Job Opportunity
The Fund Tax Specialist role is a strategic position that requires supporting the Australian Tax Services team with daily tax compliance tasks for alternative fund clients.
This position demands an individual with a proactive attitude, attention to detail, and excellent communication skills. Customer service experience is highly regarded as client satisfaction is a top priority.
* Assist in delivering accurate and timely tax solutions.
* Support in preparing tax calculations, including distribution calculations, tax provisions, AIIR, income tax returns, investor statements, and BAS returns using software and Excel.
* Collaborate with internal teams such as Fund Accounting, Investment Relations, and FATCA to complete tax-related tasks.
* Ensure adherence to operational compliance and risk management policies.
* Contribute to projects by refining tax templates and processes.
* Participate in internal and external tax training sessions as required to enhance knowledge and skills.
* Manage assigned client portfolios and respond to clients' queries in a timely manner with limited supervision.
Requirements
To succeed in this role, you will need:
* A proactive attitude and strong problem-solving skills.
* Excellent communication and interpersonal skills.
* Ability to work accurately and efficiently under pressure.
* Knowledge of tax laws and regulations.
* Experience with financial software and tools.
Benefits
We offer:
* A dynamic and supportive work environment.
* Ongoing training and professional development opportunities.
* A competitive salary and benefits package.
About the Role
This is a fantastic opportunity to join our team and contribute to our success.