LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.
With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren't working, while enhancing the things that were. Our authentic and personalised client‐first commitment. Our entrepreneurial spirit. Our focus in best‐in‐class advice. And our intimate understanding of the Australian private wealth landscape.
In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long‐term approach and private‐ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.
About the Opportunity
Join us as a Tax Specialist and play a critical role in driving accurate and timely delivery of QI, FATCA, and CRS regulatory compliance and reporting across the organisation. This role offers the opportunity to work with multiple teams across Operations, Front Office, Compliance, Technology, and Risk, contributing to the strength of our governance, controls, and cross‐functional collaboration.
You'll be the key point of expertise on complex tax regulatory obligations and will help shape continuous improvement initiatives that support high‐quality regulatory outcomes.
Please note, this is a 12 month fixed‐term opportunity.
Key Responsibilities
In this role, you'll provide specialist advisory, technical expertise, and hands‐on regulatory reporting across global tax requirements, including:
* Act as the subject matter expert for QI, FATCA and CRS regulations, providing advisory support, conducting reviews, and partnering with Operations, KYC, Compliance, Risk, and Front Office teams.
* Lead the delivery of annual QI‐FATCA‐CRS reporting by preparing, validating and submitting data to tax authorities accurately and on time.
* Maintain and enhance policies, procedures, operational controls, and technical documentation to ensure strong governance and adherence to regulatory standards.
* Analyse regulatory changes and assess operational impacts, recommending and driving process and system improvements across the business.
* Represent the COO team on regulatory and ad‐hoc projects, promoting regulatory awareness and delivering training when required.
* Perform data quality checks, reconciliations, and issue management to ensure accuracy, completeness, and integrity of regulatory reporting data.
About You
You are a technically strong, detail‐oriented professional with a passion for regulatory compliance and operational excellence. You thrive in a fast‐paced environment and bring:
* Proven expertise in an operational role with practical working knowledge of FATCA, CRS and/or QI regulatory compliance, with strong appreciation of risk, controls and operational impact.
* Deep technical understanding of U.S. and global tax reporting, applied confidently in a hands‐on operational environment.
* Strong communication skills, with the ability to translate complex requirements for non‐technical stakeholders.
* High attention to detail, strong judgement and integrity, with a commitment to quality and accuracy.
* A collaborative approach with the ability to influence and partner across Operations, Compliance and Front Office teams.
* Experience in private banking or wealth management (advantageous but not essential).
Why You'll Love the Role
At LGT, we pursue perfection through continuous improvement—and this role gives you the platform to make a meaningful, lasting impact. You'll enjoy:
* A chance to shape something new - This is a newly created position with a clear mandate. Your frameworks, processes and expertise will directly influence how LGT manages regulatory reporting now and into the future.
* True ownership and visibility - You'll be the trusted SME in your field, partnering with Front Office Teams, Compliance and Operational Risk & Audit.
* A collaborative, inclusive culture - We win as one team. You'll be supported by colleagues who value diversity of thought, shared learning and building long‐term relationships.
LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.
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