Job Description

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- Play a key role in driving quality and compliance excellence in our Fordham Business Advisory practice

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- More time off for the things that matter - up to 6 weeks' leave annually

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- Work where we work best - hybrid office/work-from-home environment

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Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

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The wealth management business consists of three distinct brands in addition to Perpetual Private — Fordham, Jacaranda financial planning and Priority Life — offering a unique mix of wealth management, advice and trustee services. This role will work primarily with our Fordham Business Advisory Accounting Practice.

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About Fordham

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At Fordham, we specialise in helping Australia's leading business owners and Managers with all facets of their business.

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We're one of the country's fast growing Chartered Accounting firms, with a national footprint comprising 20+ Partners and over 150 staff working in top-grade CBD offices in Melbourne, Sydney, Brisbane, and Perth.

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Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.

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We think our unique business model, coupled with our drive for our people's growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.

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About the role

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As the Tax Quality & Compliance Manager for the Fordham business you will manage the quality and compliance function for our Business Advisors', ensuring that we are delivering a consistent standard of excellence for our clients and in accordance with relevant legislation and standards.

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Key responsibilities will include:

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- Act as the primary subject matter expert for interpreting and operationalising tax compliance obligations across the practice.

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- Support the implementation of regulatory updates relating to Tax Agent and CA ANZ professional obligations.

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- Develop, maintain and deliver policies, procedures, and deliver training to support compliance with the Tax Agent Services Act, APES Professional Conduct and System of Quality Management standards and APESB obligations.

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- Own core first line risk and compliance activities, including maintenance of obligation registers, design and review of compliance controls, control testing and remediation planning.

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- Identify, map and assess Fordham's policies, processes and controls against legislative and professional association requirements.

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- Support client facing professionals with broader risk and compliance activities, including file reviews, investigation of systemic issues and internal audit findings.

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- Embed new regulatory obligations into existing workflows with minimal disruption to client service delivery.

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About you

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- You will have a minimum of 5 years accounting or auditing experience, ideally with experience in a similar role within an accounting firm.

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- Ideally you will have a bachelor's degree, preferably in Accounting or Commerce, and hold CA ANZ or CPA membership.

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- Experience in risk, compliance,



or operational roles with a robust understanding of tax and quality compliance obligations and regulatory frameworks.

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- Proven ability to interpret regulatory requirements and translate them into practical, business aligned actions and controls.

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- Strong understanding of Australian tax compliance/tax agent obligations and frameworks.

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- Well-developed communication and relationship building skills with the ability to influence and engage with stakeholders.

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- Excellent time management and organisational skills.

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- The ability to work collaboratively with cross‐functional teams, managing and implementing agreed change.

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- A commercial, solution focused mindset.

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How we work

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Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

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Employee benefits

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- Work from anywhere in Australia for up to one month each year.

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- An annual allowance to empower you to prioritise your personal wellbeing.

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- Study support and commitment to supporting professional development.

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Diversity and inclusion

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- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.

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- A growing number of employee-led networks who work to raise awareness and drive continued change.

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- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.

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We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

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📌 Tax Quality & Compliance Manager - Fordham (Melbourne)
🏢 Perpetual
📍 Melbourne