Manager - Private Clients (Tax Advisory)

RSM Australia; Sydney; On-site; AUD 130,000 - 170,000; Full time

Job summary

RSM Australia is seeking a talented Manager to join our Private Client Tax Advisory team in Sydney. You will partner with clients and senior leaders to provide expert advice on income tax, capital gains tax, structuring and tax controversy.

You will identify complex tax issues, prepare written advice, mentor junior staff, and lead the delivery of complex tax planning engagements, while maintaining strong client relationships and contributing to the team's growth.

Qualifications

• CA/CTA or equivalent professional qualification completed.
• Degree-qualified in Commerce, Accounting, Law or related discipline.
• 5-7 years' experience within a Professional Services environment.
• Strong technical tax knowledge and advisory experience.

Responsibilities

• Identify, research and resolve all complex tax issues.
• Provide advice on complex taxation matters including M&A, structuring, tax planning and ATO disputes.
• Prepares formally written tax advice, memorandums and reasonably arguable position papers.
• Advises clients on practical and commercial issues and develops solutions which genuinely add value to the client's business.
• Share knowledge as a subject matter expert on best practices and industry market trends to actively increase the overall knowledge of the team.
• Applies tax technical knowledge to provide advice on client activity.
• Prepares complex deferred tax calculations for large groups, consolidated groups, and MEC groups.
• Reviews complex income tax returns for individuals, companies, partnerships and trusts.
• Review work papers and ensure appropriate evidence is documented.
• Consideration to long term risk on tax matters.
• Meets with clients and is able to form positive relationships.
• Manages workflow of the team and communicates with partner on a frequent basis on necessary matters.
• Reviews work of junior team members.
• Ensure processing of information into the Firms systems has been properly recorded.
• Delivers complex tax planning to for clients.

Skills

Tax advisory

Tax planning

Client engagement

Leadership

Mentoring

Stakeholder management

Analytical thinking

Communication skills

Attention to detail

Team collaboration

Education

CA/CTA or equivalent

Commerce/Accounting/Law degree

Job description

We're looking for a talented Manager to join our Private Client Tax Advisory team, partnering with clients and senior leaders to provide expert advice on a variety of taxation matters in the Private Client's, including income tax, capital gains tax, structuring, and tax controversy. This is an opportunity to make a real impact while working on complex and rewarding client engagements.

Key Responsibilities

• Identify, research and resolve all complex tax issues.
• Provide advice on complex taxation matters including M&A, structuring, tax planning and ATO disputes.
• Prepares formally written tax advice, memorandums and reasonably arguable position papers.
• Advises clients on practical and commercial issues and develops solutions which genuinely add value to the client's business.
• Share knowledge as a subject matter expert on best practices and industry market trends to actively increase the overall knowledge of the team.
• Applies tax technical knowledge to provide advice on client activity.
• Prepares complex deferred tax calculations for large groups, consolidated groups, and MEC groups.
• Reviews complex income tax returns for individuals, companies, partnerships and trusts.
• Review work papers and ensure appropriate evidence is documented.
• Consideration to long term risk on tax matters.
• Meets with clients and is able to form positive relationships.
• Manages workflow of the team and communicates with partner on a frequent basis on necessary matters.
• Reviews work of junior team members.
• Ensure processing of information into the Firms systems has been properly recorded.
• Delivers complex tax planning to for clients.

Skills, quaifications and experience

• Degree-qualified in Commerce, Accounting, Law or a related discipline.
• CA, CTA, or equivalent professional qualification completed.
• 5-7 years' experience within a Professional Services environment.
• Strong technical tax knowledge and experience providing tax advisory services.
• Proven experience leading, mentoring, and developing team members.
• Excellent written communication, analytical, and report-writing skills.
• Strong stakeholder management and interpersonal communication skills.
• High attention to detail with the ability to manage competing priorities.
• Ability to work both autonomously and collaboratively in a team environment.
• Demonstrated commitment to ongoing professional development.

Desirable

• Master of Tax (MTax), Bachelor of Laws (LLB), or Juris Doctor (JD) qualification.
• Experience as a Solicitor.