About the Company

Davidson is partnering with a leading organisation within the wealth management sector to recruit an experienced Senior Tax Analyst. This is an opportunity to join a team-oriented, high-performing Fund Operations team within a large and established financial services workplace.

About the Role

As Senior Tax Analyst, you will support the tax team in delivering accurate and timely tax reporting across investment trusts.

Your responsibilities will include:
Supporting interim and year-end distribution planning and calculations
Preparing and reviewing trust distribution calculations
Completing trust loss testing, reconciliations and tax reporting
Collating AMMA statements and liaising with fund managers
Reviewing tax data for annual tax statements and AMMAs
Preparing year-end trust tax returns
Maintaining Excel models used for trust distribution calculations
Supporting ad hoc distributions associated with asset transitions and projects
Working closely with Tax, Product, Client Reporting and Project stakeholders
Identifying opportunities to improve tax processes, efficiency and risk controls





About You

You will bring proven experience across tax, accounting, fund accounting or funds management, with exposure to wealth management environments.

You will also have:
Strong knowledge of capital gains tax principles and EUUT income
An understanding of investment trust and superannuation fund taxation
Exposure to trust operations, unit pricing or fund accounting
Strong Excel capability, with an interest in VBA, macros and financial models
A degree in Finance, Accounting or a related discipline
Solid analytical and problem-solving skills
The ability to interpret and communicate technical tax information
Excellent stakeholder management and communication skills
Strong attention to detail and the ability to manage competing priorities

The Benefits
12-month day rate contract
Sydney or Melbourne hybrid working arrangements
Exposure to a large wealth management environment
Team-oriented and experienced Fund Operations team
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📌 Senior Tax Analyst Sydney
🏢 Davidson
📍 Sydney