Transition Tax Specialist

at  Insignia Financial Ltd

Sydney NSW 2000, New South Wales, Australia -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Nov, 2024Not Specified23 Aug, 2024N/AGood communication skillsNoNo
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Description:

Transition Tax Specialist
Location:Sydney, NSW, AU, 2000

Employment Type: Max Term Full Time

  • Be part of a team and culture that values people
  • Max Term Full Time Opportunity
  • Location: Sydney

How To Apply:

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Responsibilities:

  • Manage and facilitate transitions across FAO teams, coordinating change requirements and setups with the AM Transition Team/Product.
  • Oversee workflow prioritisation and scheduling of transitions, including reviews of DRA and investment documents.
  • Tax/ scenario analysis and coordination of the required ad-hoc distribution.
  • Evaluate risks and operational impacts to prevent and address potential issues.
  • Act as the escalation contact for the Senior Analyst (Trust Transition) for issue resolution and work review.
  • Work with Group Tax on tax principles, analyze Tax Memos, provide operational expertise, engage with stakeholders, and support the Core team during peak periods.


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Accounting

Accounts / Finance / Tax / CS / Audit

Accounts Management

Graduate

Proficient

1

Sydney NSW 2000, Australia