Analyst - Platforms Tax (Melbourne)

Analyst - Platforms Tax (Melbourne)

05 Aug
|
AMP group
|
Melbourne

05 Aug

AMP group

Melbourne

If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with recent leadership and thinking.
For us, these are exciting times. There's a real opportunity for talented professionals to help shape the future of financial services while contributing to the ongoing growth of one of Australia's leading wealth platforms.
Help people create their tomorrow, while you create yours
We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions and major life transitions, we help people unlock their financial potential so they can create their tomorrow.
Our North wrap platform has been built for advisers, by advisers. It enables advisers to manage investments through a competitive and innovative offering. As part of the North Investment Operations team, you'll help ensure the accuracy, compliance and integrity of tax processes that support thousands of investors and members.
How you'll make an impact
As an Analyst – Platforms Tax, you'll act as a key subject matter expert in member and investor tax records. You'll play a critical role in ensuring North platform tax calculations, processes and reporting remain compliant with tax legislation and documented procedures while supporting operational excellence across the business.




In this role, you will:
Processing tax profiling of investment income ensuring the income is reported accurately in the tax reporting outputs of the platform including IDPS taxstatements,annual taxstatements,AIIR reporting to ATO and other regulatory reporting.
Support system implementation and testing of corporate action tax outcomes
Validate cost base impacts and investor reporting consequences
Respond to ad-hoc tax queries from the North Service Centre while helping uplift tax capability across Operations teams.
Conduct testing of North platform changes and software releases to ensure tax calculations remain compliant with documented procedures.
Monitor and test tax calculation batch jobs to ensure correct outcomes.
Support the operational implementation of tax law updates in partnership with Group Tax.
Ensure accuracy of annual IDPS tax statements and taxable income reporting.
Review and test annual tax reporting obligations, including AIIR reporting.
Partner with stakeholders to ensure system and product changes maintain tax correctness.
Maintain tax procedure documentation and contribute to broader organisational tax capability.
What you will bring to the team
Ideally, you will bring the following
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📌 Analyst - Platforms Tax (Melbourne)
🏢 AMP group
📍 Melbourne

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