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.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 ResponsibilitiesFund Tax Reporting — tax calculations, distributions, AMIT/MIT reporting, and investor statementsSuperannuation Tax — support tax obligations across super products, regulatory filings, and complianceTax Compliance — income tax, GST, BAS, and regulatory submissionsInvestment Tax Analysis — review investment structures, tax impacts, and product considerationsAdvisory & Stakeholder Support — partner with investment, product, finance,



and external tax advisorsProcess & Systems Uplift — improve tax workflows, controls, and reporting frameworksRegulatory Change — monitor legislative updates and support implementation across funds and super productsAbout YouCA/CPA qualified or progressing; CTA highly regardedBackground in funds management, superannuation, financial services, or Big 4 / mid‐tier taxStrong understanding of AMIT/MIT rules, fund tax, or superannuation taxConfident communicator with the ability to translate technical tax concepts for non‐technical stakeholdersProactive, detail‐driven, and comfortable working in a rapid‐paced investment environmentWhy This Role Stands OutBroad remit across funds, super, and investment taxHigh visibility to senior leaders and external advisorsCollaborative, supportive team cultureExposure to complex investment structures and evolving regulatory landscapes
#J-*****-Ljbffr

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