Job Description
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Support the delivery of Australian tax compliance and reporting services across a diverse portfolio of investment funds and financial services clients.
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Preparation, review, oversight, client management, and process improvement.
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Ensure the accurate and timely delivery of tax reporting and compliance deliverables.
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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.
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Support the preparation and review of trust, fund, corporate, and investor tax reporting requirements.
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Assist in responding to client, auditor, regulator, and stakeholder queries.
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Support client onboarding, transitions, restructures, and tax-related projects.
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Assist in the development, enhancement, and maintenance of tax policies, procedures, controls, and operating models.
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Participate in testing activities, template enhancements, and process improvement initiatives.
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Ensure adherence to operational risk, compliance, and governance requirements.
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Contribute to a culture of continuous improvement, collaboration, and client service excellence.
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Requirements
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Degree qualified in Accounting, Finance, Commerce, Business, Taxation, or a related discipline.
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1-2 years' experience within fund tax gained within a Big 4 accounting firm, ideally from infrastructure or real estate teams.
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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.
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Understanding of fund accounting, financial reporting, and related operational risk and compliance requirements.
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CA,



CPA, Master of Taxation Law, or equivalent professional qualification (completed, in progress, or intention to commence) is highly regarded.
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Strong analytical and problem-solving skills with excellent attention to detail.
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Demonstrated ability to manage competing priorities and deliver high-quality outcomes within deadlines.
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Strong written and verbal communication skills, with the ability to engage effectively with clients and stakeholders.
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Proactive, collaborative, and customer-focused approach.
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A positive attitude, willingness to learn, and commitment to continuous professional development.
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Core Competencies
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Demonstrates expertise in Australian tax compliance and reporting, including preparation and oversight of tax calculations and regulatory obligations. Solid analytical skills and client management capabilities are essential for delivering high-quality outcomes in a fast-paced environment.
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Highest-signal resume keywords
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Australian Taxation Principles
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Tax Compliance Calculations
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Client Management
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Fund Accounting
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CA or CPA Qualification
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ATS Optimization Keywords
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Hard Skills
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Tax Reporting
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BAS
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IAS
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AIIR
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Tax Returns
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Withholding Tax Reporting
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Tax Distributions
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Financial Reporting
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Process Improvement
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Operational Risk Compliance
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Soft Skills
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Analytical Skills
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Problem-Solving Skills
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Attention to Detail
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Written Communication
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Verbal Communication
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Certifications & Qualifications
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CA
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CPA
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Master of Taxation Law
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Industry Keywords
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Investment Funds
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Financial Services
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Trusts
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Managed Investment Trusts
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Corporate Tax
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GST
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📌 Tax Services, Fund Tax Associate (Victoria)
🏢 Jobtailor
📍 Victoria