Regulatory & Taxation Specialist, Senior Associate
- Recruiter
- State Street Australia
- Location
- Sydney, New South Wales, Australia
- Salary
- Competitive
- Posted
- 27 Sep 2018
- Closes
- 01 Oct 2018
- Ref
- 4585009
- Contract type
- Permanent
- Hours
- Full time
Client Service
- Understand client Regulatory and Tax Reporting Requirements and business objectives, delivering solutions in an accurate and timely manner
- Ensure client specifics are kept up to date and look for ways to streamline services, ensuring greater productivity
- Build trusting relationships with internal stakeholders and clients
- Respond promptly to client and auditor queries with respect to tax, regulatory and financial reporting services
- Assist manager in communicating product development, legislative changes and SSAL initiatives to the clients.
- Participate in client presentations when required
- Ensure billing template accurately reflects services on a monthly basis
- Ensure Monthly KPIs are updated
Technical - Deal with regulatory and tax technical issues within the financial services industry, including assessment and explaining how these apply to clients
- Consulting on regulatory and tax technical issues to other internal business unit managers
- Impart tax technical knowledge to staff within the team
- Ensure tax policies are in line with legislative changes and industry practice
Operational and staff management - Through your planning ensure client deliverables are completed accurately and on time
- Seek ways of improving operations within the team
- Working with the tax managers to lead and manage a team of people - both direct and indirect reports - "Lead by example"
- Promote and support initiatives within the team, other Product Groups and SSAL areas
- Provide appropriate training and coaching to team members
- Assist in ensuring timely billing to clients of services provided
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
- Complete all internal compliance training in a timely manner.
- Regulatory or Taxation financial services experience - in particular investment trusts and superannuation funds
- Minimum 4 years of work experience in accounting, legal, financial markets, custody or other relevant work area
- Near completion/completed CPA or CA or other relevant qualification
- Strong accounting standards or 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
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