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.
Robust 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 environment.
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
#J-*****-Ljbffr

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