Senior Associate, Tax
Join a newly created Senior Tax role supporting the investment side of a well-established financial services institution, rather than the traditional group tax function. This position offers exposure to exciting M&A activity, complex investment transactions, and an increasingly diverse portfolio of tax work. With no two days the same, you'll work closely with experienced leaders in a collaborative environment while developing your technical expertise and commercial acumen.
Key Responsibilities
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Lead and support investment transactions, providing tax due diligence, structuring advice and tax risk assessments across a diverse portfolio of domestic and international investments.
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Partner with investment professionals and senior stakeholders to deliver commercially focused tax advice throughout the investment lifecycle.
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Provide ongoing tax advisory support across a broad range of asset classes, including infrastructure, property, private equity, private credit, agriculture and other alternative investments.
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Advise on complex investment structures, asset management matters and cross-border tax issues.
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Support tax governance initiatives and contribute to maintaining a robust tax risk and compliance framework.
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Monitor legislative and regulatory developments, assessing their impact on new and existing investments.
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Build strong internal relationships while contributing to a collaborative, high-performing and technically strong tax team.
About You
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6+ years' experience in tax, with a focus on investment tax, transactions, M&A, international tax or tax advisory.
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Experience gained within a Big 4 or Mid-Tier accounting firm, law firm, investment management, banking or broader financial services environment.
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Strong technical knowledge of Australian tax legislation with the ability to provide practical, commercially focused advice on complex matters.
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Exposure to international tax, foreign jurisdictions and cross-border investment structures is highly regarded.
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Excellent analytical, communication and stakeholder management skills, with the ability to influence senior decision-makers.
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Tertiary qualifications in Commerce, Business, Economics or Law, with CA, CTA or postgraduate taxation qualifications viewed favourably.
What's on Offer
This is a rare opportunity to join the investment tax function of a leading institutional investment business. You'll gain exposure to complex domestic and international transactions, M&A activity and a sophisticated investment portfolio spanning infrastructure, property, private equity, private credit and alternative assets. Working alongside an experienced and highly regarded tax leader, you'll enjoy excellent mentoring, ongoing technical development and genuine long-term career progression within a collaborative, high-performing team.
Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Brad Rosser on 02 8289 3152 for a confidential discussion.
About the job
Contract Type: Permanent
Specialism: Banking & Financial Services
Focus: Finance & Accounting
Industry: Accountancy
Salary: AUD130,000 - AUD155,000 per annum + No bonus
Workplace Type: Hybrid
Experience Level: Mid Management
Location: Sydney CBD
FULL_TIMEJob Reference: 0LBMZR-85E12041
Date posted: 10 July 2026
Consultant: Brad Rosser
sydney banking-financial-services/finance-accounting 2026-07-10 2026-08-09 accountancy Sydney CBD New South Wales AU 2000 AUD 130000 155000 155000 YEAR Robert Walters https://www.robertwalters.com.au https://www.robertwalters.com.au/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true