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Fund Servicing Associate II - Tax Manager
manager · Corporate Finance
Help shape high-quality tax reporting and advisory outcomes that enable confident decision-making. You’ll lead a team, partner closely with stakeholders, and improve end-to-end processes. This role offers breadth across recurring deliverables, risk and control, and change initiatives. If you enjoy combining technical depth with practical execution, this is a strong next step.
As a Tax Manager in the Tax Services team, you will lead the delivery of accurate, timely tax reporting and tax support for internal stakeholders and external clients. You will apply strong technical tax knowledge to the operating model, while strengthening controls, documentation, and service quality. You will also manage a team and contribute to process improvements and product development initiatives.
Job responsibilities
- Deliver and review tax reporting and related deliverables (for example: tax returns, tax distributions, supplementary reporting, and support on corporate actions)
- Manage client tax queries and stakeholder requests through clear intake, prioritization, tracking, and closure
- Analyze tax data from investment and accounting systems and internal tax reporting platforms to identify issues and drive resolution
- Own delivery timelines and quality standards, ensuring outputs are completed on time and to agreed requirements
- Identify, assess, and mitigate operational risks across tax reporting processes, including defining and performing control checks
- Develop, maintain, and improve tax documentation, including standard operating procedures and tax reporting policies
- Partner with stakeholders to define business requirements, document functional and non-functional needs, and agree solutions
- Review project materials across the delivery lifecycle (process flows, use cases, gap analysis, specifications, test plans, test scripts, and training materials) and coordinate approvals
- Lead, coach, and develop a team of tax analysts and people managers, including onboarding and training plans for new hires
- Maintain effective stakeholder communications through clear status updates, presentations, and reporting
Required qualifications, capabilities and skills
- Bachelor’s degree (or equivalent) in Accounting, Finance, Law, or a related field
- Minimum of 8 years of tax experience
- Strong technical tax knowledge with the ability to apply tax requirements to business processes and operating models
- Knowledge of Australian tax requirements relevant to financial services, including Taxation of Financial Arrangements (TOFA)
- Demonstrated experience preparing and/or reviewing tax returns, tax distributions, and supplementary tax reporting
- Demonstrated experience managing tax-related queries from clients and stakeholders with clear documentation and follow-through
- Experience interpreting and analyzing data from investment and accounting systems for tax reporting purposes
- Experience identifying risks, implementing controls, and maintaining a strong controls environment within operational processes
- Strong written and verbal communication skills, with the ability to facilitate alignment across multiple teams
- Proven ability to prioritize multiple deliverables, meet deadlines, and take accountability for outcomes
Preferred qualifications, capabilities and skills
- Certified Public Accountant (CPA) or Chartered Accountant (CA) qualification
- Minimum of 8 years of tax experience, preferably within custody, professional services, or financial service
- Master’s degree in Tax (or equivalent)
- Experience leading process improvement and/or product development initiatives within a tax services environment
- Experience drafting and maintaining tax-related operating procedures and policy documentation
- Experience leading teams that include both individual contributors and people managers
- Experience supporting change delivery activities such as requirements, testing, and training coordination