Step into a role that combines technical tax expertise with hands-on client and project management across funds and superannuation. This position offers exposure to a wide range of tax operations, complex workflows and direct interaction with key stakeholders. Every day is different, from coordinating year-end deliverables to supporting new processes and client initiatives.
What the Role Involves
- Take ownership of tax reporting and delivery for unit trusts and superannuation funds, ensuring accuracy and compliance
- Review distributions, corporate actions and fund tax calculations
- Act as a go-to expert for internal teams during client transitions, audits and operational projects
- Collaborate with auditors and client teams, managing queries and providing guidance
- Support improvements to processes, templates, and reporting systems to enhance efficiency and reduce risk
- Coordinate multiple priorities and deadlines with strong organisation and follow-through
About You
- CA/CPA qualified or business/accounting degree with 5+ years’ experience in fund or investment operations, tax compliance or HNW client services
- Comfortable liaising with internal teams, auditors and clients
- Skilled at handling complex workflows and tight deadlines with precision
- Experienced with tax accounting principles for trusts, funds and investment vehicles
- Solid Excel skills; familiarity with systems like HiPort or similar is a plus
- Enjoys variety, problem-solving and taking initiative to improve processes
What's on Offer
- High exposure to internal and external stakeholders
- Broad understanding of fund operations and tax delivery in a hands-on role
- Opportunities to lead projects and shape processes
- Collaborative team culture with hybrid flexibility
This role is ideal for a proactive tax professional who enjoys variety, technical challenge, and direct impact on fund operations.
📌 Senior Tax Accountant - Tax Operations
🏢 Bluefin Resources
📍 Sydney