Trust Accountant

24 hours ago

Sydney, New South Wales, Australia Perpetual Limited Full time $60,000 - $120,000 per year
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Flexible Work Environment: We offer hybrid working arrangements to ensure work-life balance
  • Be part of a brand that's been named Trustee of the Year 9 years running

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

This is an exciting opportunity to join the Investment Operations Team in Managed Funds Services at Perpetual Corporate Trust, a specialist business within the Perpetual Group.

About the role

You will assist the Perpetual Corporate Trust Accounting team in providing accurate and timely accounting services to managers of securitisation trusts, and managed investment trusts (MITs). Some key responsibilities include.

  • Preparing periodic management accounts for a portfolio of clients.
  • Preparing audited annual financial statements (Special Purpose and General Purpose Tier-2).
  • Coordinating audit of the financial statements and ensure timely completion of audit.
  • Coordinating preparation and lodgement of income tax return and annual tax reports including AIIR and PAYGW with tax agent.
  • Preparing budgets and liquidity forecasts.
  • Preparing payment directions.
  • Preparing Business Activity Statements (BAS) and Instalment Activity Statements (IAS).
  • Preparing distribution and withholding tax calculations for MITs and some securitisation trusts.
  • Liaising with key internal stakeholders including Trustee, Trust Manager and Investment Manager for the delivery of services under the relevant accounting engagements.

About you

  • Holds a degree in accounting, economics, or finance with a major in accounting
  • Fully qualified or currently pursuing CA or CPA accreditation
  • Registration as a BAS or Tax Agent is considered an advantage
  • Has 2+ years of experience in a chartered accounting firm
  • Possesses an understanding of tax legislation for trusts in Australia (desirable)
  • Working knowledge of managed funds and securitisation is advantageous
  • Auditing experience is also considered an advantage.

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Study support and commitment to supporting professional development

Diversity and inclusion

  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employee-led networks who work to raise awareness and drive continued change
  • We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

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