_{30th October, 2026}

Tax Manager - Funds Management
 
Sydney CBD | $180,000 - $200,000 + Bonus | Hybrid Working (50% WFH)
 
An exciting opportunity has arisen for an experienced Tax Manager to join a well-established and highly regarded Australian Real Estate organisation with a significant funds management portfolio.
This is an excellent opportunity for a tax professional with strong Australian funds tax experience who enjoys taking ownership of the compliance function, managing and developing a junior team member, working closely with senior stakeholders and contributing to technology and process improvements.
Offering a competitive salary, flexible working arrangements and exposure to a complex and diverse funds structure, this role provides an opportunity to make a genuine impact within an established business.
 
The Opportunity:

• Reporting directly to the Finance Manager, with a dotted reporting line to the Director of Tax within the broader Group Tax team, you will take responsibility for the tax compliance, reporting and forecasting requirements across a portfolio of managed funds, trusts and associated entities.
• You will have direct management responsibility for a Tax Accountant, providing guidance, technical support and oversight of their work.
• The role is predominantly compliance focused, with an opportunity to contribute to the implementation and rollout of new technology, automation initiatives and process improvements.
• Working closely with finance, tax and other business stakeholders, you will play a key role in ensuring the accurate and timely delivery of tax obligations while identifying opportunities to improve efficiency across the function.

 
Key Responsibilities:

• Manage the end-to-end tax compliance and reporting obligations across a portfolio of managed funds, trusts and associated entities.
• Oversee the preparation and review of trust distribution calculations, tax returns, distribution statements and associated tax reporting.
• Manage tax calculations and reporting relating to income tax, capital gains tax, MITs/AMITs, withholding tax and GST.
• Oversee tax cost base records, tax fixed asset registers and associated reconciliations.
• Prepare taxable earnings forecasts, distribution projections and other tax-related calculations.
• Directly manage, mentor and develop a Tax Accountant, overseeing their workload, technical development and performance.
• Liaise with internal stakeholders, external advisers and revenue authorities on compliance and technical tax matters.
• Contribute to technology upgrades, automation initiatives and the implementation of improved tax processes and systems.
• Identify and manage tax risks, ensuring compliance with relevant legislation and internal governance requirements.

 
About You:
We are seeking an experienced tax professional with approximately 7-10 years' experience and a strong background in Australian funds taxation.
 
Ideally, you will bring:

• Strong Australian funds tax experience, gained within professional services, funds management, property, asset management or a similar environment.
• Solid technical knowledge of Australian trust taxation, including MITs/AMITs, trust distributions and associated compliance obligations.
• Experience managing tax compliance processes from end to end, with excellent attention to detail.
• CA, CPA or relevant postgraduate tax qualifications.
• The ability to manage, mentor and support a junior tax professional.
• Excellent communication and interpersonal skills, with the confidence to build relationships and work effectively with stakeholders across the business.
• Strong organisational skills and the ability to manage competing deadlines.
• An interest in technology, automation and improving existing tax processes.
• A proactive, collaborative approach and the ability to work autonomously.

 
What's on Offer?

• Competitive salary of $180,000 - $200,000 + bonus
• Hybrid working arrangements - approximately 50% work from home
• Opportunity to join an established and highly regarded Australian organisation.
• Exposure to a diverse and complex portfolio of managed funds and investment structures.
• Direct people management responsibility with the opportunity to mentor and develop a Tax Accountant.
• Direct interaction with senior finance leadership and the broader Group Tax team.
• Opportunity to play an active role in technology upgrades, automation and process improvement initiatives.
• A collaborative working environment offering autonomy, responsibility and flexibility.

 
Interested?
 
If you're an experienced funds tax professional looking for a role offering ownership, flexibility, people management and the opportunity to make a meaningful contribution to an established business, I'd love to hear from you.
For a confidential discussion, please contact Lauren Smart at Smart Tax Search Lauren@smarttaxsearch.com.au or via LinkedIn.

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