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 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.
Job Summary:
Join our Technical Compliance Team and play a key role in supporting the end-of-financial-year tax statement process. You will be responsible for collating, analysing and processing tax statement information, ensuring data accuracy and providing exceptional support to clients and stakeholders. This is an excellent opportunity for someone with a background in accounting, finance or taxation who enjoys working in a fast-paced, collaborative environment and is looking to build their experience within financial services.Responsibilities:
- Liaise with fund managers and investment providers to obtain EOFY tax statement information.
- Analyse and validate tax statement data, ensuring accuracy and completeness.
- Convert tax statement information into tax ratios for use within the Class platform.
- Communicate with clients and stakeholders to gather information, respond to queries and provide updates.
- Conduct quality checks and resolve discrepancies to maintain data integrity.
- Maintain accurate records and documentation in line with compliance and internal control requirements.
- Provide regular reporting on project progress and delivery against targets.
- Contribute to process improvement initiatives and identify opportunities to increase efficiency.
- Participate in team stand-ups, training sessions and knowledge-sharing forums.
- Utilise tools such as Jira, Confluence, SharePoint and Zendesk to support documentation and knowledge management.
- Assist with ad hoc projects, analysis and troubleshooting activities as required.
Requirements:
Essential
Degree qualification in Accounting, Commerce, Finance, Business, Information Systems or a related discipline.
Strong attention to detail with a high level of accuracy.
Excellent written and verbal communication skills.
Ability to manage competing priorities and meet deadlines in a fast-paced environment.
Knowledge of Australian taxation law and practices.
Strong problem-solving skills and a collaborative approach to teamwork.
Desirable
Experience in accounting, fund administration, portfolio administration or a similar environment.
Understanding of Australian superannuation legislation.
Knowledge of ASX-listed securities, ETFs and managed funds.
Exposure to SQL, APIs or data extraction processes.
Intermediate Microsoft Excel skills.
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 email [email protected], and one of our team will contact you.
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
HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you
HUB24 Limited Sydney, New South Wales, AUS Office
Level 2, 7 Macquarie Place, Sydney, NSW, Australia, 2000
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