About Our Client
Join a leading financial services firm as an experienced Investment Tax Specialist. We are seeking a qualified with a strong understanding of investment structures and tax laws, and the ability to collaborate effectively with multiple stakeholders.
About the Role
We are seeking an experienced Investment Tax Specialist to support our client’s investment activities by delivering expert tax due diligence, ensuring compliance, and managing tax-related matters across a diverse investment portfolio.
Key Responsibilities
- Conduct detailed reviews of legal documents and proposed investment structures.
- Analyse the tax implications of proposed transactions to identify potential risks and opportunities.
- Collaborate with internal teams (investment, legal) and external advisers to ensure smooth transaction execution.
- Identify and resolve tax issues throughout the investment lifecycle.
- Monitor investments regularly to ensure accurate Australian and international tax reporting, compliance, and lodgement obligations.
About You
You are a detail-oriented professional with a strong background in investment tax. You possess:
- Bachelor's degree in Accounting, Finance, Law, or a related field. A professional qualification (e.g., CPA, CA, or Masters of Law) is preferred.
- Minimum of 6-8 years of experience in investment tax, tax advisory/compliance, or a related field, preferably within the managed funds, superannuation, or financial services industry.
- Strong understanding of Australian taxation laws and regulations, particularly as they relate to investments and managed funds.
- Solid understanding of investment concepts and structures.
- Experience reviewing legal documents related to investments.
- Knowledge of Australian taxation laws applicable to investments.
- Familiarity with foreign tax laws (e.g., US, Luxembourg) is an advantage.
- Proven ability to work collaboratively with diverse stakeholders, including investment teams, legal counsel, external advisers, and investment managers.
Next Steps
If you're ready to embrace this exciting opportunity and play a key role in our client's success, we’d love to hear from you! Please submit your resume detailing your qualifications and experience — we look forward to reviewing your application. If your salary expectations exceed the listed range but your experience aligns with the role, feel free to reach out directly via phone on or email
Applications will be reviewed immediately.
DFP welcomes applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability. In addition, DFP will provide reasonable adjustments for individuals with disability throughout the recruitment process. If you identify as a person with disability and require adjustments to the application, recruitment, selection and/or assessment process, please advise via or and indicate your preferred method of communication (email, phone, text) so we can keep in touch and meet your accessibility needs.
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📌 Investment Tax Specialist
🏢 Dfp Recruitment
📍 Melbourne