About UsMutual Trust is a Multi-Family Office which provides integrated professional financial services to some of Australias most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.About Our TeamMutual Trust has over 220 staff, located across our offices in Sydney, Melbourne, Perth and Adelaide. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across tax and accounting, family office, wealth management, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.The OpportunityWe are strengthening our presence in Sydney and seeking a Senior Manager, Director or Junior Partner to join our nationally integrated Tax, Accounting, Consulting & Superannuation (TACS) team. This role offers the opportunity to support clients on the ground, contribute to organic growth and play a key part in Mutual Trusts long-term strategy in NSW.Youll take on a portfolio of existing clients, collaborate nationally with tax and family office peers and help grow the local team over time. If youre ready to step beyond the traditional firm model and join a purpose-led, relationship-driven environment - this is a unique opportunity to shape your career while supporting some of Australias most successful families.What Youll DoIn this pivotal role, you will:Deliver tax advisory and compliance services to a portfolio of high-net-worth families, family businesses, trusts and philanthropic entities.Act as the local Sydney presence within our national TACS team, ensuring high-touch service and continuity for transitioning clients.Selectively serve as a Responsible Person on Private Ancillary Funds (PAFs), where appropriate, and help execute on the structuring of philanthropic entities.Collaborate across our multidisciplinary teams - family office, legal, investment and philanthropy, to provide integrated, values-aligned advice.Contribute to the long-term growth of the Sydney office by supporting local growth opportunities and building trust-based relationships.About YouYou bring more than technical ability - youre a relationship-driven leader who thrives in dynamic, values-led environments.Youll likely be:A Senior Manager, Director or early-stage Partner with 10+ years experience in private client tax advisory (from accounting, law or multi-disciplinary firms).Commercially astute and experienced in both tax advisory and compliance services.Passionate about working with UHNW families, family businesses and philanthropic structures, with an understanding of the unique dynamics they present.Well-networked and ideally able to bring or attract client relationships or additional team members.A natural collaborator curious, humble, and motivated by long-term, purpose-led client outcomes.You may be an established leader ready to step into broader ownership, or an ambitious Director ready for Partner-level responsibility.Why Join UsJoining Mutual Trust offers you the opportunity to enjoy:Supportive flexible work arrangements.Opportunity to purchase up to four weeks additional leave each year.Recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).Winner of the Euromoney Private Banking Awards 2025 - Australias Best for Family Office Services.Professional training and development for staff of all levels.Yearly health and well-being allowance and ongoing activities.Work with industry experts in highly specialised roles.Employee assistance program that offers free counselling and support for you and your family.Annual performance payment (based on your performance and Firm-wide results).Paid community / volunteer days and an award-winning staff giving program.Reward and Recognition program.Ongoing staff entertainment.How to ApplyMutual Trust is a purpose-led organisation. We achieve this with people who are Excellent, Heartfelt, Inspiring and Principled. If these values resonate with you, please submit your application online with the following:A cover letter, andA detailed resume in Word format.If you would like more information on this role, please call Kate Farmer on 03 9605 9500.Applications close Friday 02 May 2025.Only applicants with permanent residency or without visa restrictions will be considered. #J-18808-Ljbffr
Job Title
Tax Executive