Taxation Manager - Superannuation - Fast Hire

Our client is a respected industry superannuation fund that generates exceptional retirement outcomes for its members. It is a purpose-led organisation that focuses on its people's development and wellness and makes a valuable impact in the community.

This newly created Tax Manager position reports to the CFO and will be accountable for further developing the fund's tax governance framework and policies to ensure its tax obligations are in line with the ATO’s expectations.

As a key member of the Finance Team, you will be responsible for the operational day-to-day management of all taxation matters, including providing advice on various tax matters for the Fund and member tax.

You must bring a strong commercial focus and build strong working relations with the fund's internal and external stakeholders, including tax advisors and outsourced service providers (investment partner, custodian, administration platform). The role will work closely with the Investment Operations team to ensure tax obligations are met, and tax risk is managed across direct tax, indirect tax, investment tax, tax in unit pricing, and tax at the member level.

Key accountabilities for the role include:
Manage all the fund's tax obligations, including.

• Review and assist with preparing the tax provision numbers for the financial statements.
• Review and assist with preparing the income tax return calculations and finalising the income tax return.
• Review the PAYG income instalment amounts and GST amounts in the monthly BAS.
• Annual review of GST Apportionment methodology.
• Review of the FBT return calculations and finalisation of the FBT return.
• Monitoring the Income Tax, Integrated Client and FBT Accounts with the ATO.
• Provision of advice on tax issues affecting the Fund.
• Review of the tax implications of entering or disposing of investments.
• Liaise with the Custodian concerning the investment tax reports and withholding tax reclaims and review the tax accruals within unit prices for member returns.
• Report to the Board and the Finance & External Audit Committee on tax matters.
• Annual review of tax policies of key third-party data providers to ensure compliance with tax law.

  
The ideal candidate will need to possess:

• An undergraduate degree and either CPA or CA qualification with a postgraduate qualification in tax.
• Demonstrated leadership experience in tax-related matters and knowledge and familiarity with tax governance and related tax policies, ideally working in a superannuation fund.
• Ability to understand business priorities and translate them into effective tax outcomes.
• Excellent relationship skills and ability to maintain strong long-term relationships – supported by communicating effectively and navigating through ambiguity.
• Excellent communication, negotiation and facilitation skills.
• Commercially oriented with the ability to achieve optimal outcomes for fund members from tax-related activity.
• Experience in supporting change management activities in a complex, multi-stakeholder environment.
• Strong expertise in engaging with the ATO and other regulatory bodies.

If you are a committed and experienced Tax specialist looking to develop the tax framework of a highly regarded Superannuation fund, please contact Matt McGilton at Kaizen Recruitment on 0439 028 222 or apply via the attached link.