Tax Analyst

FirstCape; Auckland; On-site; NZD 65,000 - 90,000; Full time

Benefits offered by this job

Wellbeing support

Volunteer days

Development opportunities

Great company culture

Job summary

FirstCape is seeking a detail-focused Tax Analyst to join our CFO Department in Auckland or Wellington. You’ll support tax compliance, reporting and governance across our wealth advisory and asset management group.

Reporting to the Tax Manager, you’ll prepare tax calculations, reconciliations and returns, maintain documentation, and contribute to tax policy and process improvements in a regulated financial services environment.

Qualifications

• Relevant tertiary qualification in accounting, finance or related field.
• CA ANZ or equivalent professional credential (completed, in progress or planned).
• 2–5 years of tax, accounting or finance experience preferred.
• Knowledge of NZ tax regimes and regulatory guidance a plus.

Responsibilities

• Assist with tax compliance, including returns and filings.
• Prepare tax calculations, reconciliations and supporting workpapers.
• Maintain documentation and governance trails for tax positions.
• Support tax policy implementations and process improvements.
• Collaborate with Finance, BUs and external advisers as required.

Skills

Attention to detail

Analytical skills

Organisational skills

Communication skills

Willingness to learn

Collaboration

Excel

Data handling

Education

Tertiary qualification in accounting/finance

CA ANZ qualification or equivalent

Tools

Microsoft Dynamics 365

Job description

FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.

About the opportunity | Mo te whai waahi

We are looking for a detail-focused and analytical Tax Analyst to join our CFO Department and support the delivery of tax compliance, reporting and governance obligations across FirstCape. This role can be Auckland or Wellington based.

Reporting to the Tax Manager and working closely with the Head of Tax, you’ll help prepare tax calculations, reconciliations, returns, workpapers and supporting analysis across a complex financial services group encompassing wealth advisory, asset management, custody and platform operations. You’ll maintain clear documentation and audit trails, help evidence tax controls, and contribute to the consistent application of tax policies and procedures across FirstCape.

This is an opportunity to build your technical tax expertise in a complex and regulated environment while contributing to tax governance initiatives, process improvements and broader Finance and Business Unit activities.

Tax compliance support

• Assist with the preparation and submission of tax returns and related filings, including provisional tax, income tax, GST and FBT returns, imputation credit account calculations and withholding tax obligations.
• Gather, analyse and validate the financial and operational data required for tax compliance.
• Prepare and maintain accurate, well-organised tax reconciliations, workpapers and supporting documentation for Group tax filings.
• Help maintain the tax compliance calendar and support the timely completion of filing and payment obligations.
• Assist with information requests and queries from the wider Finance team, Business Units, external advisers, auditors and tax authorities.

Technical and advisory support

• Research and analyse tax legislation, Inland Revenue guidance and relevant industry developments.
• Prepare supporting analysis for technical papers, advisory matters and tax projects.
• Assist with implementing approved tax positions within Finance and Business Unit processes.
• Provide tax support for transactions, governance activities and business improvement projects as required.
• Continue developing your technical tax knowledge and awareness of relevant legislation, Inland Revenue guidance and industry developments.

Tax controls, data and governance

• Maintain high-quality documentation, workpapers and audit trails supporting tax calculations, positions and compliance outcomes.
• Help ensure the accuracy and integrity of data used in tax calculations and reporting.
• Support the operation and continuous improvement of established tax processes, policies, controls and governance frameworks.
• Identify and promptly escalation discrepancies, errors or risks to the Tax Manager.
• Understand and follow the policies and procedures relevant to the role, while putting clients’ needs first and treating clients fairly and with integrity.

What you will bring to the role | He aha ka kawea e koe ki te mahi

You’ll bring a collaborative and proactive approach, alongside:

• Strong attention to detail and a commitment to accuracy.
• Strong analytical and problem-solving skills.
• Excellent organisation and the ability to manage deadlines and competing priorities.
• Clear and professional written and verbal communication skills.
• A willingness to learn and develop technical expertise in a complex, regulated environment.
• The ability to collaborate effectively and support wider organisational and business outcomes.
• A relevant tertiary qualification in accounting, finance or a related field.
• A CA ANZ qualification, or an equivalent professional qualification, that is completed, in progress or intended.
• Two to five years’ experience in tax, accounting or finance, ideally within professional services or financial services.
• Developing knowledge of New Zealand income tax, GST and withholding tax regimes.
• Strong Excel and data-handling skills.
• The ability to follow established processes and maintain accurate documentation.

Exposure to financial services, funds management or wealth management environments, and familiarity with Microsoft Dynamics 365, would be advantageous but are not essential.

Why work at FirstCape? | He aha mahi i te FirstCape?

We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.

We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.

We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).

To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.