Question
5-10

Tax Manager (Funds Tax)

12/5/2025

The Tax Manager will lead the management of tax risk and compliance across the Group’s product entities. This role involves providing high-quality tax advice and managing relationships with key stakeholders to ensure the accuracy and integrity of tax information.

Working Hours

40 hours/week

Company Size

5,001-10,000 employees

Language

English

Visa Sponsorship

No

About The Company
Founded in 1846 as the Independent Order of Odd Fellows to protect working families, today Insignia Financial Ltd is an ASX 200 company and one of Australia’s leading wealth managers. Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success. Our goal is to create financial wellbeing for all Australians. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone.
About the Role
  • Make an Impact with Investment Reporting
  • Drive Change and Deliver Insights
  • 12 Month Max-term contract, based in Sydney

 

The opportunity to join our team

As a Tax Manager (Funds Tax), you will lead the management of tax risk and compliance across the Group’s product entities. You will provide high-quality tax advice, support process improvements and manage relationships with key internal and external stakeholders. Working closely with the Head of Funds Tax, you will ensure the accuracy, timeliness and integrity of tax information. Your role will support the business in achieving its strategic objectives while maintaining strong governance and regulatory compliance.

 

Key Responsibilities:

  • Ensure tax risk is managed for the Group’s product entities in accordance with the Tax Governance Framework, policies, and procedures
  • Ensure all taxation obligations are met, including accuracy and timeliness of tax calculations for compliance and reporting
  • Provide tax advice to support business objectives
  • Maintain shared responsibility for the tax control environment
  • Identify and implement process improvements to enhance efficiency of tax processes
  • Build and maintain strong relationships with key business stakeholders
  • Support tax audits and disputes, including liaising with tax authorities and resolving tax issues
  • Manage relationships with external tax advisers, auditors, and other stakeholders
  • Support Board and Audit Committee reporting
  • Assist with ATO stakeholder management

 

What you will bring:

  • Tertiary qualifications in accounting or law
  • CA/CPA qualification
  • Strong understanding of tax law
  • Deep understanding of the financial services industry and products, particularly wealth and investment management
  • Strong understanding of accounting standards and regulations
  • Proven ability to plan, coordinate, and execute activities across a team
  • Excellent written and verbal communication skills
  • Strong ability to delegate, empower staff and provide appropriate support
  • Proficiency with financial systems and PC-based applications, particularly Microsoft Excel and Word

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

 

Please note that applications from agencies will not be considered at this time.

 

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

Key Skills
Tax LawFinancial ServicesWealth ManagementInvestment ManagementAccounting StandardsTax ComplianceProcess ImprovementStakeholder ManagementTax Risk ManagementCommunication SkillsTeam CoordinationMicrosoft ExcelMicrosoft Word
Categories
Finance & AccountingManagement & Leadership
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