Investment Tax Analyst

3 days ago

Melbourne, Australia UniSuper Full time

**Newly created opportunity due to fund growth**:

- **Working closely with the Investment Tax Managers and our in-house Investments team**:

- **Personal development budget of $1500 & mental, physical and financial well-being initiatives
At UniSuper we hold the life savings of our members in our hands. This means we are after people passionate about performance excellence and delivery looking to make a meaningful difference for today and tomorrow.

Our Tax team forms part of our broader Corporate Services business to ensure we meet our ongoing tax compliance obligations and properly manage tax reporting in relation to UniSuper and related entities.

**The role
Reporting to our Head of Tax this role supports the development and monitoring of an investment tax framework which will assist the Fund with managing investment tax both domestically and foreign jurisdictions. Your role will be to ensure we maintain good governance in relation to investment tax matters.

Working closely with the Investment Tax Managers and our in-house Investments team you will also be responsible for
- Assisting with investment tax matters for new or existing investments including assistance with investment tax due diligence, tax advice and tax structuring in relation to domestic and foreign investments across all investment asset classes.
- Working closely with stakeholders from other UniSuper Business Units including the Investments Business Unit, Investments Legal Team and Corporate
- Services.
- Working closely with external stakeholders including UniSuper’s Custodian to review investment tax portfolio settings and ensure accurate tax reporting, as well as UniSuper’s external tax advisors for the successful delivery of tax advice and obligations.
- Assist with investment tax matters generally including operational activities as required. Assisting with foreign tax obligations and filings as required.
-

**About you
We are seeking an individual looking for a career opportunity to work in a successful inhouse Tax team. Keen to develop your careers within Corporate Tax, you will also bring
- Bachelor degree or above and either Chartered Accountant (CA) / Chartered Public Accountant (CPA) qualified preferred.
- Experience in a superannuation fund, funds management or financial services organisation with general tax and/or fund accounting experience
- General investments tax knowledge
- Strong attention to detail and committed to delivering a high quality of work Effective communication and interpersonal skills
-

**About US
We believe that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office.

UniSuper’s high performance culture is supported by a range of benefits that demonstrates our commitment to ensuring our employees achieve their full potential, thrive, and grow their career with us. These include
- A personal development budget of $1500 to support employees in their professional growth.
- Mental physical and financial well-being initiatives
- The opportunity to choose between 17% and 11% superannuation
- Exceptional parental leave 3 days over Christmas and 3 days 'Community and Culture' leave allowing you to celebrate and contribute to things that are important to you outside of work
-

**Think Great. Create Great.

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