Job Description
Our Client offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance.
The Tax Manager role performs a key function within the Operations Division. There will be extensive interaction with the Fund Administration and Registry teams, the role will be responsible to tax technical development. Contribution to delivering client service and support by providing accurate and comprehensive technical tax reporting and meeting client Service Level Agreement requirements.
In this role you would sit within the NZ Client Delivery team which covers a customer-focused group of functions specifically responsible for providing client service and support, effective interaction and day-to-day service delivery to clients.
This team works closely with relationship management, the client and various operations teams of the Company, in NZ and Australia and in offshore locations.
This team also manages any client related change including onboardings, transitions and material change to existing clients and is responsible for the investigation, management and resolution of any client queries and issues. The team supports the ongoing fulfilment of service delivery to clients through representation alongside the Relationship Management and Client Service functions
The role also comprises substantial inter-departmental contact and as such requires excellent interpersonal ability as well as direct client contact to deal with queries and technical issues. The role requires a strong service ethic and quality focus applied through behaviours and work produced. The role must consider and meet operational risk and compliance requirements throughout the preparation and delivery of work and ensure relevant compliance records are maintained.
The Tax Manager also plays a crucial role in the analysis of errors, including reviewing the calculation of corrections and impacts to various transactions/processes.
- Contributory leadership participation with the NZ business
- Actively participation in client presentations and meetings (as required)
- Act as an internal SME for client RFPs and Due Diligence
- Provide technical advice and leadership to production teams in the execution of client initiatives which would include but not be limited to:
- Client Fund Restructures
- Complex Transaction Analysis and Compensation Calculations
- Error analysis
- Assist in the technical training of team members
- Technical subject matter expert for the NZ Unit Pricing function
- SME for the NZ Operating Model with sound understanding of the NZ PIE regime and fund structures
A minimum of 5+ years working in a senior taxation role, preferably in the managed funds industry.
Key Responsibilities include:
- Taxation Administration
- Inland Revenue and Tax Return Reporting
- Statutory Financial Accounting
- Regulatory Updates
- Development of Tax Capabilities
- Compliance and Operational Risk Awareness
- Analytical Work and Problem Solving
- Client Servicing
- Project Work
If the above sounds like something you'd like to sink your teeth into, we welcome you to apply and look forward to working with you on this opportunity.