Funds Tax Specialist — Client-Facing, Flexible Hybrid

Bluefin Resources Pty

Melbourne

Hybrid

AUD 90,000 - 115,000

Full time

6 days ago
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Benefits offered by this job

Hybrid work model
Learning and development support

Job summary

Bluefin Resources Pty in Melbourne is seeking a funds tax specialist to join its Client Tax team. This is a technical, client-facing role handling tax returns, activity statements and tax provision calculations for large super fund clients.

You will support the Head of Tax on legislative change and policy development, maintain internal tax models, and collaborate with clients and tax advisors. A flexible hybrid model is offered with learning and development support and additional benefits.

Qualifications

  • 3–5 years’ tax experience with a funds tax focus.
  • Background in Big 4 funds tax/asset management, asset management or custodian, or a superannuation fund.
  • CA or CTA qualified (or close to completion).
  • Solid understanding of the tax law and regulatory frameworks affecting super funds; unit pricing knowledge is advantageous.
  • Strong communication, problem-solving, attention to detail and Excel proficiency.

Responsibilities

  • Prepare and review tax returns, activity statements and tax provision calculations for super fund clients
  • Support the Head of Tax on legislative change, policy development and technical advice
  • Maintain and improve internal tax models and documentation
  • Work with clients, tax advisors and internal teams across the business
  • Contribute to tax projects and client onboarding, and handle ATO queries and audits

Skills

Strong communication
Problem-solving
Attention to detail
Excel

Education

CA or CTA qualified or near completion

Tools

Tax software

Job description

Bluefin Resources Pty in Melbourne is seeking a funds tax specialist to join its Client Tax team. This is a technical, client-facing role handling tax returns, activity statements and tax provision calculations for large super fund clients.

You will support the Head of Tax on legislative change and policy development, maintain internal tax models, and collaborate with clients and tax advisors. A flexible hybrid model is offered with learning and development support and additional benefits.

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