Tax Reconciliation Analyst

As the Tax Reconciliation Analyst at FNZ, you will play a critical role in supporting the FNZ Platform applications to ensure accurate client tax reporting and compliance. This position primarily involves assisting our experienced Senior Tax Analysts in maintaining compliance with relevant legislation, managing tax-related client outcomes, and ensuring robust reporting processes. You will actively support the taxation team with research, documentation, and administrative tasks that contribute to efficient tax reporting.

In addition, you’ll participate in the preparation and review of client tax documents, such as IDPS Tax Statements and Superannuation Fund Tax Returns, ensuring they meet all regulatory and client-specific requirements. Working with a supportive, experienced team, as the Taxation Analyst will benefit from collaboration and guidance to help them succeed in the role.

The responsibilities will include:  

• Assist in the preparation and assurance of platform processes and data required to complete client annual tax reporting, including IDPS Tax Statements, Superannuation Fund Tax Returns and Member tax processes.

• Assist on tax issues for Australian Operations, including all tax related matters for assets held in global markets in which our clients invest.

• Completion of recording of tax events on the platform against client accounts.

• Support reviews of the assurance of procedures and controls for roles within the tax team, in line with both GS007 audit requirements and relevant business rules and applicable ATO tax requirements of the client Platforms.

• Communication relating to tax matters with multiple internal stakeholders.

• Participation in project teams across FNZ on improvements to platforms, e.g. working with Solution Consultants or Developers on required system changes for tax.

• Maintain accurate records of tax-related documents, correspondence, and filings to ensure compliance and facilitate audits

• Assist in preparing documentation and information required for internal and external audits related to taxation.

• Communicate & liaise with tax authorities and respond to inquiries or requests for information in a timely manner.

• Provide support and training to staff on tax compliance procedures and policies.

• Identification of tax issues and/or development (legislative of otherwise), and implementation of solutions to manage and/or mitigate impact to business and client.

• Prepare regular reports on tax obligations, compliance status, and key metrics for management review.

What are we ideally looking for in a successful candidate? 

• Degree in a relevant discipline (Accounting, Finance or Economic) is preferred

• 5+ years’ experience in financial services operations

• Hands on experience in reconciliation & analysis is preferred.

• Bonus point if having knowledge of Australian taxation policies and Superannuation (Not required)

• High level of self-awareness and emotional intelligence, possessing strong communication skills.

• Excellent analytical and problem-solving skills with ability be able to assess data or situations from multiple angles and make decisions and ability to problem-solve.

• Strong communication skills, both written and verbal.

• Proficiency in accounting software and Microsoft Office Suite (especially Excel).

Why should you join us?

• Be part of a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.

• Be part of the start-up team in KL with the ability to have direct input and involvement in the processes towards the expected fast growth.

• Convenient office location in the city for commuters.

• A competitive salary and excellent benefits, including full comprehensive Health insurance, Life insurance, additional company leave days after your first 12 months, volunteer leave, sick days, referral bonuses, and more.

• A hybrid 3+2 model combining working from the office and from home.

• We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.

 About FNZ  

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future. 

If this role appeals to you, please apply by the 12th of January 2025.

*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time. 

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.