Senior Analyst Tax

Melbourne - Australia

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Department:

Operations

Job Summary

About Netwealth

Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.

Since 1999 weve grown rapidly by challenging the status quo. We move fast think big and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart Our people. Were a team of curious optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity and agility and we believe in creating an environment where you can do your best work grow your career and feel part of something meaningful.

If youre looking for a place where your ideas matter where innovation is celebrated and where you can help shape a brighter financial future join us at Netwealth.

Were looking for a Senior Analyst to join our Tax team supporting accurate compliant tax outcomes across superannuation and wrap products.

Youll report to the Team Leader and work closely with experienced analysts in a fastpaced supportive environment.

If you love the detail behind investment tax outcomes this is a role where your work shapes the accuracy of client and fund reporting.

Youll join a team that sits at the heart of platform operations solving complex cases improving processes and helping deliver EOFY outcomes at scale.

What youll do

Process and review tax cases including cost base adjustments and withholding
Support EOFY tax reporting and production of client tax statements
Investigate and respond to tax and technical queries
Prepare adhoc and regulatory reports for stakeholders
Assist with rebate processing and system enhancements (UAT)
Contribute to continuous process improvement in a fastpaced environment

What youll bring

3 years experience in financial operations (tax experience highly regarded)
Strong understanding of investment products and tax implications
Advanced Excel skills and confidence in working with complex systems
High attention to detail strong problemsolving and communication skills
IDPS Tax or broader financial services experience is an advantage

Why join us

Work on complex meaningful tax outcomes at scale
Collaborative agile team with strong values
Opportunity to grow your technical expertise and influence improvements

Life At Netwealth

At Netwealth we believe a fulfilling career is built on growth balance and belonging. Our people are our greatest strength and were committed to supporting you at every stage of life because when you thrive so do we.

Were proud to be recognised as one of Australias top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance with just 4 days in the office each fortnight. When youre in youll enjoy working from one of our modern thoughtfully designed spaces across Australia including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable and in Melbourne youll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development including;

Family-friendly support: Paid parental leave and a fully funded school holiday program
Wellness perks: CU Health (virtual healthcare) income protection flu shots wellness weeks retail discounts and financial wellbeing services
A vibrant culture: social events trivia nights and corporate sports
Employee Resource Groups: LGBTQIA DAWN (Development and Accelerating Women at Netwealth) Culture Group and Carers Group
Community Impact: Paid volunteering and our Netwealth Impact Group

Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.

If youre excited by the opportunity but dont meet every requirements we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process Contact us at

Apply now and help us shape a brighter financial future!

Required Experience:

Senior IC

About NetwealthNetwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.Since 1999 weve gro...