About the Team
The dynamic Tax Advisory Group ('TAG') is a team of highly qualified tax professionals who together deliver value‐adding tax advisory services to their clients, covering the complete tax spectrum, from individuals to multinational enterprises, with particular focus on the middle market sector of the Australian economy. With longstanding institutional relationships with the ATO, the team can also advocate for effective tax legislation that benefits all its clients. The Funds Management team is a cohesive unit within the broader Tax Advisory practice, specialising in corporate and private tax, funds management, transactions and international tax. Embracing a one firm approach, we encourage collaboration across practice teams to deliver the best outcomes for our clients.
About the Role
As a Manager in the Funds Management team, you will provide technical and commercially focused advice to a diverse range of clients across all states and territories of Australia on issues such as corporate and private tax, funds management, transactions and international tax.
Key Responsibilities
* Review and finalise tax consulting advice on a range of issues such as corporate and private tax, funds management, transactions and international tax.
* Take a proactive approach and communicate tax issues, opportunities and progress with partners and clients as required.
* Work with relevant ATO authorities in the context of ruling requests, risk reviews or GIC remission.
* Conduct in‐depth research and analysis of legislation, case law and rulings.
* Manage distribution review process for managed investment schemes and assist with the preparation and review of annual tax returns.
* Review calculated taxable income in line with current legislation.
* Address tax compliance issues and identify tax planning opportunities, offering practical and tailored solutions.
* Collaborate with other practice groups when required.
Who We're After
* Law or accounting degree, with a CA/CPA/CA or PLT qualification.
* Several years' experience in a similar role within a professional service, funds management, superannuation, banking or a related financial services environment.
* Exposure to managed investment schemes or funds management structures highly regarded.
* Strong technical knowledge of Australian tax legislation and tax advisory practices.
Desired Skills and Experience
Improve the way our clients work by providing expert Funds Management advice.
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