Tax Manager – Funds Management

About the role

The Tax Manager will lead tax compliance, reporting and advisory activities for a funds‑management organisation operating across Australia and selected offshore jurisdictions. Reporting to the Head of Tax, the role combines technical tax expertise with strategic support for transactions and risk management.

Key responsibilities

• Prepare and review income tax returns, trust distributions, tax statements and tax‑effect accounting workpapers.
• Oversee GST, FBT, PAYG withholding, payroll tax and other indirect tax obligations, maintaining compliance calendars and ensuring timely lodgements.
• Develop tax provisions, reconciliations and financial‑statement disclosures, and coordinate external advisers and audit requirements.
• Provide tax advice on new products, restructures, capital raisings, acquisitions, divestments and investment transactions, including fund and real‑estate structuring.
• Identify and assess tax risks and opportunities, advising on trust taxation, tax consolidation, transfer pricing, international tax and indirect taxes.
• Maintain and enhance the tax risk‑management framework, support audit readiness and regulatory engagements, and monitor legislative changes.
• Improve tax policies, procedures, controls and reporting processes, enhancing data integrity and system utilisation.
• Collaborate with Finance, Legal, Risk, Compliance and Operations teams and manage relationships with advisers, auditors and regulators.

Required profile

• CA or CPA qualification.
• Degree in Accounting, Finance, Tax or Law; postgraduate tax qualification preferred.
• Significant tax experience in financial services, funds management, investment management, property or lending environments.
• Proven experience managing tax compliance, reporting and advisory functions.

Required skills

• Tax compliance (income tax, GST, FBT, PAYG, payroll tax).
• Tax provision and financial‑statement disclosure preparation.
• Transfer pricing documentation and intercompany arrangement management.
• International tax and cross‑border compliance.
• Tax risk management and regulatory engagement.
• Tax policy, procedure and control development.