Tax Statement Specialist

3 days ago

Sydney, Australia HUB24 Group Full time

**_
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

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