About Our Client
Join a leading financial services firm as an Investment Tax Specialist. We are looking for a skilled professional with deep knowledge of investment structures and tax laws, who can work collaboratively with multiple stakeholders.
Role Overview
This 12-month hybrid contract position is central to the company’s investment operations, providing tax due diligence, ensuring compliance, and supporting tax-related matters across investment vehicles.
Key Responsibilities
- Review investment tax documents and details
- Monitor investment activities to ensure compliance
- Develop tax plans and respond to tax queries
- Occasionally manage small project teams (1–3 members)
About You
- Bachelor’s degree in Accounting, Finance, Law, or related field; professional qualifications (CPA, CA, LLM) preferred
- 6–8 years’ experience in investment tax, tax advisory/compliance, or related roles, ideally in managed funds, superannuation, or financial services
- Strong understanding of Australian tax laws, investment structures, and related legal documentation
- Familiarity with foreign tax regimes (e.g., US, Luxembourg) is a plus
- Proven ability to collaborate with investment teams, legal counsel, external advisers, and investment managers
How to Apply
If you\'re interested in this opportunity and meet the requirements above, we encourage you to apply today. If you have any questions, please contact DFP Recruitment Consultant Olivia Starr on for further information about the role.
Applicants recent to DFP may be asked to provide additional information including work rights status via a survey link – if requested, we ask that you provide this information in order to expedite your application.
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 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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📌 Senior Investment Tax Specialist
🏢 Dfp Recruitment
📍 Australia