I am currently partnering exclusively with a leading global investment manager to appoint a Manager, Tax & Financial Reporting to join their Fund Operations team in Sydney.
This is a key governance-focused role responsible for overseeing tax and financial reporting across a range of investment entities including managed funds and superannuation structures. The position works closely with fund administrators, custodians, auditors and tax advisors to ensure the accurate and timely delivery of all regulatory, tax and financial reporting obligations.
This opportunity would suit an experienced professional with strong tax and financial reporting expertise within funds management, superannuation or financial services.
The Role
Reporting to the Associate Director, Fund Operations, this position will play a critical role in overseeing tax governance, financial reporting and regulatory compliance across the investment platform.
* Overseeing direct and indirect tax obligations across investment entities including managed investment trusts and superannuation structures
* Reviewing and signing off on tax returns, BAS/GST reporting and investor tax statements prepared by external providers
* Managing relationships with external tax advisors, auditors and fund administrators
* Overseeing preparation and review of annual and interim financial statements in line with Australian Accounting Standards (AASB)
* Acting as the primary contact for external auditors during year-end reporting
* Ensuring compliance with ASIC, APRA and relevant regulatory frameworks
* Monitoring service delivery from custodians and administrators and driving process improvements where required
* Maintaining strong governance frameworks and identifying operational and regulatory risks
* Providing tax and financial reporting input into new product launches and structural changes
About You
To be successful in this role, you will bring strong technical expertise combined with the ability to operate effectively in a governance-focused investment environment.
You will have:
* 7+ years' experience within funds management, superannuation, investment management or financial services
* Strong experience across tax and/or financial reporting for investment entities
* Knowledge of the Australian tax framework, including MIT regimes, superannuation tax and GST
* Experience with Australian Accounting Standards (AASB) and financial reporting requirements for funds
* Experience working with fund administrators, custodians and external auditors
* Strong analytical and problem-solving capabilities
* Excellent stakeholder management and communication skills
* A proactive and solutions-focused approach
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