Tax Statement Specialist

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX : HUB)

THE HUB24 STORY

We think creatively and we're not constrained by traditional thinking or barriers to success. We're led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.

Benefits And Life At HUB24

Learn more about our employee benefits HERE.

Job Summary

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, offering flexible work between home and 2 days per week in our Sydney CBD office.

Responsibilities

Liaise with various providers to obtain required end of financial year tax statement information. 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.

Requirements

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.

The Recruitment Process

Acknowledgement email once your application has been submitted. Our Talent team will start reviewing your application. If unsuccessful, you will be notified. If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role. If you're a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.

Should you require any accommodations to the recruitment process, please email , and one of our team will contact you.

Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role, there may be more than two interviews.

Communication of outcomes to successful and unsuccessful candidates and feedback provided.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.

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

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

Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative

HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we're here to support you