Associate - Fund Tax Accountant

SS&C Technologies Holdings; Newcastle City Council; Hybrid; AUD 70,000 - 90,000; Full time

Job summary

A leading financial services provider is seeking a Fund Tax Accountant to support their Australian Tax Services team. This role involves handling tax compliance calculations, assisting clients, and ensuring adherence to operational policies. The ideal candidate will have a bachelor’s degree in accounting, 2-3 years of relevant experience, and strong communication skills. This position offers growth opportunities in a dynamic team environment with a hybrid work model.

Benefits

Income Protection Insurance

Private Health Insurance discount

Flex Time Off

Fitness club discounts

Qualifications

• 2-3 years’ experience in fund/corporate tax or audit.
• Proactive and enthusiastic mindset, eager to learn.
• Excellent verbal and written communication skills.

Responsibilities

• Handle tax compliance calculations and client deliverables.
• Assist the Australian Tax team with accurate tax tasks.
• Collaborate with internal teams on tax-related tasks.

Skills

Attention to detail

Excellent communication skills

Customer service experience

Teamwork skills

Education

Bachelor’s degree in accounting or related field

Qualified CA / CPA certificate or near completion

Tools

Excel

Tax compliance software

Job description

Get To Know Us :

SS&C GlobeOp is a leading provider of cloud-based fund services, technology and mobility-enabled infrastructure for hedge funds, fund of funds, private equity, and managed accounts.

With a base of fund strategies that include fixed income, volatility and active trading, we offer :

Middle office, accounting and management products

Tax services for hedge funds, fund of funds and private equity funds

Derivatives processing, valuations agent, syndicated bank loans processing

Regulatory and analytics services

Managed services IT / data centre and business process outsourcing

All available on a stand-alone basis to institutional clients

Why You Will Love It Here!

Flexibility : Hybrid work model – 1 day per week required in Sydney CBD office with flexibility to work additional days from Parramatta, Wollongong or Newcastle offices.

Your Future : Income Protection Insurance

Work / Life Balance : Flex Time Off

Your Wellbeing : Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance

Diversity & Inclusion : Committed to Welcoming, Celebrating and Thriving on Diversity

Training : Hands-On, Team-Customised, including SS&C University

Extra Perks : Discounts on fitness clubs, travel and more!

What You Will Get To Do :

The Fund Tax Accountant is a newly created role designed to support the Australian Tax Services team with daily tax compliance for alternative fund clients. This role requires someone who has a proactive attitude, attention to detail, and excellent communication skills. Customer service experience is highly regarded, as client satisfaction is a top priority at SS&C.

In this role, you will handle tax compliance calculations, assist with client deliverables, and contribute to transitions and project outcomes. Responsibilities also include testing processes, updating standard operating procedures, and supporting system improvements. While much of the work involves using internal and external software, you’ll also work manually with Excel to prepare some level of reports and calculations.

This position offers a fantastic opportunity to develop expertise in fund taxation and grow your career in a dynamic, client-focused environment.

Support the Australian Tax team in delivering accurate and timely tax tasks.

Assist in preparing tax compliance calculations, including distribution calculations, tax provisions, AIIR, income tax returns, investor statements, and BAS returns using software and Excel.

Collaborate with internal teams such as Fund Accounting, Investment Relations, and FATCA to complete tax-related tasks.

Ensure strict adherence to operational compliance and risk management policies.

Contribute to projects by testing and refining tax templates and processes.

Participate in internal and external tax training sessions as required to enhance knowledge and skills.

Handle assigned client portfolios and respond to clients’ queries in a timely manner with limited supervision

What You Will Bring :

Bachelor’s degree in accounting, Finance, Business Administration / Management, Economics, or Commerce.

2-3 years’ experience in fund / corporate tax (preferred) or audit with tax exposure, gained within a professional services, financial services firm, or another fund administrator.

Qualified CA / CPA certificate or near completion

Proactive and enthusiastic mindset, eager to learn, with confidence in seeking guidance when necessary.

Demonstrated ability to deliver results with exceptional attention to detail and teamwork skills, proven through academic achievements or professional experience.

Excellent verbal and written communication skills, with the ability to articulate ideas clearly and effectively.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.