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Senior Tax Associate (X2)

ALEKSANDAR. - Melbourne, VIC

Any Industry
Source: uWorkin

Source: uWorkin


aleksandar. have been appointed to manage a recruitment process on behalf of a leading international financial services institution to identify two Senior Tax Associates in Melbourne, Australia. Committed to being at the forefront of innovation and transformation within the integrated funds management custody sector, our client is looking for up and coming tax professionals that are serious about developing their career in a commercial environment.

The Senior Tax Associate position will be responsible for a range of taxation responsibilities across compliance, advisory and technology optimisation. The role will involve assisting with timely and effective tax advice to various divisions across Australia and offshore. Both positions will sit within the tax team in Melbourne and will report directly into the Tax Manager.

Your success in this role will hinge on the strength of your technical experience within the funds management / custody market sector. You will have a strong knowledge and understanding of taxation risk, investment funds and superannuation funds (cultivated at a big4 accounting firm and/or mid-tier accounting firm). In return, this position will provide you with excellent in-house tax technical exposure for a large international corporate. There is also a heavy focus on career development in the business as a whole and considerable exposure to senior executives within the wider business.

Candidates we are interested to speak with must have the ability to:

  • Review and sign off trust distribution calculations (Interim & Final) and Trust Tax Returns.
  • Review and sign off unit trust distribution statements for the unit holders prepared by fund accountants.
  • Review and sign off detailed taxable income calculations and accounting to tax reconciliations for asset owner clients which includes Superannuation funds, fund managers, investment manager etc.
  • Review of TOFA classification of each new financial arrangement set-up.
  • Review of Tax classification of each new security set-up.
  • Experience with Attribution managed investment trusts (AMIT).
  • Provide training to the members of broader tax team on various processes undertaken by the team.
  • Resolve queries from external auditors in their review process of the trust distributions, detailed taxable income calculations and tax returns.
  • Dealing with the Australian Taxation Office in relation to assessment and other issues.


  • Currently at Senior Tax Consultant / Manager level with experience in investment funds and superannuation funds.
  • Degree qualified in accounting, commerce or law.
  • Professional membership with CA, TTI or CPA.
  • Experience with tax consolidated groups and strong knowledge of Australian tax law, predominantly across corporate income tax.
  • Strong tax accounting experience.
  • Professional and committed with excellent communications skills.
  • A commercial mind-set with the ability to analyse and glean insights from data.

Suitable candidates registered with aleksandar. have already been contacted directly about this position and are progressing to the next stage of the process. If you would like to be considered for this opportunity please apply as soon as possible.

aleksandar. is Asia Pacific's leading privately held tax executive search and talent management consulting firm. The firm provides mid-to-senior-level tax search and selection, talent management, contract solutions and integration services to many of the world's most respected organisations. Our clients range from large listed corporations to emerging growth companies, startups and privatised government organisations. For more information on our services, please visit: www.aleksandar.com.au