tax returns.

You will review work produced by others, provide guidance to junior staff, and identify opportunities to improve client outcomes.