Senior Analyst

1 month ago

Melbourne, Australia Netwealth Full time

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The opportunity

The Tax team is a part of the Investment Operations Department. The team’s primary responsibility is to ensure the integrity and completeness of information on each accounts’ investments and to facilitate the production of accurate tax statements for individual IDPS clients and across the Super Fund.

This includes processing of adjustments to cost bases, applying tax components to dividends /distributions, and processing of fund manager fee rebates. The team is also responsible the production of annual tax statements.

The Senior Analyst is responsible for a range of tasks completed by the Tax Team, below gives you an idea what to expect your day to day to look like, but not limited to.

Processing of team cases, including cost base adjustment and withholding cases

EOFY tax reporting & processing for over 3000 investments to ensure accurate and timely production of IDPS tax statements and NWSF member balances

Contribution to year end taxation project, including processing of complex transactions in client accounts and preparation of Client tax statements

Assistance with Rebate Process - including maintaining agreements from Fund Managers, calculating, reconciling and requesting payment, and allocation of rebates in accounts

Preparation and providing of ad hock reports as requested by external stakeholders

Other ad hoc key tasks / projects as directed by Manager

About you

Working knowledge of ASX securities (including warrants, LICs, ETFs), International assets, bonds, managed funds and other unlisted investments

Understanding of taxation implications for different income and capital transactions and impact across different entity types

Proactively generate creative solutions to problems and ways to improve our services

Attention to detail including clarifying the detail of tasks, checking inputs outputs for accuracy and completeness, following established procedures

Experience with Excel and MS Office products

3 years’ experience in a financial operations-based role

IDPS / Super platform or finance industry experience highly regarded

Tax background or skillset highly regarded

Life At Netwealth

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in.  When you're at your best, we're at our best

We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth.  We provide access to further education and diverse training opportunities, and we actively support internal mobility.  32% of our jobs filled in 2023 were from internal candidates.

We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office.  We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.

We have a number of benefits that have been designed with a focus on health and well-being, support and growth.  Some of these include:

  • Family-friendly workplace, with parental leave and a kid's holiday programme

  • Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services

  • We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights

  • Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group

  • Support for community involvement through volunteering and our Netwealth Impact Group

Apply now

Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce.  We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives.  We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway  If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au

#LI-Hybrid

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