About the Role:
Join a premier global financial services organisation providing critical administration, taxation, and technology infrastructure to Australia’s leading superannuation funds. Combining global backing with local market dominance, they offer an agile, supportive, and high-performing environment.
Key Responsibilities:
Maintain and refine internal tax models, standardise workflows, build process maps, and maintain system business rules to drive automation and compliance;
Calculate quarterly and annual tax provisions, prepare tax notes for financial statements, handle option-level tax adjustments, and monitor Effective Tax Rates (ETRs);
Prepare annual tax returns, activity statements, and tax payments for superannuation funds in strict adherence to statutory deadlines;
Monitor and test regulatory/tax law changes impacting fund administration, drafting policies, and advising internal finance, operations, and external stakeholders; and
Assist with new client onboarding, tender processes, ATO reviews/audits, and liaise with external tax advisors and custody teams.
What We’re Looking For:
To be successful in this role, you bring strong technical grounding in superannuation tax operations alongside a solution-focused mindset:
CA/CPA qualified (or near completion); Tax Agent registration is highly regarded;
Solid understanding of Australian tax law, superannuation legislation, and regulatory compliance frameworks. Experience within fund administration, custody, or public practice (superannuation focus) is ideal;
Strong capability in financial statement tax notes, option-level provision true-ups, and advanced Excel modeling; and
Self-motivated, highly detailed, adaptable under competing deadlines, with strong interpersonal skills to collaborate across cross-functional finance and operations teams.
How to Apply:
For more information or a confidential discussion please email Angus Harding at u&u at angus.harding@uandu.com.
At u&u Recruitment Partners, we value diversity, equity and inclusion. We welcome applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability.
Should you require reasonable adjustments or have a preferred method of communication throughout the recruitment process, we encourage you to make a request via adjustments@uandu.com or phone the above-mentioned u&u consultant to discuss. In response to these requests, we will collaborate closely with you to implement the appropriate adjustments.
Additionally, for a barrier-free and inclusive online experience, you can access u&u’s opportunities using accessibility software Recite Me at https://www.uandu.com/jobs.
Please submit your resume in Word format only.