Senior Tax Analyst | Funds & Super

About the Role This is a broad, technical and commercially connected tax role sitting within a sophisticated funds & superannuation setting. You’ll work across tax compliance, fund tax reporting, investment tax analysis, regulatory obligations, and support strategic tax initiatives that shape how the business operates.

You’ll partner closely with finance, investment, product, and external advisors — making this an ideal role for someone who enjoys both technical depth and stakeholder engagement.

Key Responsibilities
Fund Tax Reporting — tax calculations, distributions, AMIT/MIT reporting, and investor statements
Superannuation Tax — support tax obligations across super products, regulatory filings, and compliance
Tax Compliance — income tax, GST, BAS, and regulatory submissions
Investment Tax Analysis — review investment structures, tax impacts, and product considerations
Advisory & Stakeholder Support — partner with investment, product, finance, and external tax advisors




Process & Systems Uplift — improve tax workflows, controls, and reporting frameworks
Regulatory Change — monitor legislative updates and support implementation across funds and super products

About You
CA/CPA qualified or progressing; CTA highly regarded
Background in funds management, superannuation, financial services, or Big 4 / mid‑tier tax
Robust understanding of AMIT/MIT rules, fund tax, or superannuation tax
Confident communicator with the ability to translate technical tax concepts for non‑technical stakeholders
Proactive, detail‑driven, and comfortable working in a rapid‑paced investment environment

Why This Role Stands Out
Broad remit across funds, super, and investment tax
High visibility to senior leaders and external advisors
Clear progression into Manager level
Collaborative, supportive team culture
Exposure to complex investment structures and evolving regulatory landscapes

📌 Senior Tax Analyst Funds & Super Sydney (Australia)
🏢 Intuitive Recruitment
📍 Australia