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About the Role
This role plays a pivotal role in shaping the integrity, accuracy, and impact of superannuation and tax reporting. It combines deep technical expertise with leadership and operational oversight to deliver high-quality regulatory and tax outcomes for clients. The position involves leading key reporting obligations, overseeing critical data transitions, and acting as a subject matter expert to partner with various internal teams, ensuring data integrity and strengthening controls.
Responsibilities
- Own and oversee APRA and superannuation regulatory reporting, ensuring accuracy, completeness, and alignment with underlying data
- Lead the end-to-end delivery of super and IDPS tax statements, including validation, reconciliation, and issue resolution
- Act as a technical SME across superannuation tax, reporting obligations, and regulatory requirements
- Maintain strong tax data integrity and control frameworks, including oversight of complex considerations such as tax wash
- Lead and support data transitions and migrations, ensuring historical data accuracy and smooth onboarding
- Establish and enhance reporting governance and control frameworks across regulatory, tax, and operational reporting
- Provide insights and reporting to senior leadership to support decision-making and risk management
- Partner with Product and Fund Accounting teams to ensure alignment across product design, processing, and reporting outcomes
- Lead and develop a high-performing team, driving accountability, capability uplift, and continuous improvement
Requirements
- Proven experience in superannuation, platform, or custody operations, with a focus on reporting, tax, or fund services
- Strong knowledge of APRA reporting and regulatory obligations within a superannuation environment
- Solid understanding of superannuation and IDPS tax reporting, including tax statements and related processes
- Experience working with data transitions, migrations, or onboarding, with a focus on data integrity and controls
- Working knowledge of fund accounting, investment products, and unit pricing principles
- Advanced analytical, reconciliation, and problem-solving skills, with the ability to resolve complex issues
- Strong stakeholder management and communication skills, with the ability to influence at all levels
- Experience leading or mentoring a team, with a focus on development and performance
- High attention to detail and a strong understanding of risk management and control frameworks
Skills
- Superannuation reporting
- Tax reporting
- APRA reporting
- Data transitions
- Data migrations
- Fund accounting
- Investment products
- Unit pricing
- Analytical skills
- Reconciliation
- Problem-solving
- Stakeholder management
- Communication skills
- Team leadership
- Risk management
- Control frameworks
Location
- Sydney
- Melbourne
- Brisbane
- Perth
- Gold Coast
Work Type
- Hybrid
Experience Level
- Manager
Education Level
- Qualifications in finance, accounting, business, or a related discipline (highly regarded)
Benefits
- Genuinely flexible and hybrid ways of working
- Employee Share Scheme
- Additional leave and wellbeing support
- Enhanced parental leave and support through different life stages
- Everyday benefits, including discounts and financial wellbeing support
About the Company
- HUB24 is rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.
- Their purpose is to empower better financial futures, together.
- HUB24 Limited is an ASX-listed company (ASX: HUB) and part of the ASX100.
- They have over 1,100 employees across Australia.
Equal Opportunity
- We’re committed to building an inclusive environment where everyone feels valued and supported to do their best work. We welcome applications from people of all backgrounds, identities and experiences.