Tax Associate
On-siteSydney, New South Wales, Australia
EXPIREDSydney, New South Wales, AustraliaOn-siteFull TimeEntry LevelEnterprise
Full TimeEntry LevelEnterprise
Job Summary
Deliver accurate and timely tax reporting and compliance deliverables for alternative investment fund clients, including preparation of tax calculations, returns, and regulatory reports. Assist with client onboarding, transitions, and process improvement initiatives while maintaining standard operating procedures and supporting system enhancements. Respond to client queries professionally and monitor changes in Australian tax legislation to ensure work aligns with applicable laws. Support the Associate Tax Manager in managing tax risk, testing workflows, and enhancing operational efficiency across the Tax Services team.
Required Qualifications
- Bachelor's degree in Accounting, Finance, Business, or a related discipline
- 2–3 years of relevant professional experience
- CA, CPA, CTA, or Master of Taxation qualified, or actively working towards a recognised professional accounting or taxation qualification
Desired Qualifications
- Previous experience in fund tax within a Big Four
- Knowledge of Australian fund taxation, including financial instruments, trusts (including MITs and AMITs), income tax, GST, and tax compliance requirements
- Exposure to alternative investment structures, including hedge funds, private equity, private credit, real estate, infrastructure, or other managed investment vehicles
- Understanding of fund accounting, financial reporting, and the operational risk and compliance requirements within a fund administration or client service environment
- Strong analytical and problem-solving skills, with exceptional attention to detail and the ability to manage competing priorities
- Proactive, self-motivated, and committed to continuous learning and professional development
- Demonstrated ability to build effective working relationships and collaborate within a team-focused environment
- Excellent written and verbal communication skills, with the ability to communicate effectively with clients and internal stakeholders
- Previous customer service experience
- A client-focused mindset
- A sound understanding of accounting principles, income tax, and GST legislation
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