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About the Role

The Tax Director/Senior Manager will provide tax advisory, compliance, and risk management support for Morrison’s global investment portfolios and managed entities. This role supports investment activity throughout its lifecycle, from diligence and structuring through execution, ownership, and exit.

Responsibilities

• Provide tax advice in relation to the ongoing management of Morrison’s investment portfolio.
• Manage tax risk across portfolio investments and Morrison-managed entities.
• Oversee ongoing tax compliance requirements, including managing external tax compliance service providers.
• Support tax matters relating to acquisitions, disposals and other major transactions.
• Advise investment teams throughout the investment lifecycle, including diligence, structuring, execution, holding period activities and exits.
• Coordinate the tax aspects of investment acquisitions across various industries and portfolios, including managing external advisors and lawyers, due diligence, structuring, legal documentation and tax ruling processes.
• Partner with investment directors on tax assumptions in financial models and communicate complex tax concepts clearly and commercially.
• Assist with investment committee and board papers, including communicating tax issues, progress updates and post-acquisition integration matters.
• Coordinate tax return preparation with external advisors and review returns prior to filing.
• Develop and maintain transfer pricing documentation.
• Monitor developments in tax law across Morrison-managed entities and support implementation where applicable.
• Contribute to tax training for Morrison staff.
• Manage relationships with revenue authorities, including coordinating tax authority reviews and audits.

Requirements

• Finance, accounting, business and/or law degree.
• Professional certification such as JD/LLM, CPA or equivalent.
• 6–10 years’ tax advisory experience, preferably within a leading law firm, Big 4 accounting firm or comparable in-house transactional tax function.
• Strong local tax knowledge, with developing knowledge of international tax requirements and structuring.
• Experience across private equity, infrastructure, funds management and M&A would be advantageous.
• Ability to quickly identify tax issues, drive solutions and manage tax risk in collaboration with transaction teams.
• Sound transactional judgement and the ability to prioritise effectively while managing multiple transactions.
• Enjoys working in a high-performance, fast-paced environment.
• A collaborative team player who contributes to group objectives and goals.
• High level of technical knowledge of tax law.
• Excellent verbal and written communication skills, with the ability to explain complex matters simply.
• Proactive, decisive and comfortable working independently.
• Able to operate as the key tax team member based in New York, working closely with globally located Finance and Legal teams.
• Open to personal growth and development opportunities.
• Able to travel on an ad hoc basis from time to time.
• An affinity with Morrison’s values of being driven, brave, curious, agile and collaborative.

Skills

• Tax advisory
• Tax compliance
• Tax risk management
• International tax
• Structuring
• Private equity
• Infrastructure
• Funds management
• M&A
• Financial modeling
• Transfer pricing
• Tax law
• Communication

Location

• New York

Work Type

• Hybrid

Experience Level

• 6-10 years

Education Level

• Degree in Finance, Accounting, Business, or Law
• JD/LLM, CPA or equivalent certification

Salary/Compensations

• Competitive salary + incentives

Benefits

• Flexibility
• Hybrid work
• Learning and development program
• Attractive paid parental leave
• Flexible leave options

About the Company

• Morrison is a leading global infrastructure manager, investing across the risk spectrum in both private and listed markets.
• Its purpose is to invest wisely in ideas that matter.
• It believes the best investments serve an enduring societal need and has a firm commitment to sustainability.
• Morrison manages approximately USD$30 billion in consolidated assets on behalf of its clients.
• Morrison established the NZX/ASX-listed infrastructure investment vehicle, Infratil Limited, in 1994, which it continues to successfully manage today.
• Morrison also manages global infrastructure portfolios on behalf of sovereign wealth funds, pension funds and other public and private pools of capital.
• Morrison has one of the largest specialist infrastructure teams, with over 200 professionals operating across eight global offices in Sydney, Melbourne, Auckland, Wellington, New York, London, Abu Dhabi and Singapore.
• Morrison’s Group Tax team supports the tax affairs of Morrison, its managed entities and investment acquisitions across global mandates.
• The team works across a broad range of taxes, investments and transactions, helping the business navigate complex domestic and international tax rules and make informed decisions.
• Based within Finance, the team partners closely with Investment, Legal and in-house and investee company finance teams to manage tax risk and support Morrison’s global investment activity.
• We pride ourselves on our values and our culture of working as whānau and supporting each other.
• The impact of what we do is important to us. We invest in environmentally sustainable companies and have a strong commitment to ESG.

Equal Opportunity

• Morrison is an equal opportunity employer, and we encourage people of all backgrounds to apply.
• Please let us know if you require any support or adjustments during the recruitment process.