Job Description
About the Role This is a broad, technical and commercially connected tax role sitting within a sophisticated funds & superannuation environment. 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.
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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.
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Key Responsibilities
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Fund Tax Reporting — tax calculations, distributions, AMIT/MIT reporting, and investor statements
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Superannuation Tax — support tax obligations across super products, regulatory filings, and compliance
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Tax Compliance — income tax, GST, BAS, and regulatory submissions
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Investment Tax Analysis — review investment structures, tax impacts, and product considerations
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Advisory & Stakeholder Support — partner with investment, product, finance, and external tax advisors
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Process & Systems Uplift — improve tax workflows, controls, and reporting frameworks
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Regulatory Change — monitor legislative updates and support implementation across funds and super products
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About You
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CA/CPA qualified or progressing; CTA highly regarded
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Background in funds management, superannuation, financial services, or Big 4 / mid‐tier tax
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Strong understanding of AMIT/MIT rules, fund tax, or superannuation tax
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Confident communicator with the ability to translate technical tax concepts for non‐technical stakeholders
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Proactive, detail‐driven, and comfortable working in a fast‐paced investment environment
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Why This Role Stands Out
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Broad remit across funds, super, and investment tax
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High visibility to senior leaders and external advisors
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Cooperative, supportive team culture
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Exposure to complex investment structures and evolving regulatory landscapes
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📌 Senior Tax Analyst | Funds & Super (New South Wales)
🏢 Intuitive Recruitment
📍 New South Wales