Fund Tax Manager

La Trobe Financial; Melbourne; In loco; AUD 150.000 - 200.000; Tempo pieno

Descrizione del lavoro

La Trobe Financial is seeking a Fund Tax Manager to lead taxation compliance for domestic MIS Credit Fund and evolving global fund offerings. This role partners with Asset Management and Fund Accounting to deliver accurate tax reporting.

Applicants should be CA/CPA/CTA qualified with at least five years in fund and corporate tax within professional services or financial services. Strong knowledge of investor reporting and regulatory tax requirements is essential.

Competenze

• CA, CPA or CTA qualified with at least 5 years of fund and corporate tax experience.
• Experience in funds management and investor tax reporting (AIIR, FATCA, CRS) required.
• Solid knowledge of income tax, tax consolidation and GST in financial services.
• Experience in Fund Accounting with tax reporting responsibilities.
• Knowledge of securitisation and warehouse trust structures is advantageous.
• Strong people and stakeholder management skills; clear communication.

Mansioni

• Prepare and review distribution tax calculations and related components.
• Prepare supporting materials for income tax returns for all funds.
• Ensure compliance with transparent trust rules and MIS/CTV structures.
• Review Business Activity Statement calculations and lodgement.
• Oversee investor tax reporting including AIIR, FATCA, CRS.
• Assist with implications of fund operations and new fund products.
• Support tax governance for third party data and corporate tax matters as needed.

Conoscenze

Tax reporting

Stakeholder management

Regulatory knowledge

Financial services

Communication skills

Formazione

CA/CPA/CTA qualification

Strumenti

Tax software

Financial reporting tools

Descrizione del lavoro

La Trobe Financial is Australia’s Global Investment Manager, helping Australians build better futures for over 70 years. With $25 billion in assets under management and the trust of 160,000 customers, we’ve grown through a commitment to service, innovation, and putting people first.

We don’t just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.

Build your future with us.

The Opportunity

Reporting to the Head of Tax within our Finance Division, the Fund Tax Manager position will be a key contributor to ensure the ongoing taxation compliance for our domestic MIS Credit Fund and evolving global Fund offerings. This role acts as a strategic Business Partner for our Asset Management team with future initiatives.

This position will provide sound tax advice to our Fund Accounting and Asset Management teams, prepare associated corporate and investor tax reporting and lodgements. Additional tasks include assisting with tax advice for both direct and indirect taxes for the funds managed by the business, whilst assisting with various other broader tax related matters on ad hoc bases.

Key Responsibilities

• Preparation and/or reviewing distribution calculations including tax components
• Preparation and/or supervision of supporting materials for income tax returns for all funds managed
• Ensuring adequate process for compliance with transparent trust rules, Managed Investment Trusts or Corporate Collective Investment Vehicles
• Review Business Activity Statement calculations and lodgement of returns
• Oversee the preparation and review of investor tax reporting (distribution tax calculations/AIIR/FATCA/CRS preparation)
• Assist tax leadership with implications of fund operations, proposed transactions and new fund products, including identification and management of tax risks and exposures
• Assisting the Finance and Asset Management teams to meet tax governance requirements for third party data
• Preparation or assistance with data requests in respect to taxes;
• Assist with corporate tax matters as required;

About You

• The successful applicant will be CA, CPA or CTA qualified and hold a minimum of 5 years Fund and Corporate tax experience gained in a professional accounting firm (Big 4 Chartered or second tier) or financial services sector working with managed funds. Additional skills and experience required include:
• Experience in funds management and investor tax reporting and related investor reporting (e.g. Investor Tax Statements, AIIR, FATCA and CRS) is required
• Detailed knowledge and preparation experience relating to income tax, tax consolidation and GST in Financial Services
• Strong experience in Fund Accounting with responsibility for preparing tax reporting would be considered
• Knowledge of securitisation and warehouse trust structures would be highly regarded
• Proficient people and stakeholder management skills
• Ability to translate tax and regulatory requirements into plain English
• Vision, focus, ability to self-manage and ‘get-it-done’ attitude
• Demonstrated initiative to take ownership of challenges and drive outcomes

Employee Benefits

• We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:
• Celebrate your birthday– with a paid day off, just for you!
• Give back– with paid volunteer days to support causes you care about;
• More time for you– purchase additional annual leave when you need it;
• Support for families– 18 weeks paid primary carer parental leaveplussuperannuation contributions;
• Wild perks– free annual membership to Taronga Zoo and Collingwood Football Club!
• Wellbeing first– access to our Employee Assistance Program (EAP);
• Keep growing– with ongoing training and development opportunities;
• Unforgettable socials– from team events to celebrations you’ll actually want to attend! and
• Retail therapy– enjoy discounts through Reward Gateway.

Diversity & Inclusion

We’re committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we’re here to help.

Please note that only shortlisted candidates will be contacted