Tax Advisory Manager Private Clients

William Buck; Victoria (MN); On-site; USD 97,854 - 132,802; Full time

Benefits offered by this job

Flexible working arrangements

Professional development

Direct access to Partners

Job summary

William Buck is seeking a Tax Advisory Manager or Senior Manager to join our Melbourne Tax Advisory team. You will work closely with business owners, family groups and high-net-worth individuals on complex tax matters, including restructures, succession planning and wealth transfer.

You will lead advisory projects, mentor junior staff and partner with senior leaders to deliver practical, compliant solutions aligned to client objectives.

Qualifications

• 5+ years' experience in tax advisory for private clients.
• Strong technical expertise across private groups taxation, trusts, Division 7A and small business CGT concessions.
• Experience advising business owners, family groups and high-net-worth individuals.
• Excellent interpersonal, communication and relationship management skills.
• Proven project management capability and client engagement experience.

Responsibilities

• Advising privately owned businesses and family groups on restructures, succession planning, trust taxation and governance strategies.
• Leading advisory projects from planning through implementation, managing ATO reviews, mentoring junior team members and collaborating with Partners and colleagues to deliver practical outcomes.
• Building trusted relationships with clients and contributing to a collaborative, high-performing team environment.

Skills

CA/CTA

Tax advisory

Project management

Client engagement

Education

CA, CTA, Master of Tax or equivalent

Job description

Are you looking for a tax role that's more than just compliance?

William Buck, more than advisors
We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'just-right' model – a top-tier firm that's perfectly sized to ensure every employee has a tangible impact.

As one of Australia's most respected accounting and advisory firms, we're known for helping privately owned businesses, family groups and entrepreneurs achieve their goals. As our Tax Advisory Group continues to grow, we're looking for a Tax Advisory Manager or Senior Manager to join our Melbourne team and help clients navigate increasingly complex tax and business challenges.

Description of the role

We're seeking an experienced Tax Advisory Manager / Senior Manager – Private Clients & Family Groups to join our Melbourne Tax Advisory team.

In this role, you'll work closely with business owners, family groups and high-net-worth individuals on complex tax advisory matters including restructures, succession planning, intergenerational wealth transfer, asset protection and strategic business planning. You'll help clients understand evolving tax legislation, assess the impact on their structures and implement practical solutions aligned to their commercial and family objectives.

What makes you ‘just right’

• CA, CTA, Master of Tax or equivalent qualification preferred.
• 5+ years' experience in tax advisory for private clients within a Big 4, mid-tier or specialist tax consulting firm.
• Strong technical expertise across private groups taxation, trusts, Division 7A and small business CGT concessions.
• Experience advising business owners, family groups and high-net-worth individuals.
• Excellent interpersonal, communication and relationship management skills.
• Proven project management capability and client engagement experience.

What your day might look like

• Advising privately owned businesses and family groups on restructures, succession planning, trust taxation and governance strategies while helping clients respond to evolving legislation and ATO guidance.
• Leading advisory projects from planning through to implementation, managing ATO reviews, mentoring junior team members and collaborating with Partners and colleagues to deliver practical outcomes.
• Building trusted relationships with clients and enjoying the culture that comes from working with a collaborative, high-performing team.

What makes us ‘just right’

• Diverse and interesting private client portfolio.
• Significant client contact and advisory responsibility.
• Genuine partnership pathway for the right candidate.
• Flexible working arrangements that support work-life balance.
• Supportive and collaborative team culture.
• Ongoing professional development and technical learning opportunities.
• Direct access to Partners and senior leadership.

More about us

William Buck is a leading network of Chartered Accountants and Advisors, established in 1895, with over 150 Partners and 1,200 professional staff across 10 offices in Australia and New Zealand. We focus on deeply understanding our clients' needs and delivering tailored solutions that go beyond traditional accounting and advisory services.

If you want to join a company where friendships are forged and careers are made, come on over to a place that's delivering more than just advice.

William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated and everyone feels valued. Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you require any reasonable adjustments to participate fully in our recruitment process.