Tax Advisor

My client are A leading Australian investment banking and financial services firm spanning corporate advisory, equities, fixed income, research and capital markets. With a strong partnership culture, global reach and employee ownership, it offers the opportunity to work with high-calibre professionals in a fast-paced, entrepreneurial environment.

The Role

This is a hands-on Tax Advisor opportunity within a lean, high-performing Tax team, with responsibility for overseeing the business’s operational tax obligations across Australia and globally. You’ll work closely with operational teams and senior Tax stakeholders to strengthen governance, controls and processes in a fast-paced financial services environment.

Key Responsibilities

• Oversee US tax-related client due diligence, withholding and reporting, including FATCA, QI and QDD requirements.

• Manage third-party tax reporting, including AIIR, FATCA, CRS, transfer of shares and units reporting and TPAR.

• Oversee withholding tax rate determinations across client, swap and stock loan income events.

• Manage relief-at-source and withholding tax reclaim processes, including client tax documentation.

• Develop and maintain robust operational tax processes across existing and new jurisdictions.

• Oversee Australian operational tax obligations, including TFN/ABN withholding and reporting.

• Provide tax guidance and training to operational teams and support best-practice governance.

• Review and sign off tax filings and work closely with the Responsible Officer.

• Partner with operational teams to improve automation, controls and processes, including the use of AI where appropriate.

• Manage outsourced tax compliance arrangements and support third-party data governance.

• Work with external auditors, the ATO and external service providers on tax-related matters.

• Support broader Tax projects and advisory work across income tax, GST and other group tax obligations as required.

What You'll Need

• Qualified Tax Accountant / CA / CPA or equivalent qualification.

• Strong technical tax knowledge with the ability to apply tax legislation to complex situations.

• Proven experience managing FATCA and CRS, ideally within financial services.

• Strong operational tax experience, including withholding, reporting and compliance.

• Experience developing, maintaining and improving operational tax processes and controls.

• Ability to partner effectively with operational teams and stakeholders across a business.

• Strong Excel and data management skills; experience with automation or AI is highly regarded.

• Experience contributing to large-scale projects involving systems, new products or business implementations from a Tax perspective.

• Strong attention to detail, organisational skills and the ability to work independently.

• A proactive, commercially minded approach with the confidence to challenge and provide solutions.

Why Apply?

• High-impact Tax role: Take genuine ownership of operational tax governance across Australia and international jurisdictions.

• Broad exposure: Work across FATCA, CRS, withholding tax, regulatory reporting, tax governance and broader Tax advisory matters.

• Senior stakeholder exposure: Partner closely with senior Tax leaders, operational teams, auditors, the ATO and external providers.

• Career development: Join a sophisticated financial services environment where you can continue developing your technical and commercial tax expertise.

• Competitive package: Attractive remuneration aligned with the level of responsibility and experience required.

• Flexible working: 4 days in the office, offering the opportunity to work collaboratively with a high-performing team while maintaining flexibility.

• Sydney CBD location: Based in a premium CBD office within a fast-paced and highly professional financial services environment.

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.