Operational Tax & Reconciliations Specialist

Barrenjoey; Sydney; On-site; AUD 90,000 - 125,000; Full time

Job summary

Barrenjoey in Sydney, Australia seeks an Operations professional to support taxation and day-to-day controls across the client lifecycle. You will handle onboarding, KYC-related tax reviews, and compliance reporting while engaging with multiple teams to ensure accuracy and timeliness.

The role focuses on operational tax obligations, FATCA/CRS, AIIR/IIR reporting, and the maintenance of tax documentation workflows. Strong organization and communication are essential.

Qualifications

• 1–5 years’ experience in an operations team within financial services.
• Understanding of settlement lifecycle for equities and fixed income.
• Experience with client tax withholding and reporting obligations across jurisdictions is valued.

Responsibilities

• Daily production and delivery of reconciliations to operational teams by SLA.
• First point of contact for reconciliation queries from stakeholders.
• Provide reconciliation data for monthly risk forums to review metrics and risks.
• Build and implement new reconciliations with testing and sign-off.
• Act as primary Operations contact for tax documentation and controls.
• Assist with tax document status reporting and related processes.
• Identify operational tax risks and participate in remediation.
• Maintain risk management documentation and procedures.
• Identify STP opportunities and help automate tax requirements.
• Support projects, UAT, and system/regulatory driven developments.

Skills

Operations experience

Financial services knowledge

Risk management

Communication skills

Self-starter

Deadline-orientation

Attention to detail

Cross-team collaboration

Job description

Barrenjoey in Sydney, Australia seeks an Operations professional to support taxation and day-to-day controls across the client lifecycle. You will handle onboarding, KYC-related tax reviews, and compliance reporting while engaging with multiple teams to ensure accuracy and timeliness.

The role focuses on operational tax obligations, FATCA/CRS, AIIR/IIR reporting, and the maintenance of tax documentation workflows. Strong organization and communication are essential.