Investment Tax Analyst
Skills
About the role
About Us
UniSuper is a workplace where highly skilled professionals are empowered to Think Great and deliver exceptional retirement outcomes for our members. With a culture grounded in accountability, collaboration and care, your work contributes directly to members’ long term financial security.
Your role supports UniSuper doing this by the development and monitoring of an investment tax framework which will assist the Fund with managing investment tax both domestically and foreign jurisdictions. This role will form part of UniSuper’s Tax Team within the broader Corporate Service Business Unit. The role will work closely with UniSuper’s Investment team, Legal Team, UniSuper’s Custodian and external advisors.
Step into an impactful role where you contribute to strong tax governance and support better outcomes for members through effective investment tax management.
The role
You will support the delivery of investment tax activities, contributing to governance, compliance and optimal after‑tax outcomes for members. Working with Investment Tax Managers, you will assist across a range of tax matters and stakeholder interactions.
Assist with investment tax matters including due diligence, advice and structuring across asset classes
Collaborate with internal teams and external stakeholders including custodians and advisors
Support accurate tax reporting and review investment tax portfolio settings
Contribute to foreign tax obligations and required filings
Monitor tax legislation and market developments and share insights with the business
Support the development and improvement of tax policies, systems and procedures
About you
You bring foundational experience in investment tax, with a focus on quality, detail and collaboration in a professional environment. You are motivated by contributing to strong governance and delivering positive member outcomes.
Degree qualified with CA, CPA or legal qualifications preferred
Minimum 3 years experience within superannuation, funds management, financial services or professional services
Investment tax knowledge, with exposure to international tax preferred
Strong attention to detail and commitment to high quality work
Effective communication and interpersonal skills
Passion for superannuation and its impact on members
What We Offer
UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include:
• 17% superannuation contributions
• Generous parental leave
• Flexible leave options
• Learning and development support
It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don’t meet all the requirements.
Questions about this role
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