Our client is a Tier 1 client in the Financial Services sector. They are seeking a detail-oriented and proactive Client Tax Operations Associate with a strong background in Tax Operations Functional Architecture (TOFA) and superannuation tax to join their growing team. This role plays a critical part in ensuring accurate tax reporting, compliance, and support for their clients, particularly those in the wealth and superannuation sectors.

Responsibilities:

Process and review client tax data in accordance with Australian tax legislation, with a particular focus on TOFA and superannuation tax frameworks.

Assist in the preparation, reconciliation, and lodgement of tax statements and reports (e.g., Annual Investment Income Reports, PAYG summaries, TFN reporting, etc.).

Support the tax treatment and attribution of investment income, expenses, and gains/losses for clients, including trust and super fund structures.

Liaise with internal stakeholders (Client Services, Fund Accounting, Compliance, Technology) to ensure tax data accuracy and resolution of exceptions.

Contribute to the ongoing enhancement of tax processes, controls, and systems, particularly around TOFA-related calculations and disclosures.

Stay abreast of changes in tax regulations impacting investment and superannuation entities.

Assist in the implementation and testing of tax technology systems and upgrades related to TOFA and super tax processing.

Support client queries regarding tax reporting and documentation, providing clear and timely communication.

Requirements:

5-7+ years of experience in a tax operations or similar roles, preferably in a financial services, custody, or investment management environment.

Strong understanding of TOFA regulations, including accrual/realisation methods, elective rules, and financial arrangement treatment.

Working knowledge of superannuation tax rules, including concessional/non-concessional contributions, tax on earnings, and member reporting.

Familiarity with Australian tax legislation, ATO guidelines, and relevant regulatory obligations.

High level of accuracy and attention to detail in handling large volumes of data.

Strong analytical and problem-solving skills.

Excellent communication skills and ability to interact with clients and internal teams.

Proficiency in Microsoft Excel and experience with tax reporting or fund accounting systems is advantageous.

Experience with tax reporting platforms or systems (e.g., HiPortfolio, APIR, Class Super, etc.).

Exposure to tax return preparation or audit processes for investment or superannuation entities.

If you think you have the above skills and experiences, click the 'Apply' button or send your resume to [email protected]