Senior Product Tax Manager

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

The role

As a result of the ongoing growth of the HUB24 Group, we are excited to offer a newly created opportunity for a Senior Product Tax Manager to join our Product Management division.

Reporting to the Head of Product Management, this role is responsible for overseeing the operational product and investment taxation compliance, governance and frameworks. You will own tax policies and provide expert guidance on tax-related issues and changes affecting the business, funds, and products.

The successful candidate will bring extensive experience in the Financial Services industry, with a deep understanding of Funds Management and Platform operations.

This is a hands on, individual contributor role and its located in Sydney.

Key responsibilities

• Manages and holds responsibility for the operational product and investment taxation compliance and frameworks.
• Key stakeholder in the EOFY project leading a stream of work across tax componentry, corporate action reviews, annual statement and tax guide preparation and AIIR reporting and submission.
• Identifies and advises on tax issues and changes impacting the business, funds and products.
• Responsible for tax compliance including Super and Non Super level investment tax reporting and reconciliation to accounting income.
• Responsible for tax governance over 3rd party tax data.
• Key SME for FATCA, CRS and QI monitoring and reporting.
• The review and interpretation of corporate actions across our various platforms, including ensuring correct tax treatments are applied. This will involve working closely with the Corporate Actions team and at times may include providing training.
• Provide accurate and timely response for questions and queries raised by auditors, clients, tax advisors and internal stakeholders. 
• Ad hoc project work to enhance and systematise current processes & procedures.
• Using initiative to resolve complex problems in conjunction with managers/experts.

Key stakeholders

• This position requires engaging and proactive interaction with internal stakeholders:
• General Manager, Custody Operations, General Manager, Non Custody Operations, Head of Group Finance, Head of Product, Platform and Technology, Head of Product Management, Platform, Operations Managers and Team Leaders, Operational and Support staff & Compliance and Risk Management.

Key requirements

• Degree in Accounting, Finance or equivalent. 
• CA/CPA / CIMA qualified or equivalent
• A minimum of 10 years experience within a similar role
• Financial Services/ Funds Management/ Fund Services/ Platforms background.
• Thorough understanding of Superannuation Fund Taxation and Superannuation Fund Member Tax issues.
• Extensive knowledge of tax law, regulations & impact and obligations for investment and product structures.
• Advanced excel skills. 
• Strong stakeholder communication and reporting skills.
• Ability to manage time effectively and prioritise competing demands and achieve outcomes and objectives.
• Willingness to ‘roll up your sleeves’ and work autonomously but also as part of a collaborative team.
• Excellent problem solving skills

THE HUB24 STORY  We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians. 

Benefits and Life at HUB24  Learn more about our employee benefits HERE.

Check out why our people love working at HUB24! 

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed!  

The Recruitment Process: 

- Acknowledgement email once your application has been submitted. 

- Our Talent team will start reviewing your application, if unsuccessful you will be notified. 

- If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role. 

- If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.

- Should you require any accommodations to the recruitment process, please contact [email protected] and one of our team will be in touch. 

- Interviews can happen virtually or face to face with the hiring manager, or other members of the broader team. Depending on the role, there may be more than two interviews. 

- Communication of outcomes to successful and unsuccessful candidates and feedback provided. 

*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here. 

2024 Circle Back Initiative Employer – we commit to respond to every applicant. 

Endorsed by WORK180, we are proud to be recognised as an employer of choice for women. 

We have been nominated and placed on the BOSS Best Places to work list. 

Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative