5 Advisory and Tax

Jason Lee

Director – Head of Tax

Jason is Director – Head of Tax at 5 Financial, leading the firm’s tax and business advisory division. He drives the strategic direction and continued growth of this area while maintaining the high standards expected across the business.

With over 16 years of experience in chartered accounting public practice, Jason works closely with clients to manage their tax affairs and implement tailored, proactive strategies. He specialises in supporting small to medium enterprises, providing expert guidance on tax structuring, business advisory, and complex tax matters.

His expertise spans income tax compliance across individuals, trusts, companies and partnerships, as well as tax structuring, transaction support, and the taxation of investments and business entities. Jason brings clear thinking and a strategic approach to every client engagement, helping them navigate complexity with confidence.

Jason holds a Master of Taxation from the University of Sydney, where he achieved high academic distinction in corporate taxation, mergers and acquisitions, and the taxation of corporate groups. He is a Chartered Accountant and a member of Chartered Accountants Australia and New Zealand, and also holds a Bachelor of Commerce (Professional Accounting) from Macquarie University, graduating with distinction and receiving Golden Key Honour Society recognition.

Known for his collaborative approach and genuine care for his clients’ success, Jason takes pride in building strong, long-term relationships and delivering advice that is both practical and impactful.

Outside of work, Jason enjoys staying active and has a strong background in soccer, including a trial with the Chelsea Under-16 team in England. These days, you’ll find him running or at the gym.

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