Efinancialcareers Ltd. | Head Of Fund Services Tax
vor 1 Monat
Head of Fund Services Tax (Australia), VP Who We Are Looking For:
The Head of Fund Services Tax (Australia) role within Global Delivery is primarily responsible for overseeing the planning, scheduling and execution of Tax deliverables across the department and managing relationships with our clients on all tax related matters.
The successful candidate will also be responsible for staffing and performance management, maintaining budgets and expense optimization, adherence of the department to risk and compliance policies, liaising with clients, driving process improvements to deliver operational excellence and involved in the formulation and execution of the department wide strategy.
The role involves interaction with various units locally and overseas.
Candidates should also possess excellent interpersonal, communication and people management skills and demonstrate the ability to lead a large size team.
Accuracy, timeliness and delivery of client service are imperative in this position with increased focus towards quality controls, documentation and process improvements.
What you will be responsible for
Oversee the monthly, quarterly and annual deliverables (tax distributions, tax provision calculations, income tax returns, CGT, BAS) ensuring timely and accurate production of deliverables for each client relationship.
Answer and handle complex issues and queries, both internal and external, and escalate as needed; acting with a sense of urgency to meet required deliverables.
Be accountable for assigned tasks and deadlines for self and for the team.
Identify risk issues, breaches and act in accordance with the 'risk' escalation chain and operating procedures.
Ensures all controls and procedures are adhered to as well as makes recommendations for changes.
Play a key role in deepening relationships with clients, liaising with clients on key tax matters, service governance reviews and projects.
Participate, as needed, with prospecting opportunities for new clients and RFP responses.
Oversee the effective coordination of activities with other departments, including business driven initiatives that have tax implications.
Lead periodic reviews of key processes, including operating model changes, technology changes and vendor management.
Understand the end to end process and be able to seek support to clear out inter process upstream / downstream dependencies, suggest process improvements and be able to seek support to drive projects to create efficiencies / enhance controls.
Ensures effective use of systems and makes recommendations for system enhancements.
Effectively manage auditor/client queries.
Understand the client requirements and guide the team towards efficiently managing its deliverables.
Evaluates staffing needs while continually striving for greater efficiencies.
Ensures all personnel are appropriately selected, thoroughly trained and given timely and complete performance evaluation feedback.
Remains informed of regulatory changes, new industry and competitor developments.
Other special projects or tasks assigned.
Education & Preferred Qualifications
Post Graduates (CA/CPA/CFA) qualified with Big 4 or mid-tier accounting firm relevant experience.
At least 10+ years of experience in an accounting or financial services environment, specifically in Australia tax, statutory reporting (APRA) or financial reporting for managed investment and superannuation funds.
5+ years supervisory experience is required.
Good leadership, negotiation and analytical skills, proven track record of efficiency creation, staff development and people management skills.
Good understanding of managed investment funds and superannuation funds.
Familiar with financial services and investment products.
Detail-oriented individual capable of performing in a high-paced environment.
Demonstrated ability to meet deadlines and possess strong problem-solving and resolution skills.
Good knowledge of internal systems, MS office (Excel, Word).
Data & Analysis - Possesses strong attention to detail.
Demonstrate good analytical skills in resolving team issues and facilitates decision making.
Have a mindset to continuously improve processes and action on it.
Strong attention to detail and a focus on service.
Strong written and verbal communication skills.
Ability to prioritize multiple responsibilities to meet internal and industry deadlines.
Strong problem-solving skills.
About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
From technology to product innovation we're making our mark on the financial services industry.
For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people.
We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow.
We make all efforts to create a great work environment.
Our benefits packages are competitive and comprehensive.
Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks.
You'll have access to flexible Work Program to help you match your needs.
And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility.
We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.
Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.
You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
#J-18808-Ljbffr
-
Head Of Fund Services Tax
vor 1 Monat
Melbourne, Österreich Efinancialcareers Ltd. VollzeitHead of Fund Services Tax (Australia), VPWho We Are Looking For:The Head of Fund Services Tax (Australia) role within Global Delivery is primarily responsible for overseeing the planning, scheduling and execution of Tax deliverables across the department and managing relationships with our clients on all tax related matters. The successful candidate will...
-
Head Of Fund Services Tax
vor 1 Monat
Melbourne, Österreich Efinancialcareers Ltd. VollzeitHead of Fund Services Tax (Australia), VPWho We Are Looking For:The Head of Fund Services Tax (Australia) role within Global Delivery is primarily responsible for overseeing the planning, scheduling and execution of Tax deliverables across the department and managing relationships with our clients on all tax related matters.The successful candidate will also...
-
Head Of Fund Services Tax
vor 2 Monaten
Melbourne, Österreich State Street Corporation VollzeitHead of Fund Services Tax (Australia), VPWho We Are Looking For:The Head of Fund Services Tax (Australia) role within Global Delivery is primarily responsible for overseeing the planning, scheduling and execution of Tax deliverables across the department and managing relationships with our clients on all tax related matters. The successful candidate will...
