Tax Statement Specialist

**A BIT ABOUT US**

Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.

But it's not just about what we do. It's about empowering the wealth industry to change peoples' lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.

This role is a **6-month full-time FTC contract**, offering flexible work between home and 2 days per week in our Sydney CBD office.

**What you'll do**:

- Liaise with various providers to obtain required end of financial year tax statementinformation.
- Analyse tax statements data for accuracy,completeness and convert them into tax statement ratios.
- Communicate with clients to gather necessary information, address inquiries, and provide updates on tax statements processing.
- Provide weekly reports on the progress of the tax statement project.
- Conduct thorough quality checks on tax statements processing to identify and resolve any errors or discrepancies, maintaining the highest standards of accuracy and integrity.
- Maintain organised records and documentation related to tax statement preparation, ensuring compliance with record-keeping requirements and effective internal controls.
- Use JIRA, Confluence, SharePoint, Zendesk and other tools to improve documentation and build knowledge base articles.

**You will have**:

- A formal degree qualification in the discipline of Accounting, Finance or Information Technology.
- Knowledge of Australian taxation and superannuation standards (ideally, you're already working in an accounting practice in the Business Services area)
- Intermediate MS Excel skills
- Ability to thrive in a fast-paced environment.
- Excellent written and oral communication skills
- Strong attention to details and accuracy

**Desired but not a deal breaker**:

- Experience in accounting, fund or portfolio administration, or similar roles
- Knowledge of Australian Superannuation legislation and practice
- Knowledge of investment in ASX, Exchange Traded Funds (ETFs) and managed funds

**THE CLASS STORY**

**Benefits and Life at HUB24** Learn more about our employee benefits HERE.

**Check out why our people love working at HUB24**

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed

**The Recruitment Process**:

- If you're a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.
- Interviews can happen virtually or face to face with the hiring manager, or other members of the broader team. Depending on the role, there may be more than two interviews.**2024 Circle Back Initiative Employer** - we commit to respond to every applicant.

Endorsed by **WORK180,** we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on the **BOSS Best Places to work list.**

Seek Star Awards 2024 - Nominated as a finalist for the **Best Employer Brand Initiative