Manager, Tax Reporting (Funds Services) - Parramatta / Sydney (Parramatta, NSW, AU, 2150)

HSBC
Sydney
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Client focus","Interpersonal skills","Analytical thinking","Project management","Communication"]

Oversee HSBC’s offshore Tax Reporting operations for fund services, ensuring client needs are met while maintaining Australian regulatory requirements. Manage and review tax workstreams including distributions, tax returns, and BAS, provide consultative guidance to offshore teams, and support projects tied to tax regulatory change for new and existing clients. Continuously improve tax services using technology advances, coach staff, and manage operational risk within the role.

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FursaFursa
HSBC
HSBC
19 hours ago

Manager, Tax Reporting (Funds Services) - Parramatta / Sydney (Parramatta, NSW, AU, 2150)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Oversee HSBC’s offshore Tax Reporting operations for fund services, ensuring client needs are met while maintaining Australian regulatory requirements. Manage and review tax workstreams including distributions, tax returns, and BAS, provide consultative guidance to offshore teams, and support projects tied to tax regulatory change for new and existing clients. Continuously improve tax services using technology advances, coach staff, and manage operational risk within the role.
Location: Sydney
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Deliver consistently high client service to fund managers and institutional clients.
  • •Provide consultative advice to offshore operations teams using local fund services knowledge and funds-specific tax expertise.
  • •Oversee Tax Services, including review of distributions, tax returns, and BAS, ensuring accurate and professional client-ready calculations.
  • •Participate in projects with Product and Operations to support new business and existing clients with tax regulatory change.
  • •Coach and motivate staff (on and offshore) to maintain client deliverables, and act in line with operational risk scenarios.

Pay and Benefits

Perks:Health InsuranceParental LeavePaid LeaveGym Membership

Key Requirements

  • •Significant tax operational experience in Managed Investment Schemes / Fund Services, including investment accounting, valuation, distribution calculations, and tax returns.
  • •Provide professional guidelines to clients on Australian tax matters with a sound understanding of Australian Tax law.
  • •Strong client focus with interpersonal skills to develop and maintain internal and external client relationships.
  • •Strong analytical, project management, and problem-solving skills, with excellent written and verbal communication.
  • •A university degree with post-university tax specialization; CA or CPA qualification essential; preference for Australian PR/citizenship or current unrestricted work rights in Australia.
Experience:Fund servicesManaged Investment SchemesTax operationsInvestment accountingAustralian tax
Education:Bachelor's in tax
Skills:Client focusInterpersonal skillsAnalytical thinkingProject managementCommunication
Certifications:CACPA

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn