Private Client, Succession Planning & Tax (Brisbane)

Private Client, Succession Planning & Tax (Brisbane)

12 Nov
|
Day One Recruitment
|
Brisbane

12 Nov

Day One Recruitment

Brisbane

Senior Associate / Special Counsel | Private Client, Succession Planning & Tax
Lead an established private client practice with a genuine pathway to equity.

This is not a traditional wills and estates role.
An established Brisbane CBD team is seeking a senior lawyer with strong tax expertise to take a leadership role within its private client and succession planning practice.

The practice services a loyal client base and benefits from long-standing referral relationships. The opportunity is for an experienced practitioner to take ownership of this area, strengthen existing client relationships and help further develop the firm's offering to high-net-worth families, business owners and family groups.

For the right person, this role offers significant autonomy, direct access to decision-makers and a genuine pathway to equity.

The Clients
You will work with a sophisticated client base including:

- High-net-worth individuals and multi-generational families
- Family offices and family groups
- Family businesses and entrepreneurs
- Rural and primary production enterprises

The work centres on protecting, structuring and transferring wealth across generations, often in collaboration with accountants, financial advisers and other trusted advisers.

The Role
You will advise on complex succession and private client matters, including:

- Testamentary trusts and sophisticated estate planning structures
- Family business and rural succession planning
- Intergenerational wealth transfer strategies
- Asset protection planning
- Trust restructures and variations
- Company constitution updates and corporate structuring
- Superannuation death benefit planning
- Tax-effective succession strategies
- Capital gains tax and trust taxation issues arising from succession planning





This is a strategic advisory role where succession planning, taxation, asset protection and structuring intersect. It will particularly appeal to lawyers who enjoy solving complex problems for sophisticated clients and their advisers.

About You
You are likely to have:

- Approximately 10+ years PAE
- Strong taxation expertise relevant to succession and estate planning
- Experience advising high-net-worth clients, family groups or business owners
- The confidence to work directly with sophisticated clients and their advisers
- An established qualified network and referral relationships
- A commercial mindset and an interest in contributing to the future direction of a practice

Candidates from private wealth, private client, tax advisory, succession planning or related specialist practices are encouraged to apply.

What's on Offer

- An established practice with existing clients and workflow
- Genuine autonomy and ownership of the practice area
- A competitive salary and bonuses linked to billings and origination
- Direct access to firm leadership
- A supportive and collaborative culture
- Modern Brisbane CBD offices
- A genuine pathway to equity within approximately two years

This opportunity will suit an experienced practitioner looking for a leadership position within an established practice, with the autonomy to shape its future and a clear pathway to long-term ownership.

Apply today or for a confidential discussion contact:
Angela Grant
••••@dayonerecruitment.com.au | 04•• ••• 225

Day One Recruitment partners with leading law firms and in-house legal teams across Australia. If this role isn't quite right, please get in touch for a confidential market update and to discuss other opportunities.
www.dayonerecruitment.com.au

📌 Private Client, Succession Planning & Tax (Brisbane)
🏢 Day One Recruitment
📍 Brisbane

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