EOFY Tax Statement Administrator - Temp contract

HUB24 Limited; Sydney; On-site; AUD 70,000 - 90,000; Part time

Benefits offered by this job

Employee Share Scheme

Unlimited Access to LinkedIn Learning

Purchase and Bonus Leave

Flexible Working

Employee Assistance Program

Job summary

A leading financial services firm is seeking EOFY Tax Statement Administrators for temporary contracts in Sydney. Candidates will manage tax administration processes, obtain tax statements, reconcile them with holdings, and require advanced Excel skills and understanding of Australian markets. Strong interpersonal skills are also essential for this role, which is set to commence in July.

Qualifications

• Strong understanding of Australian financial markets.
• Understanding of Australian tax and dividend processes.
• Excellent data entry skills.

Responsibilities

• Obtain relevant tax statements from Registries and Fund Managers.
• Reconcile tax statements to holding positions.
• Update various metrics to monitor performance.

Skills

Advanced Excel skills

Interpersonal skills

Attention to detail

Job description

EOFY Tax Statement Administrator - Temp contract

EOFY Tax Statement Administrator - Temp contract

1 year ago Be among the first 25 applicants

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HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

We are seeking highly skilled EOFY Tax Administrators for positions in Melbourne and Sydney. The successful candidates will play a crucial role in managing tax administration processes during the End of Financial Year (EOFY) period. They will be responsible for tasks such as obtaining relevant tax statements, reconciling them to holding positions, and updating metrics to monitor performance. Additionally, candidates should possess strong interpersonal skills to build relationships, influence outcomes, and negotiate successfully. Advanced Excel skills, understanding of Australian financial markets, and attention to detail are essential for this role.

Please note these are temporary contracts between 3 - 6 months commencing July.

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

We are seeking highly skilled EOFY Tax Administrators for positions in Melbourne and Sydney. The successful candidates will play a crucial role in managing tax administration processes during the End of Financial Year (EOFY) period. They will be responsible for tasks such as obtaining relevant tax statements, reconciling them to holding positions, and updating metrics to monitor performance. Additionally, candidates should possess strong interpersonal skills to build relationships, influence outcomes, and negotiate successfully. Advanced Excel skills, understanding of Australian financial markets, and attention to detail are essential for this role.

Please note these are temporary contracts between 3 - 6 months commencing July.

Main Activities

• Contacting Registries and Fund Managers to obtain relevant tax statements.
• Reconciling tax statements to holding positions.
• Reprocessing tax calculations in either IPS, HUB or GWP.
• Updating various metrics to monitor performance.
• General adhoc administrative tasks as required.

Required Experience

• Understanding of the Australian Financial Markets
• Understanding of Australian tax
• Understanding of Australian dividend process
• Medium to advanced excel skills
• Excellent data entry skills

THE HUB24 STORY

We thinkcreativelyand we’re not constrained by traditional thinking or barriers to success. We’re led byexperts, realists with ideas, grounded in commercial reality who areboldenough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.

HUB24 Employee Benefits

Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).

Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.

Purchase and Bonus Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

Volunteer Day: 1 day Volunteer Day to use on your charity of choice.

Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.

Flexible Working: We offer hybrid working arrangements.

HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.

Employee Assistance Program: Well-being Service provided to you plus your family members.

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.

“Delivering innovation that creates value for you and your clients”

If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realise we needed!

*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.

2024 CircleBackInitiative Employer – we commit to respond to every applicant.

Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on the BOSS Best Places to work list.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Temporary

Job function

• Job function

  Accounting/Auditing and Finance

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