Private Client, Succession Planning & Tax

Day One Recruitment; Brisbane; On-site; AUD 150,000 - 240,000; Full time

Benefits offered by this job

Autonomy and ownership of practice

Direct access to firm leadership

Modern Brisbane CBD offices

Path to equity in ~2 years

Competitive salary & bonuses

Job summary

Day One Recruitment is seeking a Senior Associate / Special Counsel in Private Client, Succession Planning & Tax for a Brisbane CBD practice. The role focuses on sophisticated wealth structuring, intergenerational wealth transfer, and tax considerations for high-net-worth families and business owners.

You will manage complex matters, develop client relationships, and have a clear pathway to equity within an established private client team.

Qualifications

• Approximately 10+ years PAE
• Strong taxation expertise relevant to succession and estate planning
• Experience advising high-net-worth clients, family groups or business owners
• The confidence to work directly with sophisticated clients and their advisers

Responsibilities

• Advise on complex succession and private client matters, including testamentary trusts and estate planning structures
• Lead and develop the private client and succession planning practice within the team
• Build and maintain long-term relationships with high-net-worth clients and referral partners
• Drive strategic direction and contribute to firm leadership and equity pathway

Skills

Taxation expertise

Private client

Succession planning

Leadership

Client relations

Commercial mindset

Job description

Private Client, Succession Planning & Tax

Senior Associate / Special Counsel | Private Client, Succession Planning & Tax

Lead an established private client practice with a genuine pathway to equity.

This is not a traditional wills and estates role.

An established Brisbane CBD team is seeking a senior lawyer with strong tax expertise to take a leadership role within its private client and succession planning practice.

The practice services a loyal client base and benefits from long-standing referral relationships.

The opportunity is for an experienced practitioner to take ownership of this area, strengthen existing client relationships and help further develop the firm's offering to high-net-worth families, business owners and family groups.

For the right person, this role offers significant autonomy, direct access to decision-makers and a genuine pathway to equity.

The Clients

You will work with a sophisticated client base including:

• High-net-worth individuals and multi-generational families
• Family offices and family groups
• Family businesses and entrepreneurs
• Rural and primary production enterprises

The work centres on protecting, structuring and transferring wealth across generations, often in collaboration with accountants, financial advisers and other trusted advisers.

The Role

You will advise on complex succession and private client matters, including:

• Testamentary trusts and sophisticated estate planning structures
• Family business and rural succession planning
• Intergenerational wealth transfer strategies
• Asset protection planning
• Trust restructures and variations
• Company constitution updates and corporate structuring
• Superannuation death benefit planning
• Tax-effective succession strategies
• Capital gains tax and trust taxation issues arising from succession planning

This is a strategic advisory role where succession planning, taxation, asset protection and structuring intersect. It will particularly appeal to lawyers who enjoy solving complex problems for sophisticated clients and their advisers.

About You

You are likely to have:

• Approximately 10+ years PAE
• Strong taxation expertise relevant to succession and estate planning
• Experience advising high-net-worth clients, family groups or business owners
• The confidence to work directly with sophisticated clients and their advisers
• An established professional network and referral relationships
• A commercial mindset and an interest in contributing to the future direction of a practice

Candidates from private wealth, private client, tax advisory, succession planning or related specialist practices are encouraged to apply.

What's on Offer

• An established practice with existing clients and workflow
• Genuine autonomy and ownership of the practice area
• A competitive salary and bonuses linked to billings and origination
• Direct access to firm leadership
• A supportive and collaborative culture
• Modern Brisbane CBD offices
• A genuine pathway to equity within approximately two years

This opportunity will suit an experienced practitioner looking for a leadership position within an established practice, with the autonomy to shape its future and a clear pathway to long-term ownership.