Job Description

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking.

For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

Help people create their tomorrow, while you create yours

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we’ve been doing it for over 170 years.

If we do our job well, we genuinely add to the prosperity of our country and its people.

Join a business in growth phase. Our wrap platform has been built for advisers, by advisers. It allows them to manage investments on our competitive and innovative offering. This role is your chance to be a part of the growth by driving innovation, client experience and efficiency to help more Australians achieve their wealth goals. The North investment operations team is responsible for the financial operations of all North investment and superannuation products.

The Platforms Tax Analyst acts as the subject matter expert for member and investor tax records across North investment and superannuation products. The role is responsible for testing and validating tax business rules within the North platform, ensuring compliance with Australian tax legislation and documented tax procedures.

By executing tax processes across IDPS and super products, this role ensures the accurate treatment of tax on contributions, rollovers, earnings, lump sums and income streams, supporting compliant and reliable outcomes for members and investors.

How will you make an impact

• Execute end‑to‑end tax processes across North IDPS and superannuation products, ensuring accurate and compliant tax treatment and meeting member and regulatory requirements.
• Review tax reporting inputs from custodian ensuring accuracy and timeliness.
• Act as the subject matter expert for member and investor tax records, supporting the North Service Centre and broader operations with tax queries and guidance.
• Test and validate tax business rules, system changes and software releases, including monitoring tax calculation batch jobs to ensure accurate system outputs.
• Support the operationalisation of tax legislation and maintain tax procedure documentation, in partnership with Group Tax and key stakeholders.
• Ensure the accuracy of annual tax reporting, including IDPS tax statements, taxable income calculation for Superfund members and AIIR reporting, contributing to strong compliance outcomes.
• Collaborate with technology, operations and the AMP Group Tax team to maintain tax correctness and uplift organisational tax capability.

What you will bring to the role

• Ideally at least 5 years’ experience in a tax, accounting or financial services environment, ideally within wealth management or investment operations.
• Excellent working knowledge of Australian tax and accounting principles, with exposure to superannuation tax rules such as contribution caps, PAYG withholding and pension standards.
• Experience executing and testing tax processes, controls or calculations within complex systems or platforms.
• Understanding of financial services regulatory and compliance requirements.
• Ability to analyse data, test outcomes and identify issues, with outstanding attention to detail.
• Intermediate or basic SQL capability (preferred) to support analysis and validation activities.
• Relevant tertiary qualifications in tax or accounting, or a willingness to undertake further study would be well regarded.

Who you are

You are detail‑oriented and analytical, with an excellent sense of accountability for delivering accurate and compliant outcomes. You take ownership of your work, apply sound judgement in day‑to‑day decision‑making and are motivated by delivering good customer and investor outcomes.

You enjoy working in a collaborative, fast‑paced environment and build effective relationships across operations, technology and tax teams. You communicate clearly and confidently, whether explaining technical concepts or supporting service teams to respond to member and adviser queries.

You are adaptable and proactive, comfortable navigating change and continuous improvement. With a curious mindset and a willingness to learn, you look for better ways of working and contribute positively to team culture, capability uplift and shared success

Why we think you’ll love working at AMP

Doing what we’ve always done is not an option, so your clever ideas will get airtime here. You’ll be encouraged to speak up and try new things. If they don’t work, we move on – better for it.

We know there’s no one way of doing things. So, you won’t have to sacrifice who you are or how you work to fit in here. We’re inclusive and flexible in many of the ways you’d expect. And in some of the ways you wouldn’t. As long as your health and wellbeing come first - at home and at work.

In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you’ll find moments to connect, feel valued and do meaningful work.

Whether it’s through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have.

We believe in the power of inclusion and diversity

We’re dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged but also leads to better connections with our customers.

We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process.

We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website.

Ready to create your tomorrow?

If you’re someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.

Don’t procrastinate! We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.

Looking forward to meeting you.