Support Securities Services clients with high-quality Australian tax reporting, leveraging a leading custody platform and growing client base. Lead delivery, controls, and client query management while partnering with Sydney tax managers, operations teams, and the offshore COE.
As a Tax Manager within Investor Services – Tax Services (Securities Services), you deliver tax services products for internal and external clients, including responding to client tax reporting queries. You support Sydney tax managers in servicing top-tier Australian superannuation funds and managed investment trusts by ensuring accurate, timely delivery of tax reporting outputs under SLAs. You maintain a strong controls environment, partner with operations and offshore teams, and drive issue resolution and continuous improvement across processes and products.
Job Responsibilities
- Review and sign off tax distributions, tax returns, BAS returns, tax adjustments, and supplementary tax reports for unit trust and superannuation clients.
- Deliver all client outputs in line with agreed timetables and SLAs, ensuring completeness and quality throughout the cycle.
- Manage client queries on tax reporting requirements, providing clear responses and subject matter guidance.
- Support Sydney client tax managers by building deep understanding of client deliverables and acting as an SME for tax-related questions.
- Maintain a strong control environment for tax reporting by partnering with local operations and ancillary teams and enforcing process discipline.
- Resolve operational issues through research and engagement with relevant teams, driving fixes and preventing recurrence.
- Drive client and process initiatives including projects, process improvements, and product development, partnering effectively with the offshore center of excellence.
Required qualifications, skills and capabilities
- Tertiary qualification in Tax, Accounting, or related discipline
- 6+ years experience in tax reporting within financial services and/or professional services
- Strong knowledge of Australian tax regulations for unit trusts and superannuation clients
- Strong planning and time management with proactive ownership in a dynamic workload and strong control mindset
Preferred qualifications, skills and capabilities
- CA / CPA / CTA qualification
- Experience supporting top-tier institutional investors (superannuation funds, managed investment trusts) in a custody/servicing model
- Demonstrated experience partnering with offshore delivery centers and local operations teams to deliver controlled outcomes
- Experience contributing to product development and process improvement initiatives within tax services