The Opportunity We’re partnering with a private family office with a diverse portfolio of active trading businesses and investments across property, retail, technology and other sectors. Unlike many passive family offices, this group operates hands-on businesses, creating genuine demand for commercial and tax advisory support. Reporting directly to the Managing Director, this role offers the opportunity to work closely with decision-makers and play a trusted role in shaping tax, structuring and compliance outcomes across the group. Key Responsibilities Provide tax advice across a portfolio of trading and investment entities, including structuring, distributions and inter-entity arrangements Lead tax planning, compliance and year-end processes in conjunction with external advisors Manage Division 7A compliance, inter-entity loans and shareholder transactions Assess tax implications of new investments, acquisitions and business initiatives Act as the primary internal point of contact for tax matters, liaising with advisors and the ATO Oversee financial reporting and compliance obligations across the group Maintain oversight of entity structures, governance and statutory requirements Provide financial and tax insights to support commercial and investment decision-making Identify opportunities to improve tax efficiency, processes and controls Review and coordinate work completed by external bookkeepers or junior accounting support About You CA or CPA qualified Strong knowledge of Australian tax, including Division 7A and private group structures Experience working with or advising complex private groups, family offices or closely held businesses Commercial mindset with the ability to translate technical tax matters into practical advice Comfortable operating in a hands-on, confidential and entrepreneurial environment Strong communication skills and confidence working directly with senior stakeholders Why Apply? This is a rare opportunity to step into a trusted advisory role within a family office, offering exposure to a diverse portfolio of operating businesses and investments. The role provides autonomy, variety and the chance to influence meaningful tax and structuring decisions in a long-term environment.
