Are you a detail-oriented professional with a passion for Tax and Financial Reporting? We have an exciting role for a vibrant and dynamic team lead, where you will be able to leverage your expertise and play an instrumental role in navigating and ensuring we deliver tax, financial and regulatory products to our clients to a high quality. As a key member of our Fund Services team, you will play a critical role in safeguarding the integrity of everything we do in accordance with Australian Tax Office (ATO) and Australian Accounting Standards Board (AASB) regulations.

As a Tax Financial Reporting Manager – Vice President in the Fund Services Operations team, you will be responsible for supporting the Head of Financial Reporting in overseeing the department and also will have responsibilities for delivering on the strategic goals of the department, in relation to technology, operating model and new product development. You will have a number of tax/financial reporting professionals reporting into you. Also, you will be responsible for building and maintaining external client relationships, partnerships with local operations, client services and ancillary teams.

Job responsibilities

• Oversee and sign off when necessary – tax distributions, discovery and tax returns for unit trust clients
• Oversee and sign off when necessary – financial statements for unit trusts clients
• Ensure that all deliverables are captured, completed and delivered according to agreed timetables and client SLAs
• Provide career development, training, coaching and guidance to team members
• Facilitate communication with clients over their tax reporting requirements and accounting/tax related queries
• Act as a subject matter expert for tax related queries.
• Represent the financial reporting team on specific projects relating to clients, process improvements, and product development
• Troubleshoot and resolve operations issues through research and engagement with the relevant teams
• Deliver on strategic goals of the financial reporting team in relation to technology and operating model
• Build and maintain effective partnership with our offshore centre of excellence
• Build an in-depth knowledge on all of the team’s processes

Required qualifications, capabilities, and skills 

• At least 8 years of experience in Australian tax, specifically in relation to trust income distributions and trust tax returns; or solid experience in statutory reporting and applications of accounting standards in accordance with AASB & International Financial Reporting Standards (IFRS) for managed investment trusts
• Experience in a management or leadership role
• Proven track record of delivering on strategic goals in relation to technology, ops model and product development
• Effective planning and time management skills, with demonstrated initiative and proactive approach to managing dynamic workload and periodic overtime
• A tertiary qualification in Tax, Accounting or a related discipline

Preferred qualifications, capabilities, and skills

• Experience in a Chartered Accountant (CA)/Certified Public Accountant (CPA) firm or a global custodian would be highly regarded
• CA/CPA/Chartered Tax Adviser (CTA) qualifications preferable