Senior Tax Analyst

Davidson; Sydney; Hybrid; AUD 100,000 - 150,000; Full time

Benefits offered by this job

12-month day rate contract

Hybrid Sydney/Melbourne

Wealth management exposure

Collaborative Fund Operations team

Job summary

Davidson is partnering with a leading organisation within wealth management to recruit an experienced Senior Tax Analyst. You will support the tax team in delivering accurate and timely tax reporting across investment trusts in a large financial services environment.

You will engage in distribution planning, trust calculations, AMMA statements, and year-end returns while collaborating with Tax, Product and Client Reporting stakeholders to improve processes and controls.

Qualifications

• Experience in tax, accounting, fund accounting or funds management within wealth management.
• Strong knowledge of capital gains tax principles and EUUT income.
• Understanding of investment trust and superannuation fund taxation.
• Experience with trust operations, unit pricing or fund accounting.
• Advanced Excel skills including VBA and financial models.
• Strong communication and stakeholder management.

Responsibilities

• Support interim and year-end distribution planning and calculations.
• Prepare and review trust distribution calculations.
• Complete trust loss testing, reconciliations and tax reporting.
• Collate AMMA statements and liaise with fund managers.
• Review tax data for annual tax statements and AMMAs.
• Prepare year-end trust tax returns.
• Maintain Excel models used for trust distribution calculations.
• Support ad hoc distributions related to asset transitions and projects.
• Collaborate with Tax, Product, Client Reporting and Project stakeholders.
• Identify opportunities to improve tax processes, efficiency and risk controls.

Skills

Capital gains tax

EUUT income

Investment trust taxation

Trust operations

Fund accounting

Excel

VBA

Financial modeling

Analytical skills

Tax communication

Stakeholder management

Attention to detail

Education

Bachelor's degree in Finance or Accounting

Tools

VBA

Financial Modeling Tools

Job description

About the Company

Davidson is partnering with a leading organisation within the wealth management sector to recruit an experienced Senior Tax Analyst. This is an opportunity to join a collaborative, high-performing Fund Operations team within a large and established financial services environment.

About the Role

As Senior Tax Analyst, you will support the tax team in delivering accurate and timely tax reporting across investment trusts.

Your responsibilities will include:

• Supporting interim and year-end distribution planning and calculations
• Preparing and reviewing trust distribution calculations
• Completing trust loss testing, reconciliations and tax reporting
• Collating AMMA statements and liaising with fund managers
• Reviewing tax data for annual tax statements and AMMAs
• Preparing year-end trust tax returns
• Maintaining Excel models used for trust distribution calculations
• Supporting ad hoc distributions associated with asset transitions and projects
• Working closely with Tax, Product, Client Reporting and Project stakeholders
• Identifying opportunities to improve tax processes, efficiency and risk controls

About You

You will bring proven experience across tax, accounting, fund accounting or funds management, with exposure to wealth management environments.

You will also have:

• Strong knowledge of capital gains tax principles and EUUT income
• An understanding of investment trust and superannuation fund taxation
• Exposure to trust operations, unit pricing or fund accounting
• Strong Excel capability, with an interest in VBA, macros and financial models
• A degree in Finance, Accounting or a related discipline
• Strong analytical and problem-solving skills
• The ability to interpret and communicate technical tax information
• Excellent stakeholder management and communication skills
• Strong attention to detail and the ability to manage competing priorities

The Benefits

• 12-month day rate contract
• Sydney or Melbourne hybrid working arrangements
• Exposure to a large wealth management environment
• Collaborative and experienced Fund Operations team