Private Client Tax Associate — Growth & Flexible Perks

Bartier Perry Pty Limited

Sydney

On-site

AUD 120,000 - 180,000

Full time

3 days ago
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Benefits offered by this job

Flexible work arrangements
Incentive bonus
Regular social and team-building
Parental leave 20 weeks
In-house learning and development
Reward and recognition
Health & wellbeing initiatives

Job summary

Bartier Perry in Sydney is seeking an Associate to join our high performing Private Clients team. You will work on taxation, superannuation, trusts, estate planning, succession planning and related commercial matters, gaining exposure to technically challenging matters while building trusted adviser relationships with clients and professional referrers.

This role offers structured career progression within a warm, supportive environment, mentoring from partners and senior practitioners, and

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 commercial matters.
  • Strong technical, analytical and problem-solving skills.
  • Excellent drafting, communication and stakeholder management abilities.
  • Commercial and pragmatic approach to delivering client outcomes.
  • Ability to manage competing priorities with exceptional attention to detail.
  • Collaborative mindset and commitment to outstanding client service.
  • Completed, undertaking, or willing to undertake further tax studies.

Responsibilities

  • Work on a diverse range of private client matters including taxation, estate planning and wealth advisory.
  • Gain exposure to tax disputes, planning and negotiations with relevant authorities.
  • Develop trusted adviser relationships with clients and professional referrers.
  • Receive mentoring from partners and senior practitioners while increasing autonomy.

Skills

Taxation
Private client advisory
Trusts
Estate planning
Attention to detail
Communication
Stakeholder management
Collaboration

Education

Legal qualification

Job description

Bartier Perry in Sydney is seeking an Associate to join our high performing Private Clients team. You will work on taxation, superannuation, trusts, estate planning, succession planning and related commercial matters, gaining exposure to technically challenging matters while building trusted adviser relationships with clients and professional referrers.

This role offers structured career progression within a warm, supportive environment, mentoring from partners and senior practitioners, and

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