Tax Statement Specialist

2 weeks 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

  • Tax Statement Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Buscojobs Full time

    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...

  • Tax Statement Specialist

    2 weeks ago

    Sydney, Australia Class Super 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...

  • Tax Director

    9 hours ago

    Sydney, Australia Smart Tax Search Full time

    Focus on large transactions for top-tier clients. - They have won various awards for "best new tax firm in the APAC region" - Have your ideas heard and contrtibte to the growth & sucess of the firm **Tax Director - Transaction/M&A Tax** I am working with an award-winning boutique independent advisory and funds management firm. They have been recognised as...

  • EOFY Tax Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeTax Full time $80,000 - $120,000

    Job Opportunity: EOFY Tax SpecialistThe successful candidate will be responsible for managing tax administration processes during the End of Financial Year (EOFY) period. This is a temporary contract opportunity commencing July.Tax specialists play a crucial role in obtaining relevant tax statements, reconciling them to holding positions and updating metrics...

  • Tax & Reporting Specialist

    7 days ago

    Sydney, Australia UBS Full time

    Tax & Reporting Specialist **Your role** Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? Wealth Management Operations are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must: -...

  • Tax & Reporting Specialist

    7 days ago

    Sydney, Australia UBS Full time

    **Your role** Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? Wealth Management Operations are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must: - Know what our clients want and...

  • Senior Indirect Tax Specialist

    2 days ago

    Sydney, New South Wales, Australia beBeeIndirectTax Full time $80,000 - $120,000

    Job DescriptionThe role of Indirect Tax Specialist involves assisting with the administration and compliance of indirect taxes for a group of businesses. Key responsibilities include maintaining records, preparing returns, and liaising with external agents to ensure compliance with tax legislation.This includes:Assisting with GST compliance for various...

  • Senior Tax Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Robert Walters Full time

    Join to apply for the Senior Tax Specialist role at Robert Walters2 days ago Be among the first 25 applicants Join to apply for the Senior Tax Specialist role at Robert Walters Get AI-powered advice on this job and more exclusive features.An outstanding opportunity awaits an experienced Senior Tax Specialist to join a rapidly expanding financial services...

  • Tax & Reporting Specialist

    1 week ago

    Sydney, Australia UBS Full time

    Australia - Operations - Group Functions **Job Reference #** - 291291BR **City** - Sydney **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - Wealth Management Operations are the experts in how the firm operates. Our vision is to...

  • Tax and Financial Reporting Specialist

    2 weeks ago

    Sydney Central Business District, Australia HAYS Full time

    An opportunity for an Accounting professional who has a financial reporting background in Financial Services. **Your new company** Our client is one of the largest custodian banks and asset managers in the world. They help their clients safeguard and steward the investments of millions of people. **Your new role** As a Tax and Financial Reporting...