Global Tax Implementation & Reporting Lead

Rest; Sydney; On-site; AUD 170,000 - 210,000; Full time

Benefits offered by this job

Rest Days

Parental Leave

AI & Data Academy

Income Protection

Leave Purchase Option

Awards Program

Job summary

Rest, one of Australia’s largest profit-to-member super funds, seeks a Tax Manager, Implementation and Reporting to ensure investments are accurately implemented and compliant with global tax obligations. You will translate tax structures into actionable implementation steps and oversee inception setup of investments.

You will collaborate across Tax, Investments and Operations to document investments, manage foreign tax obligations, and ensure timely filings.

Qualifications

• Demonstrated tax experience in funds management
• Understanding of the superannuation/funds management industry
• Excellent organisational and project management skills
• Strong data modelling and analytical capabilities
• Excellent verbal and written numerical skills
• Stakeholder engagement ability
• Team collaboration mindset
• Knowledge of US/UK tax reporting is advantageous

Responsibilities

• Translate approved tax structures into clear implementation instructions and oversee accurate set‑up of investments and tax attributes at inception
• Work collaboratively across Group and Investment Tax functions to ensure investments are documented and transitioned into global tax compliance program
• Managing all foreign tax compliance obligations in foreign jurisdictions and oversee delivery of tax filings and payments
• Ensure compliance with private country-by-country reporting and OECD tax reporting regimes
• Act as primary tax contact for custody onboarding and tax queries throughout investment lifecycle
• Oversee custodian tax service levels and governance practices
• Coordinate with investment managers and external advisors on foreign hybrid partnerships, CFC and Pillar Two testing
• Deliver tax data analytics and trend analyses across investment/custodian reporting
• Establish and maintain a standardized investment implementation framework
• Monitor tax structures/attributes of assets to keep tax settings appropriate
• Support Investment Operations on tax queries, distributions, capital calls and fees
• Contribute to tax technology roadmap and AI/automation initiatives

Skills

Funds tax experience

Taxation knowledge

Stakeholder management

Data analysis

Project management

Communication skills

US/UK tax reporting

Team player

Education

Chartered Tax Advisor

Master of Tax

CPA/CA ANZ

LLB

Job description

Rest, one of Australia’s largest profit-to-member super funds, seeks a Tax Manager, Implementation and Reporting to ensure investments are accurately implemented and compliant with global tax obligations. You will translate tax structures into actionable implementation steps and oversee inception setup of investments.

You will collaborate across Tax, Investments and Operations to document investments, manage foreign tax obligations, and ensure timely filings.