Job Description
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Direct message the job poster from Global X ETFs AU
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Head of Finance at Global X ETFs (Australia) | CA
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Join a high-performing finance team where your expertise in fund accounting and taxation will help streamline and enhance financial processes across multiple entities. In this role, you'll collaborate with internal teams and external service providers to support fund distributions, tax lodgements, audits, and corporate month-end reporting.
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Responsibilities
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Support the end-to-end monthly and annual fund distribution process, including coordination with internal teams and external service providers.
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Support the quarterly Business Activity Statement (BAS) review for all funds.
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Manage the preparation and lodgement process for fund income tax returns, ensuring compliance with relevant tax obligations and deadlines.
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Support the day-to-day operational aspects of the fund audit process.
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Assist with fund accounting activities and support current fund establishment processes as required.
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Apply expertise in fund/trust taxation and international tax regulations to support compliance and reporting.
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Contribute to corporate month-end close processes and financial reporting across multiple entities.
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Required Experience
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4–5 years of experience in accounting and/or tax within funds management or fund administration.
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Exposure to managed investment schemes, unit trusts, or ETF structures highly desirable.
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Experience with fund distribution processes, including investor tax reporting and tax reclaims highly desirable.
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Prior involvement in the fund audit process and month-end reporting is beneficial.
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Skills
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Understanding of Australian fund taxation, including AMIT/MIT regimes and income attribution concepts.
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Working knowledge of income tax return preparation for trusts and managed funds.
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Proficiency in Microsoft Excel, Microsoft Word and other common business tools and applications.
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Experience with accounting systems, Xero preferred.
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Qualifications
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Bachelor's degree in Accounting or related field.
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CA or CPA qualified (or working towards completion).
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Additional postgraduate qualifications in Taxation (desirable but not required).
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Seniority level
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Seniority level
Mid-Senior leveln
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Employment type
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Employment type
Full-timen
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Job function
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Job function
Accounting/Auditing
and Financen
Industries
Investment Managementn
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📌 Accountant (New South Wales)
🏢 Global X ETFs AU
📍 New South Wales