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Rest (Australia)

Tax Manager, Implementation and Reporting

Posted 3 Days Ago
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Hybrid
Sydney, New South Wales, AUS
Entry level
Hybrid
Sydney, New South Wales, AUS
Entry level
Manage tax implementation and reporting for investment operations, including foreign tax compliance, global reporting, custodian oversight, tax elections, withholding tax reclaims, and investment tax attributes. Coordinate with investment managers, custodians, tax agents, and advisors on hybrid partnerships, CFC, Pillar Two, FATCA, and CRS obligations. Deliver tax analytics, maintain controls and process frameworks, support investment operations, and implement tax technology and automation initiatives.
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Company Description

We’ve been around since 1988, and today we’re one of Australia’s largest profit‑to‑member super funds.

That means everything we do is focused on delivering better outcomes for our members – not shareholders.

Closing date: Sunday 1st November 2026.

Please note Rest does not accept speculative resumes from recruitment agencies 

Rest will review applications prior to the closing date and may close the role earlier 

Job Description

At Rest, we help more than 2 million Australians to build a better financial future. With around $112 billion in funds under management, we focus on delivering strong long-term outcomes for our members — from their first job through to retirement*. Your best at Rest means focusing on what matters, being trusted to get on with it, and knowing your work genuinely makes a difference. That’s how we operate every day, guided by our values: Be Daring, Keep It Simple, Take Action and Have Grit.

Join us as a Tax Manager, Implementation and Reporting, where you’ll ensure investments are accurately implemented and operationalised while maintaining compliance with global tax obligations and reporting requirements. This is your opportunity to make a real contribution to the financial wellbeing of millions of Australians.

Accountabilities/Responsibilities

  • Translate approved tax structures into clear implementation instructions and oversee accurate set-up of investments and tax attributes at inception, including ensuring all appropriate tax elections and forms have been completed and filed.
  • Work collaboratively across Group and Investment Tax functions to ensure that all investments are fully documented and appropriately transitioned into the Rest’s global tax compliance program.
  • Managing all foreign tax compliance obligations in foreign jurisdictions, including overseeing delivery and service level metrics of foreign tax agent appointments to ensure all filings and payments are made on time and in accordance with applicable laws.
  • Responsible for ensuring compliance with private country-by-country reporting and public tax transparency disclosures and other global / OECD tax reporting regimes.
  • Act as the primary tax contact for custody investment onboarding and set up to ensure investments are set up and maintained correctly within custody, manage custodian related investments queries throughout the investment lifecycle including management of foreign FATCA, CRS forms and withholding tax reclaims.
  • Oversee the delivery and tax service level metrics of the custodian, ensuring the tax governance practices, tax policy positions and the related reporting, tax data and services provided are appropriate.
  • Coordinate with investment managers and external tax advisors in relation to foreign hybrid limited partnership calculations and related compliance obligations, CFC and Pillar Two testing.
  • Deliver tax data analytics and trend analyses across investment/custodian reporting to provide insights and reporting to Tax, Investments and broader Commercial teams.
  • Establish and maintain a standardised investment implementation framework, including process maps, controls and clearly defined accountabilities.
  • Monitor the tax structures and attributes of existing assets to ensure that the tax setting remains appropriate.
  • Provide support to the Investment Operations team on all tax related queries, including implementation, treatment of distributions, capital calls and fees and tax impacts and periodic true-ups for unit pricing.
  • Contribute to the effective implementation of Rest’s tax technology roadmap, managing the use of AI, automation, tax technology solutions and platforms to ensure the Group Tax function is operating effectively and efficiently.

Qualifications

  • Demonstrated tax experience in funds management either at a financial institution or a custodian  
  • Good understanding of the superannuation industry and / or funds management industry investing highly regarded
  • Proven organisational, time management and project management skills
  • Extensive data, financial modelling, research and analytical skills
  • Excellent verbal, written and numerical skills
  • Ability to engage with a variety of stakeholders
  • Ability and desire to work effectively in a team environment
  • Knowledge of US and UK tax reporting and obligations is an advantage

Experience, skills and qualifications

  • Chartered Tax Advisor or Master of Tax
  • CPA / CA ANZ or LLB

Additional Information

.What you'll find at Rest

  • Hybrid working
  • 5 Rest Days (wellbeing days) each year in addition to annual leave
  • Eligible employees are entitled to 22 weeks paid parental leave (gender neutral)
  • Continued super contributions during parental leave
  • Learning and development opportunities, including AI & Data Academy, leadership programs, LinkedIn Learning, study assistance and professional memberships
  • Income Protection Insurance
  • Option to purchase additional leave
  • Recognition through our Rest Excellence Awards

If you share our values and this sounds like the kind of place you’d do your best work, we’d like to hear from you. Apply now.

Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.

We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.

We welcome applications from all candidates. To be considered, you will need the right to work in Australia.

*Funds under management as at 30 June 2026. Rest is recognised as a superannuation leader across a range of areas including performance, responsible investment and member value. Find out more at https://rest.com.au/why-rest/awards.

HQ

Rest (Australia) Sydney, New South Wales, AUS Office

Sydney, New South Wales, Australia

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