At a Glance
- Tasks: Manage tax models, prepare returns, and ensure compliance for superannuation funds.
- Company: Premier global financial services organisation with a supportive culture.
- Benefits: Competitive salary, inclusive environment, and opportunities for professional growth.
- Other info: Diverse workplace welcoming applicants from all backgrounds.
- Why this job: Join a high-performing team and make a real impact in the finance sector.
- Qualifications: CA/CPA qualified or near completion, with strong knowledge of Australian tax law.
The predicted salary is between 63000 - 77000 $ per year.
About the Role: Join a premier global financial services organisation providing critical administration, taxation, and technology infrastructure to Australia's leading superannuation funds. Combining global backing with local market dominance, they offer an agile, supportive, and high-performing environment.
Key Responsibilities:
- Maintain and refine internal tax models, standardise workflows, build process maps, and maintain system business rules to drive automation and compliance;
- Calculate quarterly and annual tax provisions, prepare tax notes for financial statements, handle option-level tax adjustments, and monitor Effective Tax Rates (ETRs);
- Prepare annual tax returns, activity statements, and tax payments for superannuation funds in strict adherence to statutory deadlines;
- Monitor and test regulatory/tax law changes impacting fund administration, drafting policies, and advising internal finance, operations, and external stakeholders;
- Assist with new client onboarding, tender processes, ATO reviews/audits, and liaise with external tax advisors and custody teams.
What We're Looking For:
- To be successful in this role, you bring strong technical grounding in superannuation tax operations alongside a solution-focused mindset:
- CA/CPA qualified (or near completion); Tax Agent registration is highly regarded;
- Solid understanding of Australian tax law, superannuation legislation, and regulatory compliance frameworks. Experience within fund administration, custody, or public practice (superannuation focus) is ideal;
- Strong capability in financial statement tax notes, option-level provision true-ups, and advanced Excel modeling;
- Self-motivated, highly detailed, adaptable under competing deadlines, with strong interpersonal skills to collaborate across cross-functional finance and operations teams.
At u&u Recruitment Partners, we value diversity, equity and inclusion. We welcome applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability.
Should you require reasonable adjustments or have a preferred method of communication throughout the recruitment process, we encourage you to make a request via ***********@uandu.com or phone the above-mentioned u&u consultant to discuss. In response to these requests, we will collaborate closely with you to implement the appropriate adjustments.
Additionally, for a barrier-free and inclusive online experience, you can access u&u's opportunities using accessibility software Recite Me at https://www.uandu.com/jobs. Please submit your resume in Word format only.
Senior Tax Accountant | Funds Tax in Melbourne employer: U&U Recruitment Partners
u&u Recruitment Partners is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. Located in the vibrant city of Melbourne, employees benefit from a supportive environment that encourages skill development and provides opportunities to work on impactful commercial construction projects across various sectors, including education and healthcare.
