- Support the delivery of Australian tax compliance and reporting services across a diverse portfolio of investment funds and financial services clients.
- Preparation, review, oversight, client management, and process improvement.
- Ensure the accurate and timely delivery of tax reporting and compliance deliverables.
- Prepare, review, and oversee tax compliance calculations and reporting, including BAS, IAS, AIIR, investor statements, tax returns, tax distributions, withholding tax reporting, and other regulatory obligations.
- Support the preparation and review of trust, fund, corporate, and investor tax reporting requirements.
- Assist in responding to client, auditor, regulator, and stakeholder queries.
- Support client onboarding, transitions, restructures, and tax-related projects.
- Assist in the development, enhancement, and maintenance of tax policies, procedures, controls, and operating models.
- Participate in testing activities, template enhancements, and process improvement initiatives.
- Ensure adherence to operational risk, compliance, and governance requirements.
- Contribute to a culture of continuous improvement, collaboration, and client service excellence.

Requirements

- Degree qualified in Accounting, Finance, Commerce, Business, Taxation, or a related discipline.
- 1-2 years' experience within fund tax gained within a Big 4 accounting firm, ideally from infrastructure or real estate teams.
- Exposure to Australian taxation principles, including trusts, managed investment trusts (MITs/AMITs), financial instruments, investment funds, corporate tax, GST, and withholding tax obligations, is highly regarded.
- Understanding of fund accounting, financial reporting,



and related operational risk and compliance requirements.
- CA, CPA, Master of Taxation Law, or equivalent professional qualification (completed, in progress, or intention to commence) is highly regarded.
- Strong analytical and problem-solving skills with excellent attention to detail.
- Demonstrated ability to manage competing priorities and deliver high-quality outcomes within deadlines.
- Strong written and verbal communication skills, with the ability to engage effectively with clients and stakeholders.
- Proactive, collaborative, and customer-focused approach.
- A positive attitude, willingness to learn, and commitment to continuous professional development.

Core Competencies

Demonstrates expertise in Australian tax compliance and reporting, including preparation and oversight of tax calculations and regulatory obligations. Strong analytical skills and client management capabilities are essential for delivering high-quality outcomes in a fast-paced workplace.

Highest-signal resume keywords

- Australian Taxation Principles
- Tax Compliance Calculations
- Client Management
- Fund Accounting
- CA or CPA Qualification

ATS Optimization Keywords

Hard Skills

- Tax Reporting
- BAS
- IAS
- AIIR
- Tax Returns
- Withholding Tax Reporting
- Tax Distributions
- Financial Reporting
- Process Improvement
- Operational Risk Compliance

Soft Skills

- Analytical Skills
- Problem-Solving Skills
- Attention to Detail
- Written Communication
- Verbal Communication

Certifications & Qualifications

- CA
- CPA
- Master of Taxation Law

Industry Keywords

- Investment Funds
- Financial Services
- Trusts
- Managed Investment Trusts
- Corporate Tax
- GST

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📌 Tax Services, Fund Tax Associate (Melbourne)
🏢 Jobtailor
📍 Melbourne