Manager - Investment Tax Governance

Be inspired everyday – let your work make a difference #Superwithimpact
More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.

HESTA is also an inspiring and rewarding place to work. That's because what we do makes a difference to the lives of our members. The people who work at HESTA are not only exceptional at what they do, they're focused on living and creating a strong organisational culture. We're an industry super fund dedicated to the people who keep our communities going. People who provide some of the best health, education and community services in the world are HESTA members – and we are proud to serve them.

The opportunity – 'Do what you love, and you'll never work a day in your life' #careerswithimpact
Lead Tax Excellence in one of Australia's Premier Super Funds
HESTA is seeking a highly experienced and strategic tax professional to join our collaborative team as the Manager Investment Tax Governance. In this pivotal role, you will ensure the highest standards of tax governance and risk management are achieved and maintained across HESTA's investment activities.

As a key leader, you will oversee all aspects of HESTA's tax matters, with a primary focus on investment governance and custodian investment reporting. You'll drive operational efficiency and lead a small team of tax professionals. Your expertise will add value through deep industry and taxation knowledge, supporting HESTA's commercial objectives.

Your Day Will See You

• Develop and implement a robust Tax Management Framework aligned with ATO Justified Trust and HESTA's risk management strategies.
• Oversee and enhance controls on investment data received from the custodian, ensuring accuracy and regulatory compliance.
• Collaborate with the Investment Operations team to support onboarding of new investments and ensure correct classification of investment managers.
• Lead the implementation of investment transactions, ensuring accounting records align with tax technical treatment.
• Support the GM Tax in managing third-party data governance and the relationship with the custodian.
• Manage foreign withholding tax reclaim processes and liaise with international tax agents.
• Maintain and update all taxation-related policies and procedures.
• Respond to audit and information requests from local and overseas tax authorities.
• Lead, coach, and develop your team, setting clear objectives and driving high performance.

About You

• Chartered Accountant or CPA with appropriate tertiary qualifications in accounting, tax, or finance.
• Minimum 15 years' experience in the Financial Services industry, particularly within superannuation funds or custodians.
• Extensive technical knowledge of the Australian tax system, investment tax, and global tax environments.
• Proven leadership experience, with the ability to build capability and manage team performance.
• Strong understanding of custody processes, investment data reporting, and superannuation industry operations.
• Advanced skills in Microsoft Excel and financial reporting.

Why Join HESTA?
At HESTA, you'll find more than just a job—you'll discover a place where your expertise is valued and your ideas matter. We're proud of our collaborative culture, our focus on professional growth, and our commitment to making a positive impact on the lives of Australians.

If you're looking for a role where you can truly make a difference, we'd love to hear from you.

Apply now and help shape the future of tax governance at HESTA

Benefits that matter and make a difference for our employees

• Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few).
• Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
• Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
• Your financial wellbeing matters, 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.

We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team and we'll call you to discuss.

We'll close applications when we find the right person, so get in quick before you miss this opportunity.

Please note: Applications via recruitment agencies will not be accepted for this position