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Tax Accountant

Job description

This leading Australian fund manager has been the pinnacle of performance and innovation for the last 20 years. They are currently seeking a senior financial accountant on an interim basis, with strong potential to move into a permanent role.

Role Summary
The role encompasses key responsibilities in tax reporting, taxation of financial instruments, and tax-related client servicing. The successful candidate will actively participate in continuous professional development to stay current with industry standards.

Primary Responsibilities:

  • Tax Reporting (80%): Review and prepare supplementary tax reporting, including 45-day reporting, Division 16E reporting, and present entitlement reporting.
  • Taxation Review (10%): Analyze the taxation of financial instruments on an ad hoc basis.
  • Tax Distributions & Returns (10%): Oversee tax distributions and tax returns for unit trust clients.

Key Accountabilities

  • Review and prepare tax distributions and returns for unit trust clients.
  • Prepare and review supplementary tax reporting.
  • Evaluate corporate actions and procedures from a tax perspective, including transaction sampling.
  • Support the Tax Manager on specific tax issues and tax accounting tasks.
  • Contribute to projects aimed at improving the efficiency of tax information delivery to clients.
  • Communicate with clients to address their tax reporting requirements and queries.

Qualifications, Experience, and Skills
Essential Qualifications:

  • 5+ years of experience in tax accounting, preferably in a professional accounting or commercial environment.
  • Strong understanding of Australian tax principles and their interaction with accounting.
  • Intermediate proficiency in Excel.
  • HiPort experience (highly desirable).

Highly Desirable Skills:

  • Knowledge of the taxation of financial instruments, unit trusts, and complying superannuation funds.
  • Experience in process evaluation and re-engineering.
  • Bachelor's degree in accounting, business, or finance.

Formal Qualifications:

  • CPA/CA qualification (or nearing completion).

Behavioral Competencies

  • Ability to quickly learn and work with reporting systems.
  • Strong team player, with a collaborative approach to task sharing.
  • Keen interest in taxation and a desire for continuous learning.
  • Ideal for candidates seeking to develop diverse skills in accounting, taxation, project management, and operations.