-
Senior Fund Accountant
vor 2 Monaten
Melbourne, Österreich Efinancialcareers Ltd. VollzeitThe Senior Fund Accountant at FNZ is a full-time, permanent role based in Sydney or Melbourne, reporting to the Head of Fund Accounting. This role is central to maintaining financial records and ensuring compliance for superannuation funds and managed investment schemes administered by FNZ. Key responsibilities include managing month-end reconciliations,...
-
Senior Fund Accountant
vor 2 Monaten
Melbourne, Österreich Efinancialcareers Ltd. VollzeitThe Senior Fund Accountant at FNZ is a full-time, permanent role based in Sydney or Melbourne, reporting to the Head of Fund Accounting.This role is central to maintaining financial records and ensuring compliance for superannuation funds and managed investment schemes administered by FNZ.Key responsibilities include managing month-end reconciliations,...
-
Head Of Fund Services Tax
vor 1 Monat
Melbourne, Österreich Mygwork VollzeitThis job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly. Who We Are Looking For: The Head of Fund Services Tax (Australia) role within Global Delivery is primarily responsible for overseeing the planning, scheduling and...
-
Head Of Fund Services Tax
vor 2 Monaten
Melbourne, Österreich State Street VollzeitWho We Are Looking For: The Head of Fund Services Tax (Australia) role within Global Delivery is primarily responsible for overseeing the planning, scheduling and execution of Tax deliverables across the department and managing relationships with our clients on all tax related matters.The successful candidate will also be responsible for staffing and...
-
Melbourne, Österreich Tideri Jobbörse VollzeitThe Senior Fund Accountant at FNZ is a full-time, permanent role based in Sydney or Melbourne, reporting to the Head of Fund Accounting.This role is central to maintaining financial records and ensuring compliance for superannuation funds and managed investment schemes administered by FNZ.Key responsibilities include managing month-end reconciliations,...
-
Fund Manager – Equity Fund Strategies
vor 3 Wochen
Melbourne, Österreich Efinancialcareers VollzeitFund Manager – Equity Fund StrategiesNon-disclosed Melbourne, AustraliaAbout Qualitas:Qualitas is a leading ASX-listed Australian alternative real estate investment manager specialising in delivering outstanding results across private credit and equity investments. With nearly two decades of experience, we manage capital on behalf of some of the world's...
-
Melbourne, Österreich Tideri Jobbörse VollzeitFund Manager – Equity Fund Strategies Non-disclosed Melbourne, AustraliaAbout Qualitas: Qualitas is a leading ASX-listed Australian alternative real estate investment manager specialising in delivering outstanding results across private credit and equity investments.With nearly two decades of experience, we manage capital on behalf of some of the world's...
-
Head Of Fund Accounting
vor 2 Wochen
Melbourne, Österreich La Trobe Financial Services Pty Limited VollzeitAbout La Trobe FinancialAustralia's premier Alternative Asset Manager since 1952.Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney.For over 70 years, we have been trusted to deliver marketing leading...
-
Head Of Fund Accounting
vor 2 Wochen
Melbourne, Österreich La Trobe Financial Services Pty Limited VollzeitAbout La Trobe Financial Australia's premier Alternative Asset Manager since 1952.Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney.For over 70 years, we have been trusted to deliver marketing leading...
-
Head Of Finance – Funds
vor 2 Wochen
Melbourne, Österreich Buscojobs VollzeitWe've made it our business to understand how people want to live and work today, tomorrow and beyond and as you'd expect, we practise what we preach in our own workplace as well. For more than two decades, Investa has led the way in making positive change in Australia's workplaces.We're an Australian diversified real estate company with a recognised...
-
Manager, Financial Reporting | Melbourne, Au
vor 3 Monaten
Melbourne, Österreich Efinancialcareers Ltd. VollzeitAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Consultant, Financial Reporting
vor 2 Monaten
Melbourne, Österreich Efinancialcareers Ltd. VollzeitAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Melbourne, Österreich Northern Trust Corporation VollzeitAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Melbourne, Österreich Efinancialcareers Ltd. VollzeitHead of Strategic Partnerships and ANZ EngagementHead of Strategic Partnerships and ANZ EngagementHeyyyyy!We're Cashrewards, Australia's most loved cashback platform.Shoppers love us, but not just shoppers, our team think we're pretty awesome too.So much so that they voted and now we're a certified Great Place to Work.As they say, the proof is in the pudding...
-
Melbourne, Österreich Tideri Jobbörse VollzeitAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Buscojobs | Head Of Finance – Funds
vor 4 Stunden
Melbourne, Österreich Buscojobs VollzeitWe've made it our business to understand how people want to live and work today, tomorrow and beyond and as you'd expect, we practise what we preach in our own workplace as well.For more than two decades, Investa has led the way in making positive change in Australia's workplaces.We're an Australian diversified real estate company with a recognised track...
-
Head Of Oversight
vor 4 Wochen
Melbourne, Österreich Efinancialcareers Ltd. VollzeitThe Head of Oversight & Monitoring plays a critical role in leading oversight and monitoring activities for third- and fourth-party service providers and clients across Equity Trustees' Corporate and Superannuation Trustee Services (CSTS) business. Reporting directly to the General Manager, Governance, Risk, Compliance & Regulatory Affairs, this role ensures...
