Analyst - Private Advisory & Family Office - Sydney

Analyst - Private Advisory & Family Office - Sydney

26 Sep
|
Deloitte
|
Sydney

26 Sep

Deloitte

Sydney

Date:

23 Sept 2026

Location:

Sydney, NSW, AU

Department:

Tax and Legal

Description:

Job Requisition ID: 41990

Thrive in an innovative, collaborative people culture

Mentoring, coaching and leadership programs to help you make an impact that matters

We value in-person connection with our teams and clients, with flexibility to balance work and life

We are seeking an Analyst to join our Private Advisory & Family Office (PAFO) team, based in Sydney.

What will your typical day look like

As an Analyst in our Private Advisory & Family, Sydney team, you will support a group of talented Managers, Directors, and Partners who work with Australia’s most iconic families and private enterprises, including entrants on the BRW Rich List.

Your client portfolio will comprise of high new wealth individuals and family groups, all the way through to privately owned start-up enterprises and through to large, mature trading businesses. You will be responsible for a portfolio of clients, delivering the below services with the support of your team:

Preparation and review of financial statements and tax returns for trusts, individuals, companies and partnerships

Preparation and review of all ATO correspondence, including Top 500 & Next 5000 ATO Private Group Reviews and general tax correspondence.

Identifying and advising clients on complex (or tailored) tax and accounting solutions for high net wealth families and their family offices

Assist on advisory engagements including estate planning and succession planning

Act as intermediary between directors, managers and your team

Provide exceptional client service

Technical support and training of junior staff

About our team

Deloitte PAFO is all about forming authentic relationships with Australia’s largest private entities and the families who own them, to offer specialist solutions such as tax and business advisory services to not only the business, but also the family.



Our culture of continuous improvement and support, coupled with a solid heritage of expertise, empowers us to be a globally competitive team.

We are looking for people who are excited to interact with Australia’s iconic founders and business owners, with a thirst to learn, who strives for excellence and has strong attention to detail.

Enough about us, let’s talk about you.

We’re looking for someone with:

Currently completing CA qualifications

Prior experience at a Big 4 or mid-tier professional or accounting services firm

Solid foundation of technical skills in taxation and accounting

Strong collaborative skills, a dedicated work ethic and excellent communication skills A passion for working with private clients and families

Why Deloitte?

At Deloitte, we focus our energy on interesting and impactful work. We’re always learning, innovating and setting the standard; making a positive difference to our clients and our society. We put coaching at the heart of what we do, helping our people grow their careers in any direction – whether it be up, moving into something new, or even moving across the world.

We embrace diversity, equity and inclusion. We have a diverse collection of people from different backgrounds, with different experiences, gender identities, abilities and thinking styles. What binds us together is a shared commitment to value everyone’s perspective and to cultivate inclusion; so that our work environment is a safe space we can all belong.

We value in-person connection with our clients and our colleagues.

We offer several ways for you to work flexibly so that you can serve your clients, stay connected with your team, and manage your personal priorities.

We help you live and work well. To support your personal and professional life, we offer a range of perks and benefits , including retail discounts, wellbeing leave, paid volunteering days, twelve flexible working options, market-leading parental leave and return to work support package.

📌 Analyst - Private Advisory & Family Office - Sydney
🏢 Deloitte
📍 Sydney

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