Transition Tax Specialist
at Insignia Financial Ltd
Sydney NSW 2000, New South Wales, Australia -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 20 Nov, 2024 | Not Specified | 23 Aug, 2024 | N/A | Good communication skills | No | No |
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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