Tax Associate (Fund Tax)

Location: Sydney, 255 George Street, Australia; hybrid work model

Company

hirify.global provides AI-powered technology and services for financial services and healthcare organizations, including fund administration, tax services, accounting, regulatory reporting, and operational infrastructure.

What you will do

• Deliver accurate and timely tax reporting and compliance services for alternative investment fund clients across Australia.
• Prepare distribution calculations, Annual Investment Income Reports, income tax returns, investor tax statements, and Business Activity Statements.
• Maintain and enhance tax policies, procedures, controls, and standard operating procedures.
• Respond to client queries and build effective relationships with clients and internal stakeholders.
• Support client onboarding, transitions, projects, system enhancements, and testing of tax templates, processes, and workflows.
• Monitor changes to accounting standards and Australian tax legislation.

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related discipline.
• 2–3 years of relevant professional experience.
• CA, CPA, CTA, or Master of Taxation qualification, or active progress toward a recognized accounting or taxation qualification.
• Knowledge of Australian fund taxation, including financial instruments, trusts, MITs, AMITs, income tax, GST, and tax compliance.
• Understanding of fund accounting, financial reporting, operational risk, and compliance requirements in fund administration or client service environments.
• Strong analytical, problem-solving, communication, collaboration, prioritization, and attention-to-detail skills.

Nice to have

• Previous fund tax experience within a Big Four firm.
• Exposure to hedge funds, private equity, private credit, real estate, infrastructure, or other managed investment vehicles.
• Previous customer service experience and a client-focused mindset.

Culture & Benefits

• Hybrid work model with flexible time off.
• Income protection, private health insurance discounts, paid parental leave, and death and total permanent disability insurance.
• Hands-on, team-customized training through SS&C University.
• Fitness club, travel, and other discounts.
• Commitment to diversity, inclusion, and professional development.