Tax Accountant

This leading Australian fund manager has been the pinnacle of performance and innovation for the last 20 years. They are currently seeking a Senior Tax Accountant to join their team.

Role Summary
The role encompasses key responsibilities in tax reporting, taxation of financial instruments, and tax-related client servicing. The successful candidate will actively participate in continuous professional development to stay current with industry standards.

Primary Responsibilities:

• Tax Reporting (80%): Review and prepare supplementary tax reporting, including 45-day reporting, Division 16E reporting, and present entitlement reporting.
• Taxation Review (10%): Analyze the taxation of financial instruments on an ad hoc basis.
• Tax Distributions & Returns (10%): Oversee tax distributions and tax returns for unit trust clients.

Key Accountabilities

• Review and prepare tax distributions and returns for unit trust clients.
• Prepare and review supplementary tax reporting.
• Evaluate corporate actions and procedures from a tax perspective, including transaction sampling.
• Support the Tax Manager on specific tax issues and tax accounting tasks.
• Contribute to projects aimed at improving the efficiency of tax information delivery to clients.
• Communicate with clients to address their tax reporting requirements and queries.

Qualifications, Experience, and Skills
Essential Qualifications:

• 5+ years of experience in tax accounting, preferably in a professional accounting or commercial environment.
• Strong understanding of Australian tax principles and their interaction with accounting.
• Intermediate proficiency in Excel.
• HiPort experience (highly desirable).

Highly Desirable Skills:

• Knowledge of the taxation of financial instruments, unit trusts, and complying superannuation funds.
• Experience in process evaluation and re-engineering.
• Bachelor's degree in accounting, business, or finance.

Formal Qualifications:

• CPA/CA qualification (or nearing completion).

Behavioral Competencies

• Ability to quickly learn and work with reporting systems.
• Strong team player, with a collaborative approach to task sharing.
• Keen interest in taxation and a desire for continuous learning.
• Ideal for candidates seeking to develop diverse skills in accounting, taxation, project management, and operations.