Investment Tax Analyst

2 months ago


Melbourne, Australia UniSuper Full time

Join a diverse, collaborative tax team where knowledge sharing is part of our DNA. As an Investment Tax Analyst within our Tax team, you'll work directly with our Investment Tax Managers and investments team on fascinating deals across infrastructure, equities, and property - from week-long projects to multi-year acquisitions.
 

The role
 

Build expertise across multiple asset classes while working alongside experienced Investment Tax Managers who are committed to your growth. You'll develop deep knowledge of both domestic and international tax frameworks, collaborate with external advisors, and gain hands-on experience in deal structuring that will accelerate your career progression toward senior positions.
 

Your role will be to ensure we maintain good governance in relation to investment tax matters as well as
 

  • Collaborating with our custodian to optimise investment tax portfolio settings 
  • Working with external advisors to deliver sophisticated tax solutions 
  • Monitoring tax legislation changes and market trends to identify opportunities and risks
     

About you
 

Are you a curious problem-solver ready to tackle complex financial challenges? We're seeking a detail-oriented professional with 2-3 years' experience in investment or transaction tax. Your degree and CA/CPA qualifications will set you up for success in our collaborative team. Ideally you will also have:
 

  • Experience in superannuation, funds management, or financial services
  • Strong investment tax knowledge
  • Commitment to high-quality work
  • Excellent communication and interpersonal skills
     

About US
 

We believe that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office.  
UniSuper’s high performance culture is supported by a range of benefits that demonstrates our commitment to ensuring our employees achieve their full potential, thrive, and grow their career with us. These include
 

  • A personal development budget of $1500 to support employees in their professional growth. 
  • Mental physical and financial well-being initiatives
  • The opportunity to choose between 17% and 11% superannuation
  • Exceptional parental leave
  • 3 days over Christmas and 3 days 'Community and Culture' leave allowing you to celebrate and contribute to things that are important to you outside of work
     

At UniSuper, we value and celebrate diversity and inclusion in our workplace, where everybody can thrive. We believe that having a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don’t meet all the requirements listed.
 

Think Great. Create Great.



  • Melbourne, Victoria, Australia UniSuper Full time

    Role OverviewWe are seeking a skilled Investment Tax Specialist to join our tax team. As an Investment Tax Analyst, you will work with our experienced Investment Tax Managers and investments team on complex deals across infrastructure, equities, and property.

  • Investment Tax Analyst

    6 months ago


    Melbourne, Australia UniSuper Full time

    **Newly created opportunity due to fund growth**: - **Working closely with the Investment Tax Managers and our in-house Investments team**: - **Personal development budget of $1500 & mental, physical and financial well-being initiatives At UniSuper we hold the life savings of our members in our hands. This means we are after people passionate about...


  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...


  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...


  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Investment Analyst

    6 months ago


    Melbourne, Australia Zenith Investment Partners Full time

    The **I**nvestment Analyst** role involves reviewing all aspects of fund managers’ investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for writing detailed research reports and assigning investment ratings on the funds. A finance related degree...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...


  • Melbourne, Australia IFM Investors Full time

    Analyst, Investment Reporting **About us** **Business Overview** Our **Operations** team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: - Transaction Management & Support - Investment Operations & Client...

  • Investment Tax Expert

    4 weeks ago


    Melbourne, Victoria, Australia UniSuper Full time

    We are seeking a detail-oriented Investment Tax Expert to join our team at UniSuper. This role involves working with our Investment Tax Managers and investments team on various deals across infrastructure, equities, and property.The successful candidate will develop deep knowledge of both domestic and international tax frameworks, collaborate with external...

  • Investment Tax Expert

    3 weeks ago


    Melbourne, Victoria, Australia UniSuper Full time

    OverviewWe are seeking a highly skilled Investment Tax Specialist to join our tax team at UniSuper. This is an excellent opportunity for a detail-oriented professional with 2-3 years' experience in investment or transaction tax to build their expertise and contribute to the success of our organisation.About the RoleThis role involves working directly with...


  • Melbourne, Australia IFM Investors Full time

    **About us** **Business Overview** Our **Operations** team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: - Transaction Management & Support - Investment Operations & Client Service - Investment Risk &...


  • Melbourne, Australia IFM Investors Full time

    Analyst, Investment Data Governance **About us** **Business Overview** Our Operations team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: - Transaction Management & Support - Investment Operations & Client...


  • Melbourne, Australia Cbus Full time

    Investment Tax Operations Specialist The Investment Tax Operations Specialist primarily assists the team with the management of all Investment related taxes and associated tax risks within the broader Cbus Investment team and may also assist relevant parts of the broader Cbus organisation, including with Cbus Property. In this newly created role, the key...


  • Melbourne, Australia IFM Investors Full time

    **About us** **Business Overview** Our Operations team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: - Transaction Management & Support - Investment Operations & Client Service - Investment Risk &...


  • Melbourne, Australia IFM Investors Full time

    Investment Analyst, Debt Investments **The Opportunity** At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that's inclusive, accountable, and collaborative. Where...

  • Investment Analyst

    6 months ago


    Melbourne, Australia FourQuarters Recruitment Pty Ltd Full time

    Growing business - Diverse investment focus - Excellent career development and mentoring Our client, is a leading funds management group who specialises in the management of fixed income products. With over 15 years of experience operating in the Melbourne funds management market, they differentiate themselves through a compelling ownership structure and...


  • Melbourne, Australia Anton Murray Consulting Full time

    MelbourneAsset ManagementContract or TemporaryThis is an exceptional Investment Operations Analyst position, working for a highly-regarded super fund based in Melbourne on an initial 9-month contract, with a strong potential to be promoted to a permanent position pending performance.This is an Investment Operations Analyst although works across a broad...

  • 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...