About This Role
This analytical tax role supports FirstCape and its brands in delivering tax compliance, reporting, and governance obligations. The role suits a detail-focused individual who will help prepare tax calculations, reconciliations, and returns within a complex financial services group, while also undertaking technical tax research. This is an opportunity to build technical tax expertise in a regulated environment and contribute to tax governance initiatives.
Responsibilities
- Assist with the preparation and submission of tax returns and related filings, including provisional tax, income tax, GST and FBT returns, imputation credit account calculations and withholding tax obligations
- Gather, analyse and validate the financial and operational data required for tax compliance
- Prepare and maintain accurate, well-organised tax reconciliations, workpapers and supporting documentation for Group tax filings
- Help maintain the tax compliance calendar and support the timely completion of filing and payment obligations
- Assist with information requests and queries from the wider Finance team, Business Units, external advisers, auditors and tax authorities
- Research and analyse tax legislation, Inland Revenue guidance and relevant industry developments
- Prepare supporting analysis for technical papers, advisory matters and tax projects
- Assist with implementing approved tax positions within Finance and Business Unit processes
- Provide tax support for transactions, governance activities and business improvement projects as required
- Continue developing technical tax knowledge and awareness of relevant legislation, Inland Revenue guidance and industry developments
- Maintain high-quality documentation, workpapers and audit trails supporting tax calculations, positions and compliance outcomes
- Help ensure the accuracy and integrity of data used in tax calculations and reporting
- Support the operation and continuous improvement of established tax processes, policies, controls and governance frameworks
- Identify and promptly escalate discrepancies, errors or risks to the Tax Manager
- Understand and follow the policies and procedures relevant to the role, while putting clients’ needs first and treating clients fairly and with integrity
Requirements
- Strong attention to detail and a commitment to accuracy
- Strong analytical and problem-solving skills
- Excellent organisation and the ability to manage deadlines and competing priorities
- Clear and professional written and verbal communication skills
- A willingness to learn and develop technical expertise in a complex, regulated environment
- The ability to collaborate effectively and support wider organisational and business outcomes
- A relevant tertiary qualification in accounting, finance or a related field
- A CA ANZ qualification, or an equivalent professional qualification, that is completed, in progress or intended
- Two to five years’ experience in tax, accounting or finance, ideally within professional services or financial services
- Developing knowledge of New Zealand income tax, GST and withholding tax regimes
- Strong Excel and data-handling skills
- The ability to follow established processes and maintain accurate documentation
- Right to work in New Zealand
Nice to have:
- Exposure to financial services, funds management or wealth management environments
- Familiarity with Microsoft Dynamics 365
Benefits
- Wellbeing support
- Volunteer days
- Great company culture
- Outstanding development and learning opportunities
Important Details
- Locations: Auckland or Wellington
About the Company
FirstCape brings together JBWere, Harbour Asset Management, and Consilium to form one of New Zealand’s largest wealth advisory and asset management businesses. It delivers an enhanced and broadened product offering to help clients achieve their goals at whatever stage of their investment life cycle.
