Tax Manager - Real Estate - Funds

Smart Tax Search; Sydney; Hybrid; AUD 180,000 - 200,000; Full time

Benefits offered by this job

Hybrid work arrangement

Competitive salary

Job summary

Smart Tax Search in Sydney is seeking an experienced Tax Manager to own the funds tax compliance, reporting and forecasting across a portfolio of funds and trusts. You will manage a Tax Accountant and collaborate with senior stakeholders to drive efficiency and automation while ensuring statutory obligations are met.

The role focuses on compliance with opportunities to contribute to technology upgrades and process improvements within a dynamic Australian funds tax environment.

Qualifications

• 7-10 years of experience in Australian funds taxation and related compliance.
• Experience managing tax compliance processes end to end with attention to detail.
• Strong knowledge of Australian trust taxation including MITs/AMITs and distribution obligations.

Responsibilities

• Manage end-to-end tax compliance and reporting for a portfolio of funds, trusts and related entities.
• Lead and develop a Tax Accountant, providing guidance and performance oversight.
• Contribute to technology upgrades, automation, and improved tax processes and systems.
• Liaise with stakeholders, advisers and revenue authorities on tax matters.

Skills

Australian funds tax experience

Mentoring

Stakeholder engagement

Automation mindset

Education

CA/CPA or postgraduate tax qualifications

Job description

Tax Manager - Funds Management

Sydney CBD | $180,000 - $200,000 + Bonus | Hybrid Working (50% WFH)

An exciting opportunity has arisen for an experienced Tax Manager to join a well-established and highly regarded Australian Real Estate organisation with a significant funds management portfolio. This is an excellent opportunity for a tax professional with strong Australian funds tax experience who enjoys taking ownership of the compliance function, managing and developing a junior team member, working closely with senior stakeholders and contributing to technology and process improvements. Offering a competitive salary, flexible working arrangements and exposure to a complex and diverse funds structure, this role provides an opportunity to make a genuine impact within an established business.

The Opportunity

• Reporting directly to the Finance Manager, with a dotted reporting line to the Director of Tax within the broader Group Tax team, you will take responsibility for the tax compliance, reporting and forecasting requirements across a portfolio of managed funds, trusts and associated entities.
• You will have direct management responsibility for a Tax Accountant, providing guidance, technical support and oversight of their work.
• The role is predominantly compliance focused, with an opportunity to contribute to the implementation and rollout of new technology, automation initiatives and process improvements.
• Working closely with finance, tax and other business stakeholders, you will play a key role in ensuring the accurate and timely delivery of tax obligations while identifying opportunities to improve efficiency across the function.

Key Responsibilities

• Manage the end-to-end tax compliance and reporting obligations across a portfolio of managed funds, trusts and associated entities.
• Oversee the preparation and review of trust distribution calculations, tax returns, distribution statements and associated tax reporting.
• Manage tax calculations and reporting relating to income tax, capital gains tax, MITs/AMITs, withholding tax and GST.
• Oversee tax cost base records, tax fixed asset registers and associated reconciliations.
• Prepare taxable earnings forecasts, distribution projections and other tax-related calculations.
• Directly manage, mentor and develop a Tax Accountant, overseeing their workload, technical development and performance.
• Liaise with internal stakeholders, external advisers and revenue authorities on compliance and technical tax matters.
• Contribute to technology upgrades, automation initiatives and the implementation of improved tax processes and systems.
• Identify and manage tax risks, ensuring compliance with relevant legislation and internal governance requirements.

About You

We are seeking an experienced tax professional with approximately 7-10 years' experience and a strong background in Australian funds taxation.

Ideally, you will bring

• Strong Australian funds tax experience, gained within professional services, funds management, property, asset management or a similar environment.
• Solid technical knowledge of Australian trust taxation, including MITs/AMITs, trust distributions and associated compliance obligations.
• Experience managing tax compliance processes from end to end, with excellent attention to detail.
• CA, CPA or relevant postgraduate tax qualifications.
• The ability to manage, mentor and support a junior tax professional.
• Excellent communication and interpersonal skills, with the confidence to build relationships and work effectively with stakeholders across the business.
• Strong organisational skills and the ability to manage competing deadlines.
• An interest in technology, automation and improving existing tax processes.
• A proactive, collaborative approach and the ability to work autonomously.

What's on Offer

• Competitive salary of $180,000 - $200,000 + bonus
• Hybrid working arrangements - approximately 50% work from home
• Opportunity to join an established and highly regarded Australian organisation.
• Exposure to a diverse and complex portfolio of managed funds and investment structures.
• Direct people management responsibility with the opportunity to mentor and develop a Tax Accountant.
• Direct interaction with senior finance leadership and the broader Group Tax team.
• Opportunity to play an active role in technology upgrades, automation and process improvement initiatives.
• A collaborative working environment offering autonomy, responsibility and flexibility.

Additional information

• Take ownership of the funds tax compliance function within a leading ASX company
• People management role
• Sydney CBD location - hybrid working available, 50% WFH