Private Clients – Personal / Income Tax – Manager (Melbourne) recruitment
Private Clients - Personal / Income Tax - Manager (Melbourne)
As part of Australia's largest professional firm, PwC Private Clients provides fully integrated assurance, tax and advisory services to leading private businesses, entrepreneurs and high-net wealth individuals. Our qualified specialists inspire confidence and client loyalty through demonstrating a deep understanding of their business at every stage of their lifecycle in order to offer new insight and commercial solutions. Private Clients provides its team members with multiple opportunities to collaborate with teams and clients on personal, business and corporate matters, to help our clients achieve their growth aspirations.
We are currently seeking a talented tax Manager level to join our High Net Wealth team in Private Clients. You will demonstrate drive, determination and business acumen to become a trusted and valuable asset to our clients. With a relevant tertiary qualification you will have a proven technical knowledge and tax understanding that you couple with strong consultancy, communication and interpersonal skills.
The ideal candidate for this role will:
- Assist in managing a portfolio of clients which include HNW individuals, self employed, small companies, trusts and estates and partnerships.
- Assist in managing tax compliance engagements on various clients which includes research for tax planning, tax advice, ATO tax enquiries, preparation, review, and completion of tax returns
- Provide tax consulting advice to clients on personal taxation, trusts and preferably also private company and superannuation issues
- Have experience in dealing with ATO audits of private clients
- International taxation advice, including residence and taxation implications of the treatment of offshore income would also be desirable
- Providing support to the broader High Net Wealth team on an ad-hoc basis
- Managing, coaching and supervising junior staff on those clients, including providing constructive formal and informal feedback on a timely basis
- Planning the assignment approach, including understanding client expectations, effectively scoping work and anticipating client demands
- Identifying areas of contention and discussing these with the engagement team/client
- Overall monitoring of progress of assignments against budget, with the aim of alerting the job manager to variances against budget or potential out of scope work
- Understanding and preparing bills to clients
- Ensuring deadlines are met and quality work is delivered
- Identifying business issues where PwC can provide value add solutions
- Regularly contributing to and/or assists in leading internal training sessions
- Acting on matters arising including identifying planning opportunities and practice development
- Acting as an integral part of coaching and training more junior staff.
Key characteristics required include:
- Strong relevant experience in professional services
- Over 5 years experience in a chartered environment with a key focus around High Net Wealth, family groups and private companies or corporate tax
- Demonstrated interest in and understanding of Private Clients, particularly High Net Wealth and senior executive clients
- Sound judgement, problem solving and negotiation skills
- A strong commercial focus and previous success and experience advising clients
- A commercial and strategic mindset for influencing and advising clients
- Strong interpersonal, verbal and written communication skills
Interested? Please apply online.