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About the Role

Join the growing Tax Services team to support the delivery of Australian tax compliance and reporting services for investment funds and financial services clients. Responsibilities will vary based on experience level, encompassing preparation, review, oversight, client management, process improvement, and team mentoring within a collaborative, fast-paced environment.

Responsibilities

• Ensure accurate and timely delivery of tax reporting and compliance deliverables.
• Prepare, review, and oversee tax compliance calculations and reporting, including BAS, IAS, AIIR, investor statements, tax returns, tax distributions, and withholding tax reporting.
• Support preparation and review of trust, fund, corporate, and investor tax reporting requirements.
• Assist in responding to client, auditor, regulator, and stakeholder queries.
• Support client onboarding, transitions, restructures, and tax-related projects.
• Assist in developing, enhancing, and maintaining tax policies, procedures, controls, and operating models.
• Participate in testing activities, template enhancements, and process improvement initiatives.
• Ensure adherence to operational risk, compliance, and governance requirements.
• Mentor and support junior team members, providing technical guidance.
• Contribute to a culture of continuous improvement, collaboration, and client service excellence.

Requirements

• Degree in Accounting, Finance, Commerce, Business, Taxation, or a related discipline.
• Experience in fund tax, corporate tax, professional practice, business services, tax advisory, financial services, or related tax compliance environments.
• Exposure to Australian taxation principles, including trusts, managed investment trusts (MITs/AMITs), financial instruments, investment funds, superannuation, corporate tax, GST, and withholding tax obligations (highly regarded).
• Understanding of fund accounting, financial reporting, and related operational risk and compliance requirements.
• CA, CPA, CTA, Master's in Taxation, or equivalent professional qualification (completed, in progress, or intention to commence) (highly regarded).
• Leadership, review, mentoring, and stakeholder management experience (highly regarded for Senior Associate and Associate Manager levels).

Skills

• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to manage competing priorities and deliver high-quality outcomes within deadlines.
• Strong written and verbal communication skills.
• Ability to engage effectively with clients and stakeholders.
• Proactive, collaborative, and customer-focused approach.
• Positive attitude.
• Willingness to learn.
• Commitment to continuous professional development.

Work Type

• Hybrid Work Model

Experience Level

• Associate
• Senior Associate
• Associate Manager

Education Level

• Degree in Accounting, Finance, Commerce, Business, Taxation, or a related discipline
• CA, CPA, CTA, Master's in Taxation, or equivalent professional qualification

Benefits

• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Commitment to welcoming, celebrating, and thriving on diversity
• Hands-on, team-customized training, including SS&C University

About the Company

• Leading financial services and healthcare technology company based on revenue.
• Headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries.
• Serves 20,000 financial services and healthcare organizations, from large companies to small and mid-market firms.
• World’s largest independent hedge fund and private equity administrator.
• Largest mutual fund transfer agency.
• Combines end-to-end expertise across financial services operations with proprietary software and solutions.
• SS&C GlobeOp is a leading provider of cloud-based fund services, technology, and mobility-enabled infrastructure.
• Offers middle office, accounting, management products, tax services, derivatives processing, regulatory and analytics services, managed services, IT/data centre, and business process outsourcing.

Equal Opportunity

• SS&C Technologies is an Equal Employment Opportunity employer.
• Does not discriminate against any applicant or employee based on race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other protected classification.
• Encourages applications from people of all backgrounds to bring diverse perspectives.
• Strives for a workforce diverse in the widest sense.