Investment Tax Analyst

Found in: beBee S AU - 2 weeks ago

Melbourne, Australia UniSuper Full time
Job Description

Newly created opportunity due to fund growth Working closely with the Investment Tax Managers and our in-house Investments team Personal development budget of $1500 & mental, physical and financial well-being initiatives
At UniSuper we hold the life savings of our members in our hands. This means we are after people passionate about performance excellence and delivery looking to make a meaningful difference for today and tomorrow.

Our Tax team forms part of our broader Corporate Services business to ensure we meet our ongoing tax compliance obligations and properly manage tax reporting in relation to UniSuper and related entities.

The role

Reporting to our Head of Tax this role supports the development and monitoring of an investment tax framework which will assist the Fund with managing investment tax both domestically and foreign jurisdictions. Your role will be to ensure we maintain good governance in relation to investment tax matters.

Working closely with the Investment Tax Managers and our in-house Investments team you will also be responsible for

Assisting with investment tax matters for new or existing investments including assistance with investment tax due diligence, tax advice and tax structuring in relation to domestic and foreign investments across all investment asset classes. Working closely with stakeholders from other UniSuper Business Units including the Investments Business Unit, Investments Legal Team and Corporate Services. Working closely with external stakeholders including UniSuper's Custodian to review investment tax portfolio settings and ensure accurate tax reporting, as well as UniSuper's external tax advisors for the successful delivery of tax advice and obligations. Assist with investment tax matters generally including operational activities as required. Assisting with foreign tax obligations and filings as required.
About you

We are seeking an individual looking for a career opportunity to work in a successful inhouse Tax team. Keen to develop your careers within Corporate Tax, you will also bring

Bachelor degree or above and either Chartered Accountant (CA) / Chartered Public Accountant (CPA) qualified preferred. Experience in a superannuation fund, funds management or financial services organisation with general tax and/or fund accounting experience General investments tax knowledge Strong attention to detail and committed to delivering a high quality of work Effective communication and interpersonal skills
About US

We believe that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office.

UniSuper's high performance culture is supported by a range of benefits that demonstrates our commitment to ensuring our employees achieve their full potential, thrive, and grow their career with us. These include

A personal development budget of $1500 to support employees in their professional growth. Mental physical and financial well-being initiatives The opportunity to choose between 17% and 11% superannuation Exceptional parental leave 3 days over Christmas and 3 days 'Community and Culture' leave allowing you to celebrate and contribute to things that are important to you outside of work
At UniSuper, we value and celebrate diversity and inclusion in our workplace, where everybody can thrive. We believe that having a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don't meet all the requirements listed.

Think Great. Create Great.

  • Investment Tax Analyst

    Found in: Talent AU C2 - 2 weeks ago

    Melbourne, Australia UniSuper Full time

    Newly created opportunity due to fund growth Working closely with the Investment Tax Managers and our in-house Investments team Personal development budget of $1500 & mental, physical and financial well-being initiatives  At UniSuper we hold the life savings of our members in our hands. This means we are after people passionate about performance...

  • Associate Investment Analyst

    6 days ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Associate Investment Analyst

    1 day ago

    Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Associate Investment Analyst

    4 days ago

    Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...

  • Associate Investment Analyst

    1 day ago

    Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...

  • Investment Operations Analyst

    Found in: Talent AU C2 - 2 weeks ago

    Melbourne, Australia Anton Murray Consulting Full time

    MelbourneAsset ManagementContract or TemporaryThis is an exceptional Investment Operations Analyst position, working for a highly-regarded super fund based in Melbourne on an initial 9-month contract, with a strong potential to be promoted to a permanent position pending performance.This is an Investment Operations Analyst although works across a broad...

  • Investment Analyst, Debt Investments

    6 days ago

    Melbourne, Australia IFM Investors Full time

    Investment Analyst, Debt Investments **The Opportunity** At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that's inclusive, accountable, and collaborative. Where...

  • Investment Analyst

    2 weeks ago

    Melbourne, Australia Collins Executive Recruitment Full time

    Use your financial and commercial skills to support ambitious entrepreneurs! - Join a growing not for profit organisation that is a force for good! - Competitive salary + FBT benefits. I'm partnering with a not-for-profit organisation that helps Indigenous-led enterprises by giving them advice, support and financial capital. Their purpose is to help grow...

