Job Description
Tax Director - High Net Worth Family Office
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Sydney | Private Wealth | Strategic Tax Leadership
n Some tax roles are about compliance.
n This one is about preserving wealth across generations.
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We're representing an exceptionally successful Australian family with significant private investments spanning operating businesses, property, private equity and sophisticated investment structures.
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As their Tax Director, you'll become a trusted adviser responsible for shaping the family's tax strategy, managing complex domestic and international structures, and ensuring every commercial decision is supported by sound technical advice.
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This is a rare opportunity to step into a highly influential role where your advice will directly impact long-term wealth preservation, investment decisions and future generations.
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The Opportunity
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Reporting directly to senior family stakeholders, you'll provide strategic tax leadership across a diverse and complex portfolio.
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Working alongside leading legal, accounting and investment advisers, you'll oversee tax governance while identifying opportunities to optimise outcomes across a broad range of investments and business interests.
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This is far more than a technical tax role.
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It's an opportunity to become one of the family's most trusted professional advisers.
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The Role
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You'll provide leadership across:
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Tax strategy for complex corporate, trust and investment structures
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Income tax, capital gains tax and indirect tax advisory
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Structuring new investments, acquisitions and divestments
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Tax planning across private wealth and family office operations
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Managing relationships with external advisers and regulatory bodies
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Identifying tax risks and developing practical commercial solutions
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Oversight of compliance across multiple entities
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Supporting investment decisions with commercially focused tax advice
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Monitoring legislative changes and advising on their impact
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Contributing to broader commercial and strategic decisions
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About You
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You'll be an accomplished tax leader with experience advising sophisticated private clients, family offices or large privately owned groups.
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You may currently be a Director or Partner within a leading accounting or advisory firm, or a senior in-house tax executive looking for a genuinely unique opportunity.
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You'll bring:
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CA qualification together with CTA or equivalent tax expertise
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Extensive experience across complex tax advisory
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Deep understanding of trusts, corporate structures and private wealth
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Solid knowledge of Australian taxation legislation
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Experience advising high-net-worth individuals or privately owned groups
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Exceptional commercial judgement
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Outstanding stakeholder management skills
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Absolute discretion, integrity and professionalism
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Exposure to international tax, private equity, investment structures or family office environments will be highly regarded.
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Why This Opportunity?
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Opportunities to join an established family office at this level are exceptionally rare.
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You'll work directly with decision makers, influence significant commercial outcomes and become a long-term trusted adviser within a sophisticated investment environment.
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In return you'll enjoy:
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A genuine strategic leadership role
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Exposure to complex and intellectually rewarding work
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Direct access to key decision makers
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Long-term career stability
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Attractive executive remuneration
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A highly professional, collaborative and discreet working environment
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Confidential Search
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Given the confidential nature of this opportunity, further information regarding the family and investment portfolio will be shared with shortlisted candidates following an initial discussion.
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📌 Tax Director - High Net Worth Family Office (New South Wales)
🏢 Aequalis Consulting
📍 New South Wales
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