Private Client Tax Associate - Growth and Flexible Work

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

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.