Tax Advisor
$70,000–$100,000 year
Hybrid · Wellington, Wellington Region, New Zealand or Auckland, Auckland, New Zealand
Job Summary
Support the NZ Tax Manager with tax compliance responsibilities across Mercer Funds in New Zealand, including income tax and PIE tax compliance. Collaborate with external tax advisors to ensure accurate tax information and compliance. Review annual income tax provisions, trust distributions, tax statements, and unit pricing tax accruals. Ensure Funds operate within relevant tax policies and procedures. Contribute to tax-related initiatives such as new business proposals and fund restructures. Requires strong analytical skills and at least 2-3 years of tax-related experience.
Required Qualifications
- Tertiary qualifications in business, accounting, tax, law, commerce, or related discipline
- Minimum 2-3 years post-qualification experience in tax roles
- Solid technical knowledge of NZ tax policy, especially relating to unit trusts and PIE taxation
- Strong analytical, problem-solving, and attention to detail skills
- Excellent interpersonal and communication skills to engage effectively with diverse stakeholders
Desired Qualifications
- Experience working within financial services or fund management environments
- Proven ability to develop and maintain effective stakeholder relationships across multiple teams
- Familiarity with tax compliance processes in a fund accounting context
- Ability to contribute proactively to tax policy reviews and business initiatives
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