Analyst, Tax Operations at IFM Investors

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

25 Aug, 26

Salary

0.0

Posted On

27 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Accounting, Global Tax Reporting, AEOI, Withholding Tax, US Investor Tax Reporting, Regulatory Monitoring, Tax Compliance, Investment Accounting, Trust Accounting, Partnership Tax Accounting, Financial Services Tax

Industry

Financial Services

Description

About Us IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years. With assets under management of approximately $266.1 AUD billion (at 31 December 2025), we prioritise the interests of over 831 institutional investors worldwide. IFM operates from 16 offices across Australia, Europe, North America and Asia. For more information, visit ifminvestors.com [https://ifminvestors.com/]. The Opportunity At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team. Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams. Business Overview Our Operations, Data & Technology team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: * Transaction Management & Support * Investment Operations & Client Service * Investment Risk & Execution Oversight * Business Transformation * Investment Accounting & Tax Services * Implementation * Information Technology The Role The Analyst, Tax Operations will assist with IFM’s ongoing global tax reporting obligations. This will include AEOI, Australian 3rd party reporting, global withholding tax requirements and US investor tax reporting. In addition, you will be required to assist with the monitoring of regulatory change for Tax Operations owned responsibilities, with the review of investor tax documentation to meet AEOI and US withholding obligations. There will also be active involvement in the implementation of changes in tax compliance and operational processes due to new tax law or regulation, new products or new investor profiles. Your Background and Experience * 3+ years’ experience in tax accounting, preferably in funds management or other financial services roles (including ‘Big 4’ firms). * Tertiary qualification in tax, accounting, law, business, finance, economics or a related field * CPA/CA qualification or view to obtain * Experience in the following areas will be highly regarded but not mandatory: * investor tax withholding and reporting obligations across a range of jurisdictions, especially in relation to CRS, FATCA, AU 3rd-party reporting (AIIR, AMMA, etc) and US regulatory reporting e.g. 1042-S and 1099 * other general financial services tax compliance * General understanding of the funds management and the financial services industry * Knowledge of investment accounting including trust and partnership tax accounting and allocations of trust and partnership income will be highly regarded but not mandatory Ready to invest in what matters? With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more. IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at Careers@ifminvestors.com [Careers@ifminvestors.com]

Responsibilities

The Analyst will assist with global tax reporting obligations, including AEOI, US investor reporting, and global withholding tax requirements. They will also monitor regulatory changes and implement operational process updates due to new tax laws or products.