Tax Advisor at Marsh

Auckland, Auckland, New Zealand -

Full Time

Start Date

Immediate

Expiry Date

11 Mar, 26

Salary

0.0

Posted On

11 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Compliance, Analytical Skills, Problem-Solving, Attention to Detail, Interpersonal Skills, Communication Skills, Stakeholder Engagement, NZ Tax Policy, Unit Trusts, PIE Taxation, Financial Services, Fund Management, Tax Policy Reviews, Business Initiatives

Industry

Insurance

Description

Company: Mercer Description: We are seeking a talented individual to join our NZ Fund Services team at Mercer. This role will be based in Wellington or Auckland. This is a hybrid role and Mercer offers flexible working Tax Advisor We will count on you to: Support the NZ Tax Manager with tax compliance responsibilities across Mercer Funds in New Zealand, including income tax and PIE tax compliance. Collaborate with external tax advisors, registry and custodians to ensure accurate tax information and compliance. Review annual income tax provisions, trust distributions, tax statements, and unit pricing tax accruals in line with policies. Ensure Funds operate within relevant tax policies, procedures, and risk management frameworks. Contribute to tax-related initiatives such as new business proposals, fund restructures, and product projects. What you need to have: Tertiary qualifications in business, accounting, tax, law, commerce, or related discipline. Could be working towards completing CA but not necessary to be CA qualified. Minimum 2-3 years post-qualification experience in tax roles; financial services experience preferred but not essential. Solid technical knowledge of NZ tax policy, especially relating to unit trusts and PIE taxation. Strong analytical, problem-solving, and attention to detail skills. Excellent interpersonal and communication skills to engage effectively with diverse stakeholders. What makes you stand out: Experience working within financial services or fund management environments. Proven ability to develop and maintain effective stakeholder relationships across multiple teams. Familiarity with tax compliance processes in a fund accounting context. Ability to contribute proactively to tax policy reviews and business initiatives. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. Click here to return to the MMC Careers Site Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit mmc.com, follow us on LinkedIn and Twitter @mmc_global or subscribe to BRINK.

Responsibilities

Support the NZ Tax Manager with tax compliance responsibilities across Mercer Funds in New Zealand, including income tax and PIE tax compliance. Collaborate with external tax advisors and ensure accurate tax information and compliance.