Fund Services Tax, VP III

4 weeks ago

Melbourne, Australia 1588 State Street Services Australia Pty Limited Full time

Job Description

Who We Are Looking For:

The Regulatory & Tax Services Vice President role within Global Delivery is primarily responsible for overseeing the planning, scheduling and execution of Tax, Regulatory and Financial Reporting reporting deliverables across the department. The Vice President will also be responsible for staffing and performance management, maintaining budgets and expense optimization, adherence of the department to risk and compliance policies, liasing with clients, driving process improvements to deliver operational excellence and involved in the formulation and execution of the department wide strategy. The role involves interaction with various units locally and overseas. Ths Vice President should also possess excellent interpersonal, communication and people management skills and demonstrate the ability to lead a large size team. Accuracy, timeliness and delivery of client service are imperative in this position with increased focus towards quality controls, documentation and process improvements.

What you will be responsible for

  • Oversee and where necessary, review monthly, quarterly and annual deliverables (tax distributions, tax provision calculations, income tax returns, CGT, BAS, APRA reporting, ASIC PHD, ABS, financial statements), ensuring timely and accurate production of deliverables for each client relationship.

  • Answer and handle complex issues and queries, both internal and external, and escalate as needed; acting with a sense of urgency to meet required deliverables. Be accountable for assigned tasks and deadline for self and for the team.

  • Identify risk issues, breaches and act in accordance with the 'risk' escalation chain and operating procedures. Ensures all controls and procedures are adhered to as well as makes recommendations for changes.

  • Acting as an escalation point.

  • Oversees the effective coordination of activities with other departments.

  • Documentation – Be able to review and correct the process documentation such as process flows, Standard Operating Procedures (SOPs) and coach the team.

  • Understand the end to end process and be able to seek support to clear out inter process upstream / downstream dependencies, suggest process improvements and be able to seek support to drive projects to create efficiencies / enhance controls.

  • Ensures effective use of systems and makes recommendations for system enhancements.

  • Effectively manage auditor/client queries.

  • Understand the client requirements and guide the team towards efficiently managing its deliverables.

  • Evaluates staffing needs while continually striving for greater efficiencies.

  • Ensures all personnel are appropriately selected, thoroughly trained and given timely and complete performance evaluation feedback.

  • Remains informed of regulatory changes and new industry and competitor developments.

  • Other special projects or tasks assigned.

Education & Preferred Qualifications

  • Post Graduates (CA/CPA/CFA) qualified with Big 4 or mid-tier accounting firm relevant experience.

  • At least 10+ years of experience in an accounting or financial services environment, specifically in Australia tax, statutory reporting (APRA) or financial reporting for managed investment and superannuation funds.

  • 5+ years supervisory experience is required.

  • Good leadership, negotiation and analytical skills, proven track record of efficiency creation, staff development and people management skills

  • Good understanding of managed investment funds and superannuantion funds

  • Familiar with financial services and investment products

  • Detailed oriented individual capable of performing in a high paced environment

  • Demonstrated ability to meet deadlines and possess strong problem solving and resolution skills

  • Good knowledge of internal systems, MS office (excel, word)

  • Data & Analysis - Posesses strong attention to detail. Demonstrate good analytical skills in resolving team issues and facilitates decision making

  • Have a mindset to continuously improve processes and action on it

  • Strong attention to detail and a focus on service

  • Strong written and verbal communication skills

  • Ability to prioritize multiple responsibilities to meet internal and industry deadlines

  • Strong problem solving skills

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

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