We are seeking a detail-oriented and proactive Tax Compliance & Reporting Specialist to manage Australian tax compliance, investor reporting, and tax documentation for our clients. The role involves coordination with cross-functional teams, external advisors, and fund administrators to ensure accurate and timely tax filings and reporting.
Key Responsibilities: -
- Annual Compliance & Filings: Coordinate and review Australian Federal and State tax filings ensure timely and accurate disclosures.
- Quarterly Estimates: Calculate and file estimated tax payments; maintain supporting workpapers and reconciliations.
- AAS/AASB Audit Support: Assist with tax provisions, deferred tax calculations, and footnote documentation for audits.
- ATO Exemptions: Monitoring & determining eligibility for exemptions like remitting amounts to the ATO via single touch payroll
- Tax Structuring: Prepare equity playbooks and tax memos; support deal structuring and tax-efficient distribution planning.
- Tax Authority Correspondence: Track and respond to ATO Tax legislations/state notices; escalate and coordinate with legal and external advisors.
- Tax Form Management: Prepare and update Australian tax forms (TFN, NAT0 660, NAT 0659, NAT 71121); ensure compliance and documentation accuracy.
- Withholding & Exemptions: Apply PAYG withholding rules (CFI, Treaty Relief, interest withholding tax exemptions, etc); determine exemption eligibility and maintain accurate records.
- Legal Document Integration: Update Ontra (or similar platforms) with tax terms, filing statuses, and compliance checkpoints from legal agreements.
- Client Coordination: Serve as a key contact for tax-related client communications; ensure timely updates and document uploads to internal and external platforms.
- Data Reconciliation: Reconcile investor/entity data between internal systems and external platforms.
- PFIC Statement Management: Request, track, and manage PFIC statements for relevant entities.
Key competencies: -
- 7+ years of experience in Australian taxation, preferably in tax compliance, legal/tax advisory firms.
- Strong knowledge of Partnership taxation, Individual taxation, Trust, PAYG Reporting and Investment fund structures (FoFs, Private Equity, Credit).
- Hands-on experience with Australian withholding tax rules and exemption certifications & notice management
- Familiarity with tax compliance software (e.g., GoSystem, CCH Axcess, OneSource, Enterprise tax reporting and compliance) and tax research tools (e.g., CCH iKnowConnect, Checkpoint, ATO Website).
- Excellent analytical, organizational, and communication skills.
- CA, CPA Australia preferred.
- Excellent in MS Excel to process varied data sets
- Ability to work effectively under tight deadlines,s hould be an independent contributor and his/her work require minimal QC
