Business Analyst - Tax Process & Automation

HESTA Super Fund; Melbourne; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Leave for those moments that matter

Your Professional development matters

Your health and wellbeing matters

Your financial wellbeing matters

Job summary

HEST A Super Fund is seeking a Business Analyst to shape tax processes and drive automation through documentation, data strategy, and AI-enabled workflows. You will sit with tax specialists, deliver clear requirements, and prioritise automation opportunities within a regulated setting.

You will document end-to-end processes, set standards for templates, and partner with technology, data and risk teams to maximise value for members. Flexible hybrid work and career development are offered.

Qualifications

• You bring at least five years of business analysis experience, including two or more years in a regulated financial services environment. You are an expert in process documentation and use AI tools with confidence.
• You have worked on data projects and understand how data flows through an organisation. You understand what AI can and cannot do, and you can plan where it fits into a data process. You can read SQL and a data model, and you know your way around the Atlassian suite.
• Prior experience in superannuation, tax or fund services, work on CPS 230 process and dependency mapping, and a formal business analysis certification would all strengthen your application.

Responsibilities

• Run interviews and workshops with busy tax experts to document end-to-end processes, controls and handoffs.
• Set the documentation standard for templates, naming and levels of detail, and coach the team on how to use it.
• Build an automation opportunity register that sorts work into what to automate, what to remove and what needs genuine human judgement.
• Write requirements that delivery teams can build from and build small automations yourself with AI assistance.

Skills

Business analysis

Process documentation

AI tools

Data strategy

Governance

SQL

Data model

Atlassian Suite

Education

Business analysis certification

Tools

Atlassian Suite

Job description

Business Analyst - Tax Process & Automation

Be inspired everyday - let your work make a difference #Superwithimpact

More than one million Australians trust us with their money, and that trust shapes how we work every day. Our members sit at the centre of everything we do, guiding our decisions and the impact we strive to make.

We’re looking for people who are purpose-driven and accountable, who value inclusion and collaboration, and who are proactive in managing risk to protect our members’ long-term outcomes. In return, you’ll be part of an organisation where your work contributes to strong returns, real-world impact, and a culture that reflects the communities our members serve.

The opportunity - ‘Do what you love, and you’ll never work a day in your life' #careerswithimpact

Initial 6 month maximum term contract (with potential extension)

Your work here will matter from your first week. HESTA’s tax experts hold deep knowledge in their heads, and you will turn it into clear processes and documentation with a ranked list of automation wins. Delivery teams will build from what you write, and the Tax Transformation program will rest on it. You will use your skills in data strategy, AI-enabled ways of working and governance in a regulated environment

About the role:

You will sit with tax specialists and learn how the work really gets done, including the workarounds and exceptions.. You will then shape that into clear documentation, practical requirements and a prioritised view of where automation will deliver the most value. You will report to the Senior Manager Investment Tax Governance and work with technology, data and risk colleagues.

• Run interviews and workshops with busy tax experts to document end-to-end processes, controls and handoffs.
• Set the documentation standard for templates, naming and levels of detail, and coach the team on how to use it.
• Build an automation opportunity register that sorts work into what to automate, what to remove and what needs genuine human judgement.
• Write requirements that delivery teams can build from and build small automations yourself with AI assistance.

About you:

You bring at least five years of business analysis experience, including two or more years in a regulated financial services environment. You are an expert in process documentation and use AI tools with confidence.

You have worked on data projects and understand how data flows through an organisation. You understand what AI can and cannot do, and you can plan where it fits into a data process. You can read SQL and a data model, and you know your way around the Atlassian suite.

Prior experience in superannuation, tax or fund services, work on CPS 230 process and dependency mapping, and a formal business analysis certification would all strengthen your application.

Benefits that matter and make a difference for our employees

• Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Aff… etc. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
• Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
• Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
• Your financial wellbeing matters, 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.
We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team *******@hesta.com.au and we’ll call you to discuss.

Shape how HESTA’s tax team works. Document processes, find the best automation wins and help build a smarter tax function for our members.

Flexible hybrid work environment & 15% superannuation

Please note: Applications via recruitment agencies will not be accepted for this position