Head of Tax & Corporate Actions

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.

The opportunity

This is a pivotal leadership role within Customer Operations accountable for the endtoend tax and corporate actions function across a complex fastgrowing and highly regulated financial services environment.

About the role

As Head of Tax & Corporate Actions youll provide strategic leadership and oversight across all tax and corporate actions outcomes ensuring accuracy integrity and compliance at scale. Youll lead highperforming teams partner closely with Product Technology Risk Finance and Legal and play a key role in shaping operating models system capability and automation as the business continues to grow.

This role is responsible for outcomes across:

• Corporate action event processing

• Capital gains tax (CGT) integrity

• Income and capital transaction integrity

• Tax reporting and yearend delivery

• Managed fund rebate agreements

• Regulatory and legislative compliance

What youll be doing

• Provide strategic leadership governance and accountability for tax and corporate actions operations

• Ensure accurate timely and compliant delivery across BAU and peak periods

• Lead yearend tax processing and regulatory reporting

• Drive automation system enhancement and process improvement initiatives

• Partner with senior stakeholders to influence product design regulatory responses and change programs

• Build a resilient operating model with strong risk control and governance frameworks

• Lead develop and successionplan a highperforming leadership team

What youll bring

• Extensive experience in tax and/or corporate actions within investment operations financial services or funds management

• Strong technical knowledge of Australian taxation including CGT income tax and regulatory reporting

• Deep understanding of listed securities managed funds and complex asset structures

• Proven experience leading large or complex operational teams in regulated environments

• A strong track record delivering operational transformation automation or systemenabled change

• Excellent stakeholder management judgement and decisionmaking capability

• CA / CPA qualification (highly regarded)

• Platform IDPS or superannuation experience (highly regarded)

• Exposure to foreign tax jurisdictions (desirable)

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:

Director