Taxation Technical Manager, Officer

Reviewing and resolving technical issues before the delivery of products to clients. You will be responsible for liaising with clients and the Regulatory Taxation Services team.
State Street

Position Summary :

Reviewing and resolving technical issues before the delivery of products to clients. You will be responsible for liaising with clients and the RTS team to ensure their needs are being satisfied and to discuss industry related and technical topics with them. It will be important to develop strong relationships with internal divisions of the company and to manage special projects and assignments. You will be responsible for risk management and participating in increasing product offerings and new business with a view to increasing revenue streams.


• Capital Gains Tax (CGT) Reporting
• Taxable Income Calculations
• Distribution Reporting Package
• Present Entitlement Reporting
• 45 Day Holding Period Rule / Carve Out Reporting
• Division 16E Calculations
• TOFA Reporting
• Income Tax Return (ITR) preparations
• After Tax Performance Reporting
• Tax Provision Calculations
• BAS Returns



  • Deal with tax technical issues within the financial services industry, including assessment and explaining how these apply to clients
  • Consult on tax technical issues to business unit managers across SSAL
  • Impart tax technical knowledge to staff within the RTS teams onshore and offshore
  • Update Tax policies in line with legislative changes and industry practice and ensure these are reviewed and approved by external advisor and distributed to clients
  • Ensure policies reflect the business practices adopted by RTS
  • Co-ordinate and deliver Tax briefings
  • Opine on complex corporate actions
  • Project manage the implementation of new tax policies and legislation

    Client Service

  • Understand needs/strategies and deliver customer innovative solutions
  • Adopt a pro-active role in establishing SSAL as a key component for client success
  • Build trusting relationships with internal tax product service providers
  • Respond promptly to internal stakeholder queries
  • Ensure appropriate technical application
  • Update clients with product development, legislative changes and SSAL initiatives
  • Participate in client presentations

    Operational and staff management

  • Through your planning ensure deliverables are completed accurately and on time
  • Lead people – strong influencing and networking skills – “Lead by example”.
  • Promote and support initiatives within the Product Group and SSAL areas
  • Provide appropriate training and coaching

    Financial Management

  • Look to increasing client revenue streams
  • Look to minimise external tax advisory spend by SSAL

    Risk and Compliance

  • Ensure adherence to standard operating procedures and relevant legislative and regulatory requirements
  • Ensure all information in operational databases is accurate and current at all times, including client and fund specifics
  • Responsible for the ongoing review of current operating procedures to eliminate duplication of effort, detect major areas of risk and implement best practice recommendations
  • Ensure all products and services have adequate and appropriate audit supervision and control
  • Ensure internal and external audit findings are actioned in a timely manner with no recurring findings
  • Contribute to management reporting, including key performance and risk indicators


  • Taxation financial services experience – in particular investment trusts and superannuation funds
  • Minimum 7-10 years of work experience in accounting, legal, financial markets, custody or other relevant work area
  • Completed CPA or CA or other relevant qualification


  • Strong tax technical knowledge and its application to investment funds, including the ability to answer client and external auditor/advisor’s queries with minimal assistance
  • Strong time management and communication skills
  • Ability to work under pressure to meet varying deadlines and work volumes
  • Strong management skills and the ability to work in a team environment
  • Strong project management skills or experience
  • Confident in making decisions autonomously and taking initiative

Sydney, New South Wales, Australia Sydney New South Wales AU