Finance Expert

4 hours ago

Sydney, New South Wales, Australia beBeeAccountant Full time $110,000
Head of Finance

This high-performing finance team is seeking an expert in fund accounting and taxation to help streamline and enhance financial processes across multiple entities.

As a key member, you will collaborate with internal teams and external service providers to support fund distributions, tax lodgements, audits, and corporate month-end reporting.

Key Responsibilities:
  • Support the end-to-end monthly and annual fund distribution process, including coordination with internal teams and external service providers.
  • Ensure timely and accurate quarterly Business Activity Statement (BAS) review for all funds.
  • Manage the preparation and lodgement process for fund income tax returns, adhering to relevant tax obligations and deadlines.
  • Contribute to the day-to-day operational aspects of the fund audit process.
  • Assist with fund accounting activities and support new fund establishment processes as required.
  • Apply expertise in fund/trust taxation and international tax regulations to support compliance and reporting.
  • Participate in corporate month-end close processes and financial reporting across multiple entities.
Requirements:
  • 4–5 years of experience in accounting and/or tax within funds management or fund administration.
  • Desirable exposure to managed investment schemes, unit trusts, or ETF structures.
  • Prior involvement in fund distribution processes, including investor tax reporting and tax reclaims highly desirable.
  • Experience with the fund audit process and month-end reporting beneficial.
Desired Skills:
  • Understanding of Australian fund taxation concepts.
  • Working knowledge of income tax return preparation for trusts and managed funds.
  • Proficiency in Microsoft Excel, Word, and other common business tools.
  • Experience with accounting systems, preferably Xero.
Qualifications:
  • Bachelor's degree in Accounting or related field.
  • CA or CPA qualification (or working towards completion).
  • Additional postgraduate qualifications in Taxation desirable but not required.

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