Taxation Specialist

4 weeks ago

Melbourne, Victoria, Australia Netwealth Full time
About Netwealth

We are a fast-growing fintech company, delivering market-leading products with an award-winning and innovative wealth management platform. Our mission is to enable people to see wealth differently and discover a brighter future, not just for our clients, but also for our people.

Job Summary

The Tax team is a part of the Investment Operations Department, responsible for ensuring the integrity and completeness of information on each account's investments and facilitating the production of accurate tax statements for individual IDPS clients and across the Super Fund.

Key Responsibilities
  • Investigate and respond to taxation and technical queries from internal and external stakeholders
  • Provide significant contribution to the year-end tax project
  • Stay abreast of any taxation changes and assist with enhancements as required
  • Review and process taxable components for income received on platform
  • Process complex transactions in Client accounts
  • Prepare special purpose reports for internal and external stakeholders
  • Process cost base adjustment and non-resident, No-TFN withholding cases
  • Lead ad hoc tasks or projects as specified by Manager or Team Lead
Requirements
  • Strong working knowledge of ASX securities (including warrants, LICs, ETFs), International assets, bonds, managed funds, and other unlisted investments
  • Understanding of taxation implications for different income and capital transactions and impact across different entity types
  • Self-motivated with a keen desire to work with the team to achieve common goals
  • Analytical and problem-solving skills
  • Proactively generate creative solutions to problems and ways to improve our services
  • Attention to detail, including clarifying the detail of tasks, checking inputs outputs for accuracy and completeness, following established procedures
  • Strong oral and written communication skills - Adjusting language and terminology to the characteristics and needs of the audience
  • Experience with Excel and MS Office products
  • IDPS / Super platform or finance industry experience highly regarded
  • 5 years' experience in a taxation-focused role
  • CA or CPA qualified highly regarded
Life at Netwealth

We prioritize the growth of our employees and provide access to further education and diverse training opportunities. We actively support internal mobility and have a flexible and adaptable hybrid working policy. Our benefits include a family-friendly workplace, wellness and lifestyle perks, and support for community involvement.

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