Our client is a leading Investment Bank, seeking a skilled Funds Tax Specialist on a 4 month daily rate contract.
The Funds Tax Specialist plays a key role in ensuring the accurate and timely delivery of distribution-related deliverables in line with agreed client service level agreements (SLAs). The position also requires the efficient and professional management of both internal and external queries, ensuring issues are resolved thoroughly and within appropriate timeframes.
Key Responsibilites
- Review tax-related deliverables for Investment Manager clients, including distributions, BAS, and tax returns.
- Ensure all deliverables are accurately prepared, kept up to date, and completed in line with agreed timelines and client SLAs.
- Support the Senior Tax Manager with financial reporting and tax-related matters.
- Liaise with clients to assist with reporting requirements and respond to queries in a timely and professional manner.
- Contribute to Financial Year-end processes, including preparation and support of additional reporting outputs such as Trial Balances, Financial Statements, Indirect Cost Ratio calculations.
Experience Required
- CA, CPA, or CTA qualification.
- Demonstrated experience in fund accounting and tax (essential requirement).
- Excellent planning and time management skills, with a proactive approach to prioritising a dynamic workload and meeting critical deadlines, particularly during Financial Year-end.
- Strong analytical capability combined with well-developed interpersonal, verbal, and written communication skills, and high emotional intelligence to effectively collaborate with a broad range of stakeholders.
If you are interested, please apply now. For a confidential discussion, please reach out to
Funds Tax Specialist in Sydney employer: Talent
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