Senior Analyst - Platforms Tax
On-siteMelbourne, Victoria, Australia
Job Summary
Lead tax operational processes for North investment and superannuation products, ensuring regulatory compliance and accurate investor tax outcomes. Provide technical leadership on year-end tax reporting for listed trusts, managed funds, and securities, including ATO AIIR reporting and IDPS tax statements. Review corporate action events, determine cost-base implications, and validate investor reporting consequences. Partner with Technology, Product, Risk, and external custodians to implement tax legislation changes, test platform enhancements, and maintain tax controls. Act as the primary escalation point for complex tax queries and incidents.
Required Qualifications
- Minimum 10+ years experience in Tax Operations within a Custody, Platform Administration, Wealth Management or Financial Services environment
- Demonstrated experience operating as a senior tax specialist or subject matter expert within a complex operational environment
- Deep understanding of tax processes, taxation controls and reporting requirements
- Extensive experience processing End of Year (EOY) tax components and annual tax reporting obligations
- Proven experience managing tax-related activities with external custodians and service providers
- Strong understanding of Australian taxation legislation and investment taxation reporting obligations
- Understanding of the corporate action event processing and taxation implications of corporate actions
- Strong understanding of wealth management products and investment operations processes
- Experience leading testing, implementation and operationalisation of business and technology changes
- Appropriate tertiary qualifications in Accounting, Taxation, Finance, Commerce or related discipline
Desired Qualifications
- Intermediate to advanced SQL skills desirable
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