Job Description
Inclusion makes a stronger team.
To ensure diversity in the interview slate, Hiring Managers are to fairly consider candidates of different nationalities (with at least 1 candidate of local nationality where necessary); and at least 1 male and 1 female candidate for the position to be filled.
Job Title:
Senior Tax Accountant
Date:
June 2026
Department:
Asset and Fund Services
Location:
Sydney
BFI Level:
HR to confirm
Business Line / Function:
Tax Services
Reports to:
Tax Operations Manager
Number of Direct Reports:
None
Directorship / Registration:
No
Is Associated Person (AP)*
Choose an item.
No
*Hiring Manager to inform HR/TA
*For ALMT, FIC, WM, Legal and Risk
What is this position about?
The Senior Tax Accountant will report directly to the Tax Operations Manager and is responsible for assisting with client deliverables, transitions and project deliverables impacting the Tax Services team. They will be primarily involved in the preparation of unit trust distributions, detailed taxable income calculations, BAS returns and other tax reporting as well as being involved in the testing of processes and templates, update of standard operating procedures, client transitions and projects.
Primary Role Responsibilities
The Tax Operations Team is responsible for managing the overall delivery of tax services to all our Asset and Fund Services clients and ensuring that the tax reporting infrastructure is compliant with Tax legislation.
This includes the following-
- Managing the client relationship from a tax reporting perspective.
- Maintenance of tax reporting infrastructure and templates.
- Preparation and review of tax calculations and reports
- Tax process control and risk management.
They have extensive interaction and dealings with various managers and teams within the Operations Division including Fund Administration, Custody Operations, Risk and Relationship Management.
All services delivered by this team are required to consider current legislative and regulatory requirements and they must comply with operational risk guidelines. Also, they are responsible for the investigation, management and resolution of any client queries and issues which are directed to the team. Finally, the team supports the ongoing fulfilment of service delivery to Clients through representation alongside the Relationship Management function.
Key responsibilities include:
- Accurate and timely delivery of tax reporting deliverables.
- Preparation of distribution calculations, superannuation fund tax calculations and tax returns.
- Preparation of client reporting templates for review.
- Train/mentor tax accountant on unit trust distribution calculations, superannuation fund tax calculations and tax returns
- Review and maintenance of client tax profiles and security static data used to drive reporting and tax calculations
- Attending to and responding to client queries.
- Adherence to operational compliance and risk policies.
- Assist in the completion of projects, including testing of tax templates.
- Actively participate and contribute to meeting other team deliverables.
What is required for you to succeed?
Knowledge of tax accounting principles for financial instruments, trusts, and/or superannuation funds.
- Knowledge of fund accounting, reporting and related operational risk and compliance requirements of the client service function
- Knowledge of tax accounting principles for financial instruments, trusts, and/or superannuation funds
- Degree qualified in Business, Accounting, or related discipline.
- Qualified Accountant (CA/CPA)
- Experience using central accounting systems and producing reconciliations.
- Demonstrated history of being results focused and excellent attention to detail.
- Excellent communication skills, both written and verbal
