Tax Advisor

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Tax Advisor position in Wellington – hybrid role with flexible work in Mercer's NZ Fund Services team.

Seeking a mid-level tax specialist with expertise in NZ fund tax compliance, record-keeping, and stakeholder engagement.

Company:

Mercer

Tax Advisor

We will count on you to:

• Support the NZ Tax Manager with tax compliance responsibilities across Mercer Funds in New Zealand, including income tax and PIE tax compliance.
• Collaborate with external tax advisors, registry and custodians to ensure accurate tax information and compliance.
• Review annual income tax provisions, trust distributions, tax statements, and unit pricing tax accruals in line with policies.
• Ensure Funds operate within relevant tax policies, procedures, and risk management frameworks.
• Contribute to tax-related initiatives such as new business proposals, fund restructures, and product projects.

What you need to have:

• Tertiary qualifications in business, accounting, tax, law, commerce, or related discipline.  Could be working towards completing CA but not necessary to be CA qualified.
• Minimum 2-3 years post-qualification experience in tax roles; financial services experience preferred but not essential.
• Solid technical knowledge of NZ tax policy, especially relating to unit trusts and PIE taxation.
• Strong analytical, problem-solving, and attention to detail skills.
• Excellent interpersonal and communication skills to engage effectively with diverse stakeholders.

What makes you stand out:

• Experience working within financial services or fund management environments.
• Proven ability to develop and maintain effective stakeholder relationships across multiple teams.
• Familiarity with tax compliance processes in a fund accounting context.
• Ability to contribute proactively to tax policy reviews and business initiatives.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities.
• Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.