Senior Analyst
Core
Deliver income tax compliance and advisory services to a diverse portfolio of private entities including family-owned businesses, trusts, and private companies.
Role type
Senior IC tax analyst (private wealth)
Builds
Tax returns, compliance calendars, technical advice papers, and strategic tax planning solutions
Domain
Professional services / Tax / Private Wealth
Required skills
Tax legislation research, problem solving, client relationship management, financial statement review, tax return preparation, compliance calendar management, technical writing, risk management, strategic tax planning, wealth structuring
Preferred skills
Succession planning, estate planning, intergenerational wealth transfer, dispute resolution, ATO audit support
Technologies
ATO systems, tax software, financial modeling tools
Responsibilities
Prepare and review individual, trust, partnership, and private company tax returns; Research complex private wealth tax issues and prepare technical advice; Manage client compliance calendars including PAYG and FBT; Deliver strategic pre-year-end tax planning and wealth structuring advice; Act as key intermediary between partners and the team; Assist with ATO reviews, audits, and dispute matters
Seniority
Senior, hands-on IC