In-House Tax Associate

About the role

SS&C is hiring a Tax Associate in Sydney to support the Associate Tax Manager in delivering day-to-day tax compliance services for alternative investment fund clients across Australia. The role suits someone proactive, detail-oriented and client-focused who wants to grow in fund tax.

Key responsibilities

• Prepare tax compliance calculations and reporting, including distribution calculations, Annual Investment Income Reports (AIIR), income tax returns, investor tax statements and Business Activity Statements (BAS)
• Deliver accurate, timely tax reporting and compliance deliverables in line with client and regulatory deadlines
• Support client onboarding and transitions, and respond to client queries promptly and professionally
• Help develop, maintain and improve tax policies, procedures and controls, and contribute to process improvement and project work such as testing tax templates and workflows
• Monitor and interpret changes to accounting standards and Australian tax legislation

Required profile

• Bachelor's degree in Accounting, Finance, Business or a related discipline, with 2-3 years of relevant professional experience
• CA, CPA, CTA or Master of Taxation qualified, or working towards a recognised professional accounting or taxation qualification
• Previous experience in fund tax, corporate tax within a Big Four, custodian, fund admin or financial services company
• Knowledge of Australian fund taxation, including financial instruments, trusts (MITs and AMITs), income tax and GST
• Exposure to alternative investment structures (hedge funds, private equity, private credit, real estate, infrastructure) is advantageous

Required skills

• Understanding of fund accounting, financial reporting and operational risk and compliance in a fund administration setting
• Strong analytical and problem-solving skills, attention to detail and ability to manage competing priorities
• Excellent written and verbal communication with clients and internal stakeholders

What we offer

• Hybrid work model
• Income protection insurance and discounts on private health insurance
• Flexible time off, paid parental leave and death and TPD insurance
• Team-customised training, including SS&C University
• Discounts on fitness clubs and travel