Job Description

We’re currently looking for a high caliber professional to join our team as Senior Tax and Financial Reporting Manager - Vice President, based in Melbourne (or) Sydney

You will be responsible for overseeing the successful delivery of tax, financial statements and other regulatory reporting to our managed investment trust and superannuation clients. Being part of our team means that you unlock a whole host of perks and benefits from your first day of work. This includes:

• Flexible and hybrid working model to ensure your work-life balance
• Wellness programs to support the physical, mental, and financial wellbeing of yourself and your loved ones
• Corporate discounts across wide range of products & services

In this role, you are expected to:

• Manage the completion and delivery of all tax, accounting and other regulatory reporting (reporting can include business activity statements; distribution calculations; tax returns; APRA and ABS regulatory reporting)
• Ensure tax and other regulatory reporting adheres to company policies and procedures,
• regulatory and legislative requirements
• Analyse and consider impacts of key tax reforms
• Ensure the business unit maintains the ethical standards contained in the Code of Conduct
• Ensure the firm’s policies and procedures, regulatory and legislative requirements are adhered to
• Represent Tax & Financial Reporting team in internal and client meetings (risk, client onboarding and restructure)
• Support the successful implementation of the new business pipeline (leveraging off the wider team)
• Manage internal & external stakeholder expectations
• Ensure the reporting to clients is in line with internal risk and governance frameworks

As a successful candidate, you’d ideally have the following skills and exposure:

• 10+ years of tax, accounting and regulatory reporting experience for managed investment trusts and superannuation funds
• Strong accounting and tax knowledge including the ability to respond to clients and their external auditor/advisor queries
• Proficient at producing and presenting reports.
• Excellent interpersonal skills and ability to communicate effectively with staff, at all levels, and third parties.
• Proactive and able to use initiative.
• Confident with strong decision making skills.
• Ability to develop strong relationships within the company and with third parties.
• Strong negotiation skills.
• Ability to demonstrate innovation and creativity (continuous process improvement)
• Attention to detail.
• Strong leadership skills and ability to work well within a team.
• Ability to influence key decision makers
• Ability to set and meet objectives.
• Strong analytical and problem solving skills.
• Excellent organisational skills.
• Ability to work under pressure to meet varying deadlines and work volumes
• CA/CPA or other relevant qualification

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Job Family Group:

Operations - Transaction Services

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Job Family:

Fund Accounting

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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