Play a key role in driving quality and compliance excellence in our Fordham Business Advisory practice
More time off for the things that matter - up to 6 weeks’ leave annually
Work where we work best - hybrid office/work-from-home environment
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. This role will work primarily with our Fordham Business Advisory Accounting Practice.
About Fordham
At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business.
We’re one of the country’s fast growing Chartered Accounting firms, with a national footprint comprising 20+ Partners and over 150 staff working in top-grade CBD offices in Melbourne, Sydney, Brisbane, and Perth.
Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.
We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.
About the role
As the Tax Quality & Compliance Manager for the Fordham business you will manage the quality and compliance function for our Business Advisors’, ensuring that we are delivering a consistent standard of excellence for our clients and in accordance with relevant legislation and standards.
Key responsibilities will include:
Act as the primary subject matter expert for interpreting and operationalising tax compliance obligations across the practice.
Support the implementation of regulatory updates relating to Tax Agent and CA ANZ professional obligations.
Develop, maintain and deliver policies, procedures, and deliver training to support compliance with the Tax Agent Services Act, APES Professional Conduct and System of Quality Management standards and APESB obligations.
Own core first line risk and compliance activities, including maintenance of obligation registers, design and review of compliance controls, control testing and remediation planning.
Identify, map and assess Fordham’s policies, processes and controls against legislative and professional association requirements.
Support client facing professionals with broader risk and compliance activities, including file reviews, investigation of systemic issues and internal audit findings.
Embed new regulatory obligations into existing workflows with minimal disruption to client service delivery.
About you
You will have a minimum of 5 years accounting or auditing experience, ideally with experience in a similar role within an accounting firm.
Ideally you will have a bachelor’s degree, preferably in Accounting or Commerce, and hold CA ANZ or CPA membership.
Experience in risk, compliance, or operational roles with a strong understanding of tax and quality compliance obligations and regulatory frameworks.
Proven ability to interpret regulatory requirements and translate them into practical, business aligned actions and controls.
Strong understanding of Australian tax compliance/tax agent obligations and frameworks.
Well-developed communication and relationship building skills with the ability to influence and engage with stakeholders.
Excellent time management and organisational skills.
The ability to work collaboratively with cross-functional teams, managing and implementing agreed change.
A commercial, solution focused mindset.
Strong presentation skills.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year.
An annual allowance to empower you to prioritise your personal wellbeing.
Study support and commitment to supporting professional development.
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
