A leading global investment manager is seeking a Commercial Associate Director, Tax to join its high-performing Transactions Tax team in Sydney.
This is a strategic, commercially focused role supporting complex acquisitions, restructures, divestments and new fund establishment activities across multiple jurisdictions.
You will partner closely with deal teams, asset management, finance and operations to deliver tax-efficient outcomes aligned with broader investment objectives.
The Role
In this role, you will play a key role in advising on transaction structuring, tax risk management and strategic tax planning across a diversified global platform.
Key Responsibilities Transaction & Structuring Advisory
* Advise deal teams on tax aspects of M&A transactions, including due diligence, structuring, financial model review and legal documentation.
* Support fund establishment and new product development initiatives.
* Contribute to investor due diligence processes, including side-letter negotiations.
* Develop and implement tax strategies to optimise outcomes across complex transactions.
* Assess the impact of new or proposed legislation and regulatory developments.
* Identify tax efficiencies and structuring opportunities across global investments.
Risk & Compliance Oversight
* Support tax risk management processes in line with the organisation's tax risk framework.
* Monitor and assess tax risks across funds and corporate entities.
* Partner with tax compliance and fund accounting teams to ensure effective reporting and governance.
Stakeholder & Relationship Management
* Manage external advisors and regulatory engagement in a cost-efficient manner.
* Build strong relationships across internal investment teams, finance, legal and operations.
* Engage with revenue authorities and global advisors as required.
About You:
* 7-10+ years' experience in transaction tax or advisory (law firm, accounting firm or in-house asset manager
* Exposure to funds management and/or property/real estate sectors.
* Experience supporting complex M&A transactions across jurisdictions
* Degree in Accounting, Finance, Economics or Law.
* CA / CPA (or equivalent).
* Postgraduate qualifications (LL.M., MST) or CFA/FINSIA highly regarded.
* Strong M&A and international tax capability.
* Deep understanding of tax law within an investment management context.
* High-level financial modelling literacy and advanced Excel capability.
* Ability to translate complex tax concepts into clear, commercial advice.
This is a rare opportunity to join a highly regarded global investment platform in a commercially influential tax role with strong exposure to senior stakeholders and complex cross-border transactions.
To learn more about this role, please contact Callum McWhinnie at Kaizen Recruitment on 0412 123 706 or email
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