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Investment tax specialist - tax due diligence role

Sydney
beBeeInvestmentTaxSpecialist
Tax Specialist
Posted: 4 October
Offer description

Job Opportunity

This is a 12-month hybrid contract position that involves tax due diligence, ensuring compliance and supporting tax-related matters across investment vehicles.

* 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)

* 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

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