Senior Tax Specialist
Netwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but also for our people.
Founded in 1999, with an entrepreneurial spirit, we are one of the fastest growing wealth management businesses in Australia. With NextGen superannuation and investment technology, we are challenging the status quo. We are agile and nimble, not stifled by bureaucracy.
We are proud of our team of talented people working hard to make life better for more Australian's. Our values are who we are, how we tackle decisions, and how we want the world to see us - Curious, Optimistic, Courageous, Collaborative, Agile and Genuine.
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.
Investigate and respond to taxation and technical queries from internal and external stakeholders
Provide significant contribution to the year-end tax project
Stay abreast of any taxation changes and assist with enhancements as required
Review and process taxable components for income received on platform
Process complex transactions in Client accounts
Prepare special purpose reports for internal and external stakeholders
Process cost base adjustment and non-resident, No-TFN withholding cases
Lead ad hoc tasks or projects as specified by Manager or Team Lead
Strong 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
Self-motivated with a keen desire to work with the team to achieve common goals
Analytical and problem-solving skills
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
Strong oral and written communication skills - Adjusting language and terminology to the characteristics and needs of the audience
Experience with Excel and MS Office products
IDPS / Super platform or finance industry experience highly regarded
5 years’ experience in a taxation focused role
CA or CPA qualified 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
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 firstname.lastname@example.org