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 current technologies, and unlock your full potential.

Join a global community united by 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.

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

📌 EOI | Director | Family Office Private Tax (Melbourne)
🏢 PwC Australia
📍 Melbourne