EOI | Director | Family Office Private Tax

Job description

Line of Service Advisory Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - Family Business Management Level Director Job Description & Summary Our clients depend on expert advice when navigating tax and succession, that’s where your leadership matters most. Your expertise will help shape confident futures for privately owned businesses and families, navigating complex tax and succession challenges. As a Director, you’ll play a vital role in providing tailored tax advisory and planning services that support clients throughout their business lifecycle. You’ll be working with clients across private businesses, family offices, entrepreneurs, and start-ups. Why PwC? At PwC Australia, your skills meet purpose. We tackle big challenges across industries like finance, technology, energy, and health, giving you the chance to make a real impact. Here, your growth is our priority. You’ll work with leading teams, explore new technologies, and unlock your full potential. Join a global community of more than 370,000 people who value bold ideas, collaboration, and lasting change. Together, we’re building trust and shaping the future. That philosophy is brought to life in our Family Office Tax practice . Long‑term advice. Complex family groups. Decisions that span generations. Family Office tax is not about volume‑driven work or short‑term engagements. It’s about trusted enduring relationships with families who own and control significant private wealth and businesses, and guiding them through complexity, change, and generational transition. As a Director in PwC’s Family Office Tax team , you’ll be a senior adviser to some of Australia’s most sophisticated private families. You’ll lead complex engagements, shape long‑term client strategy, and work closely with Partners to grow PwC’s Family Office capability and market presence. This is tax leadership with context, continuity, and consequences. What Family Office Tax Actually Looks Like You’ll operate at the highest level of complex private groups, advising across: Highly complex private group and trust tax matters, including large multi‑trust and multi‑entity structures, with a focus on technical risk, governance and long‑term sustainability Advanced trust taxation and distribution strategies, including: Income and capital streaming at scale Section 100A risk assessment and mitigation Trustee powers, present entitlement issues and trust integrity considerations Family‑owned business and investment group structuring, advising on: Whole‑of‑group structuring across operating, holding and investment entities Division 7A strategy, remediation and governance frameworks Managing private group integrity and ATO focus areas Capital gains tax and transaction leadership, including: Business sales, succession‑driven exits and partial divestments Small business CGT concessions Complex restructures, rollovers and group reorganisations (including Divisions 615, 122‑A and 124‑M) Intergenerational wealth, succession and governance planning, working closely with legal, private advisory and family governance specialists on: Ownership and control transitions Family governance frameworks and decision‑making structures Balancing tax outcomes, risk management and family dynamics ATO engagement and tax governance leadership, including: Leading ATO audits, reviews and risk reviews Managing private ruling strategies and high‑level technical submissions Advising families navigating heightened regulatory, reputational and public scrutiny What Makes Family Office Work Different The relationships are generational: You advise families over decades, not transactions. Judgement and leadership matter: Deep technical expertise must be paired with commercial insight and emotional intelligence. The structures are deeply interconnected: Trusts, companies, investments, and operating businesses function as a single ecosystem. The impact is lasting: Your advice influences legacy, stewardship, and long‑term wealth outcomes. This is where tax leadership becomes true trusted advisory. Your Role as a Director As a Director in the Family Office Tax team, you will: Lead and oversee PwC’s most significant and complex Family Office client relationships Act as a senior trusted adviser to family principals, boards and key decision‑makers Set long‑term tax, structuring and governance strategy for private family groups Provide technical leadership on the most complex and high‑risk tax matters Lead major structuring, succession and transaction engagements in partnership with PwC Partners Own and direct ATO engagement strategies, including audits, reviews and negotiations Review and approve high‑judgement technical advice and client deliverables Develop and mentor Senior Managers and future leaders within the practice Contribute to market profile, thought leadership and growth of PwC’s Family Office offering Support Partner group initiatives and play an active role in shaping the future direction of PwC Private What We Are Looking For Extensive experience in family office private tax, business or corporate tax at a senior leadership level Deep expertise advising complex private groups, trusts and family‑owned businesses Proven ability to lead large, high‑risk engagements and senior client relationships Strong technical authority across trust taxation, CGT, Division 7A and private group integrity A strategic, commercial mindset with the ability to navigate family, governance and reputational considerations A passion for leadership, mentoring and building a market‑leading Family Office practice What you’ll gain: Leadership development programs and executive coaching designed to help you inspire teams and accelerate your career growth. A culture valuing diverse perspectives, empowering leaders to drive innovation and collaboration, learn more about our commitment to Inclusion and Diversity and First Nations Prosperity A world-class parental leave policy offering up to 26 weeks of leave for caregivers, supporting your family and personal life. Flexibility means trusting you to choose when, where, and how you work, balancing what’s best for you, your team, and your clients to grow and thrive together. Being part of a community united by purpose, delivering impact that reaches clients, communities, and the future you’re shaping. We know that perks are as important as your financial rewards. Explore all the benefits that PwC has to offer here. Ready to grow here and go further? Join PwC Australia as a Director and make an impact that goes beyond the expected. Apply now and take your next step with a team shaping the future. We’re committed to treating all our job applicants fairly and with respect, irrespective of their actual or assumed background, disability, neurodivergence, or any other protected characteristic and to maintaining a safe, respectful workplace for everyone. We want you to have every opportunity to thrive in our selection process. In the application form, you can let us know what adjustments you require during our recruitment process and/or any workplace accommodations you anticipate needing to help you perform your role. We welcome applications from individuals seeking part-time arrangements. Kerrie Edmonds is the Recruitment Manager for the role. As the team experiences high volumes of applications, we appreciate your patience to allow for a timely and fair process for all . No Agencies Please: We kindly request that recruitment agencies do not submit CVs in response to this advertisement. We are only accepting applications direct from individuals. Education (if blank, degree and/or field of study not specified) Degrees/Field of Study required: Degrees/Field of Study preferred: Certifications (if blank, certifications not specified) Required Skills Optional Skills Accepting Feedback, Accepting Feedback, Account Reconciliation, Active Listening, AI Fluency, AI-Human Collaboration, Analytical Thinking, Business Tax, Calculating Tax, Capital Gains Tax, Coaching and Feedback, Communication, Compliance Oversight, Compliance Support, Corporate Tax Planning, Corporate Tax Self Assessment, Creativity, Digital Tooling, Direct Tax, Domestic Restructuring (Taxes), Drafting Tax Documents, Embracing Change, Emotional Regulation, Empathy, Financial Statement Analysis {+ 45 more} Desired Languages (If blank, desired languages not specified) Travel Requirements Not Specified Available for Work Visa Sponsorship? No Government Clearance Required? No Job Posting End Date September 25, 2026