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About the Role

The Manager Tax Reporting role is within the Fund Services Team, a client-focused business servicing Asset Owners and Asset Managers. This role involves overseeing established offshore tax operations, focusing on value-add activities, meeting client needs, and maintaining technical regulatory requirements within a global banking environment.

Responsibilities

• Deliver a consistently high standard of client services to fund managers and institutional clients.
• Provide consultative advice to offshore operations teams, using local Fund Services knowledge and Funds specific tax expertise.
• Manage and oversee Tax Services, including the review of distributions, tax returns and BAS, to ensure professional presentation of tax calculations to clients.
• Actively participate in projects with Product and Operations regarding requirements to support new business and existing clients with tax regulatory change.
• Continuously enhance services to clients to deepen relationships, leveraging technological and system advances in Tax Services.
• Embrace personal development to constantly challenge and uplift professional development.
• Motivate and coach staff on and offshore to maintain client deliverables.
• Be aware of Operational Risk scenarios associated with the role and act accordingly.

Requirements

• Significant tax operational experience in Managed Investment Schemes / Fund Services and its application to investment accounting, valuation, distribution calculations and tax returns.
• Ability to provide professional guidelines to clients on Australian tax matters, underpinned by a sound understanding of Australian Tax law.
• Genuine client focus with strong interpersonal skills, enabling the development and maintenance of strong internal and external client relationships.
• Strong analytical, project management, and problem-solving skills.
• Excellent written and verbal communication skills.
• Preference will be given to candidates who hold Australian PR/Citizenship or New Zealand Citizenship, or who can demonstrate current unrestricted work rights in Australia without limitations.

Skills

• Fund Services knowledge
• Funds specific tax expertise
• Tax Services
• Analytical skills
• Project management skills
• Problem-solving skills
• Written communication skills
• Verbal communication skills

Location

• Parramatta
• Sydney CBD Barangaroo Office

Work Type

• Full-time

Experience Level

• Manager

Education Level

• University degree with post university qualifications / specialisation in tax
• CA/ CPA qualification essential

Benefits

• Tailored professional development opportunities
• Competitive pay
• Embedded flexible working culture
• Market-leading subsidised private health cover
• Enhanced parental pay and support when returning to work
• Subsidised financial benefits
• Bonus leave days
• Wellness programmes including discounted gym memberships

About the Company

• HSBC exists with the purpose of Opening up a World of Opportunity, using unique expertise, capabilities, breadth, and perspectives to provide opportunities for customers and colleagues through global connectivity.
• HSBC Markets & Securities Services (MSS) provides robust and reliable solutions that enhance performance and mitigate risk, working with institutional investors, banks, insurance companies, governments, and multinational corporations.
• MSS offers a range of fund administration, global custody, sub-custody, and clearing services.
• The Fund Services Team is a client-focused business servicing Asset Owners and Asset Managers, providing high levels of service and operational efficiency in areas including Accounting and Valuations, Regulatory Financial Reporting, Tax Services, and Transfer Agency.
• HSBC values different perspectives, collaboration across boundaries, and taking responsibility.
• HSBC is committed to building a culture where all employees are appreciated and respected, and where opinions count.
• HSBC provides a workplace that fosters continuous professional development, flexible working, and opportunities to grow in an inclusive environment.

Equal Opportunity

• Applications from First Nations peoples are encouraged.