Manager - Investment Tax

***Generous relocation package on offer for 'interstate relocation'***

Our Client

Funds SA's primary aim is to build prosperity for South Australians through global market access. It is a corporation owned by the Government of South Australia, established under specific legislation, and governed by a Board of Directors.

Funds SA is Adelaide-based and globally connected. The organisation's investment expertise, international partnerships and 'manager of managers' approach drive its pursuit of future financial prosperity through global market reach.

The function of Funds SA is to invest and manage public sector superannuation funds and the nominated funds of approved authorities pursuant to strategies formulated by the Corporation. The objective is to achieve the highest return on investment possible while having proper regard for:

• The need to maintain the risks relating to investment at an acceptable level
• The need for liquidity in the funds
• Other matters as prescribed by regulation.

The Opportunity

Arguably the most attractive in-house opportunity in the South Australian taxation market, this is an opportunity to be responsible for leading the tax function of an organisation with $46bn FUM across 18 asset classes, covering both investment tax and corporate tax matters. Notably, the (tax) compliance obligations of the organisation are managed by the finance team, enabling this role to be focused on high value, strategic, expert tax advisory.

This opportunity would suit an exceptional taxation practitioner with extensive experience in advising (either as external clients, and/or in a similar in-house environment) sophisticated funds management organisations, particularly in the context of outbound international investments.

Accountabilities

• Implementing and overseeing the tax governance framework, including tax risk
• assessment and mitigation strategies and reporting to stakeholders, including the Board
• Managing the relationship with external tax advisors.
• Working collaboratively with the Investment, Governance & Strategy, Legal and Finance & Operations teams
• Leading and co-ordinating the function of procuring and managing tax advice for all investment, operational and corporate matters.
• Responsible for overseeing and effectively implementing the tax structuring and management of external tax advice relating to investment funds and/or investment transactions (in local and overseas jurisdictions).
• Instigating and managing the tax due diligence of new investment transactions and ongoing monitoring of existing investments.
• Work closely with clients to ensure that their specific tax profiles are fully understood
• Communicate structures and tax outcomes to relevant committees and internal stakeholders including the delivery of reports, papers and presentations.

Qualifications & Experience

• Bachelor of Commerce (Accounting) or related degree.
• Chartered Accountant (CA), CPA or qualified Solicitor
• Likely extensive experience within a Big 4 advisory firm, large law firm with an established tax practice or in-house within the Funds Management or Superannuation industry.

Maven Partners

Maven Partners is a specialist financial advisory, accounting and taxation recruitment services business. The partners have a wealth of experience in executive search and interim management, servicing clients in Asia Pacific markets from our offices in Melbourne, Sydney, and Brisbane.

Maven Partners is once again the (tax) search firm of choice for Australia's leading funds management organisations. Maven Partners has been exclusively retained on this search; direct or third party applications will be forwarded to Maven Partners for their consideration.

At Maven Partners, we are holders and seekers of knowledge. In our case this refers to knowledge gained through experience, dedication, and perseverance. Knowledge is Maven's central value.

To apply or arrange a confidential discussion, please contact Christian Outhred