The Tax Statement Specialist will collect, analyze, and process tax statement data, ensuring accuracy and compliance for EOFY reporting.
A BIT ABOUT US
Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.
But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.
To support our team through the EOFY reporting period, we are searching for two Tax Statement Specialist to assist the Technical Compliance Team in collating and inputting annual distribution tax statement information into the Class application, as well as supporting other investment related projects.
This role is a 6-month full-time FTC contract, offering flexible work between home and 2 days per week in our Sydney CBD office.
What you'll do:
- Liaise with various providers to obtain required end of financial year tax statement information.
- Analyse tax statements data for accuracy,completeness and convert them into tax statement ratios.
- Communicate with clients to gather necessary information, address inquiries, and provide updates on tax statements processing.
- Provide weekly reports on the progress of the tax statement project.
- Conduct thorough quality checks on tax statements processing to identify and resolve any errors or discrepancies, maintaining the highest standards of accuracy and integrity.
- Maintain organised records and documentation related to tax statement preparation, ensuring compliance with record-keeping requirements and effective internal controls.
- Use JIRA, Confluence, SharePoint, Zendesk and other tools to improve documentation and build knowledge base articles.
You will have:
- A formal degree qualification in the discipline of Accounting, Finance or Information Technology.
- Knowledge of Australian taxation and superannuation standards (ideally, you're already working in an accounting practice in the Business Services area)
- Intermediate MS Excel skills
- Ability to thrive in a fast-paced environment.
- Excellent written and oral communication skills
- Strong attention to details and accuracy
Desired but not a deal breaker
- Experience in accounting, fund or portfolio administration, or similar roles
- Knowledge of Australian Superannuation legislation and practice
- Knowledge of investment in ASX, Exchange Traded Funds (ETFs) and managed funds
THE CLASS STORY
At Class, our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership. We reimagine solutions through the smart application of technology to make processing and data connection painless and by simplifying complex customer problems.
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
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.
Top Skills
Confluence
JIRA
Excel
Sharepoint
Zendesk
HUB24 Limited Sydney, New South Wales, AUS Office
Level 2, 7 Macquarie Place, Sydney, NSW, Australia, 2000
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