Platforms Tax and Accounting Manager

If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. 

For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

Help people create their tomorrow, while you create yours

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years. 

If we do our job well, we genuinely add to the prosperity of our country and its people. 

How you'll make an impact

This role is responsible for managing the financial and tax activities related to AMP's platform clients. This includes the preparation and delivery of annual tax statements, AIIR (Annual Investment Income Report) submissions to the ATO, tax reconciliations, and ensuring compliance with tax reporting obligations. You will work closely with the Investment Operations team and collaborate with internal teams (particularly Product and Technology), custodians, and external tax agents to ensure accurate and timely tax reporting.

Main focus areas include and are not limited to:

• Participate in the preparation and delivery of annual tax statements (across a range of products) for platform clients and advisers.
• Manage AIIR submissions to the ATO and assist in facilitating the production of the relevant tax reports for the preparation of entity level income tax returns, ensuring compliance with regulatory requirements and deadlines.
• Oversee tax reconciliations across investment options, including managed funds, SMAs, and listed securities.
• Ensure the completeness and accuracy of tax data including CGT, income, franking credits, and foreign income components in accordance with the platforms business rules 
• Collaborate with custodians, fund managers, and registry providers to obtain and validate tax data.
• Support the onboarding of new investment options from a finance and tax reporting perspective.
• Liaise with Group Tax to maintain up-to-date knowledge of tax legislation as it impacts on platform reporting.
• Review corporate actions tax impacts, interpret complex tax rules (with support from Group Finance).
• Maintain and update business rules and standard operating procedures.
• Support internal and external audits related to tax reporting and reconciliations.
• Drive continuous improvement in finance and tax reporting processes, controls, and automation initiatives.
• Ensure robust processes and controls are maintained and tested as operating effectively

What you will bring to the team

Ideally, you will bring the following experiences to this role: 

• Extensive experience, 8+ years, working in financial services with management experience and tax reporting background
• Appropriate tertiary qualifications or preparedness to undergo studies to become CA/CPA qualified or equivalent Tax/Accounting designation desirable
• Competent understanding of investment tax concepts including CGT, AMIT, franking credits, and trust distributions.
• Competent understanding and experience of wealth management and end to end business operations
• Ability to deliver results through others via effective leadership and coaching
• Experience with AIIR reporting and ATO tax data standards.
• Proficiency in tax data analysis, reconciliations, and reporting tools
• Understanding of competitors propositions and Superannuation/Investment industry trends, as they relate to the wealth management, in particular platforms environment.
• Understanding of the regulatory and compliance regime for financial services

You'll thrive here if…

If you can adapt from BAU to the ambiguous with ease, you'll do well here. Change is never easy, so bring your commitment, grit and growth mindset.

Because we run lean, you'll be expected to jump in and deliver across a variety of areas. Meaning, you'll be closer to the action and executive decisions that influence where we go next.

If you're someone that can hold their own, you'll find AMP quite liberating. 

Why we think you'll love working at AMP

Doing what we've always done is not an option, so your clever ideas will get airtime here. You'll be encouraged to speak up and try new things. If they don't work, we move on – better for it.

We know there's no one way of doing things. So, you won't have to sacrifice who you are or how you work to fit in here. We're inclusive and flexible in many of the ways you'd expect. And in some of the ways you wouldn't. As long as your health and wellbeing come first - at home and at work. 

In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you'll find moments to connect, feel valued and do meaningful work. 

Whether it's through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have. 

We believe in the power of inclusion and diversity

We're dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers. 

We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process. 

We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website.

Ready to create your tomorrow?

If you're someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.

Don't procrastinate We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.

Looking forward to meeting you.