Tax Accountant

Ambition · Sydney NSW 2000 · Full time
Posted 14d ago

Tax Accountant

KEY POINTS WE FOUND
  • Join an international fund house as a Tax Accountant on a 12-month contract.
  • Support tax reporting services for a broad institutional client base.
  • Prepare trust distributions, tax calculations, and ensure compliance with reporting obligations.

The Opportunity

An excellent opportunity has become available for a Tax Accountant to join an international fund house on a 12-month contract. Reporting to the Tax Manager, you'll support the delivery of tax reporting services across a broad institutional client base, working on trust distributions, tax calculations, reporting obligations and client deliverables.

This role offers exposure to funds management, superannuation and investment taxation within a highly regarded global financial institution.

Key Responsibilities

  • Prepare trust distributions and taxable income calculations.
  • Assist with superannuation and life fund tax calculations and tax returns.
  • Deliver monthly, quarterly and annual tax reporting obligations.
  • Maintain client tax profiles and tax reporting data.
  • Perform reconciliations between investment systems and accounting ledgers.
  • Respond to client and stakeholder queries.
  • Support client transitions, projects and process improvements.
  • Ensure compliance with operational risk and control frameworks.

About You

  • CA or CPA qualified (or nearing completion).
  • Background in tax, fund accounting, custody, asset servicing, superannuation or funds management.
  • Understanding of trust taxation and investment tax reporting.
  • Strong analytical and reconciliation skills.
  • Excellent communication and stakeholder management abilities.
  • High attention to detail and a proactive mindset.
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Skills

0 of 11 matched
Analytical skillsAttention to detailExcellent communication skillsFund accountingProactive mindsetReconciliationStakeholder managementSuperannuationTax reportingTaxationTrust distributions

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Tax Accountant | Ambition | Australian Ageing Agenda