  • Investment Analyst

    1 day ago

    Melbourne, Australia QIC Limited Full time

    **About the role**: We are currently seeking an Investment Analyst to join our Real Estate Asset Creation and Investment Management team on an open term basis based in Melbourne. This is an exciting opportunity which report into the Investment Manager working on key assets Pacific Epping and Merrifield City. The successful applicant will have experience...

  • Investment Analyst

    46 minutes ago

    Melbourne, Australia Talent International Full time

    **Job Details**: **Location** Melbourne **Salary** Negotiable **Job Type** Full Time **Ref** BBBH96316_1673486103 **Contact** Anita Fonseka **Posted** about 6 hours ago **The role** The investment analyst will be responsible for developing business cases and financial models for investments in transformation and business improvement initiatives...

  • Investment Analyst

    6 days ago

    Melbourne, Australia UniSuper Full time

    **About US** UniSuper is Australia's best kept Superannuation secret. The $110B fund recently opened to the public and we need your help to evolve our investment capability. This is the fund for Australia's best thinkers, creators and investigators who want to do the right thing to shape a better tomorrow. We come to work every day to ensure our members...

  • Investment Analyst

    50 minutes ago

    Melbourne, Australia Kaizen Recruitment Full time

    Respected industry superannuation fund - Flexible work environment | Melbourne CBD - Professional development opportunities Our client is a leading superannuation fund that has an opportunity for a highly driven investment analyst to join their portfolio management team. This is an important role in a small, focused team where you will gain exposure to...

  • Investment Analyst

    4 days ago

    Melbourne, Australia Hassett People Solutions Full time

    Salary Circa $115 - $125k plus super - Leading Healthcare Investment Firm - Premium CBD Office Location. **About Our Client**: Our client is an investment firm focused on the long-term growth and success of healthcare companies. Their approach involves providing capital, business expertise, and strategic partnerships to selected companies with significant...

  • Investment Analyst

    6 days ago

    Melbourne, Australia Hostplus Full time

    Apply - ** Job no**: 8B7E3 - ** Category**: Investments, Investments **Acknowledgement of Country**: Hostplus acknowledges the Traditional Owners of the land, sea and waters, of the area that we live and work on across Australia. We acknowledge their continuing connection to their culture and pay our respects to their Elders past, present and...

  • Investment Data Analyst

    6 days ago

    Melbourne, Australia Nixil Full time

    **Work options**: Hybrid 3 or 4 days in the office - Hybrid role Our client is seeking a skilled Investment Data Analyst to join their dynamic team. Be a vital part of advancing IDM capabilities, ensuring high-quality, trustworthy investment data. **Key Responsibilities**: - Process daily investment data from custodians and vendors - Manage data...

  • Tax Consultant

    2 days ago

    Melbourne, Australia Jones Talent ID Full time

    Large firm in the South East - Tax Consulting NOT Business services - Formal career progression program This multidisciplinary firm (7 Business Units) is exceptional in quality and rivals the large city firms in delivering the highest levels of service to its sophisticated clients. If your career is lacking momentum due to training, exposure to challenging...

  • Senior Analyst – Investment

    Found in: beBee jobs AU - 1 week ago

    Melbourne, Victoria, Australia Robert Walters Full time

    This newly established team will be responsible for the agencies investment data function sitting across 4 key functions of Data Operations and Change, Data Governance and Solutions, Data Experience and Relationship Managment. The Senior Analyst – Data Quality Solutions will be part of the Data Governance function. This exciting and transformative role...

  • Property Investments Analyst

    Found in: Talent AU C2 - 7 days ago

    Melbourne, Australia Knight Frank Full time

    About us:At Knight Frank we’re passionate about property, but it takes more than passion to make us the world’s most successful privately-owned property agency and consultancy. With a 125-year heritage, we are part of a global property powerhouse dedicated to providing our clients the best advice across commercial and residential property transactional...

  • Investment Data Governance Analyst

    2 days ago

    Melbourne, Australia Profusion Group Full time

    **Investment Data Governance Analyst - $130,000 - $135,000 Package** **Client Overview** Globally recognised investment management company with a key focus on its clients and on the success of its employees, changing investing for millions of people across the world. *** **Role Overview** *** Working in a team based environment, the incumbent will...

  • Graduate - Investment Operations Analyst

    Found in: Talent AU C2 - 2 weeks ago

    Melbourne, Australia Michael Page Full time

    About Our Client Michael Page is partnering with a leader in the FinTech space who are shaking up the investment industry. My client is a diverse investment fund delivering outstanding results. Our client is located in Melbourne's CBD. The role offers a hybrid working environment, sits within a supportive team environment and encourages learning &...