Tax Statement Specialist

1 week ago

Sydney, New South Wales, Australia HUB24 Group Full time

A BIT ABOUT US

Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients.HUB24 delivers innovative product and technology solutions to empower better financial futures, together.

But it's not just about what we do. It's about empowering the wealth industry to change peoples' lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.

To support our team through the EOFY reporting period, we are searching for two Tax Statement Specialist to assist the Technical Compliance Team in collating and inputting annual distribution tax statement information into the Class application, as well as supporting other investment related projects.

This role is a 6-month full-time FTC contract commencing July 1 and offers flexible work between home and 2 days per week in our Sydney CBD office.

What you'll do:
  • Liaise with various providers to obtain required end of financial year tax statementinformation.
  • Analyse tax statements data for accuracy,completeness and convert them into tax statement ratios.
  • Communicate with clients to gather necessary information, address inquiries, and provide updates on tax statements processing.
  • Provide weekly reports on the progress of the tax statement project.
  • Conduct thorough quality checks on tax statements processing to identify and resolve any errors or discrepancies, maintaining the highest standards of accuracy and integrity.
  • Maintain organised records and documentation related to tax statement preparation, ensuring compliance with record-keeping requirements and effective internal controls.
  • Use JIRA, Confluence, SharePoint, Zendesk and other tools to improve documentation and build knowledge base articles.
You will have:
  • A formal degree qualification in the discipline of Accounting, Finance or Information Technology.
  • Knowledge of Australian taxation and superannuation standards (ideally, you're already working in an accounting practice in the Business Services area)
  • Intermediate MS Excel skills
  • Ability to thrive in a fast-paced environment.
  • Excellent written and oral communication skills
  • Strong attention to details and accuracy
Desired but not a deal breaker
  • Experience in accounting, fund or portfolio administration, or similar roles
  • Knowledge of Australian Superannuation legislation and practice
  • Knowledge of investment in ASX, Exchange Traded Funds (ETFs) and managed funds

THE CLASS STORY

At Class, our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership. We reimagine solutions through the smart application of technology to make processing and data connection painless and by simplifying complex customer problems.

Class Employee Benefits

Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).

Unlimited Access to External and Internal Learning: Learn, grow, and develop with us.

Self-Funded and Bonus: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.

Flexible Working: We offer hybrid working arrangements.

HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partners.

Employee Assistance Program: Well-being Service provided to you plus your family members.

At Class, we pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.

If you don't feel you fit this role 100%, we would still love to hear from you Tell us what you're interested in - you still might have a skill we didn't realize we needed

*As part of our process, a police check will be conducted on all successful candidates*.

Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.

2024 CircleBackInitiative Employer – we commit to respond to every applicant.

Endorsed by WORK180, we are proud to be recognized as an employer of choice for women.

We have been nominated and placed on the BOSS Best Places to work list.


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