Analyst - Platforms Tax

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. 

For us, these are exciting times. There’s a real opportunity for talented professionals to help shape the future of financial services while contributing to the ongoing growth of one of Australia’s leading wealth platforms.

Help people create their tomorrow, while you create yours

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions and major life transitions, we help people unlock their financial potential so they can create their tomorrow.

Our North wrap platform has been built for advisers, by advisers. It enables advisers to manage investments through a competitive and innovative offering. As part of the North Investment Operations team, you’ll help ensure the accuracy, compliance and integrity of tax processes that support thousands of investors and members. 

How you’ll make an impact

As an Analyst – Platforms Tax, you’ll act as a key subject matter expert in member and investor tax records. You’ll play a critical role in ensuring North platform tax calculations, processes and reporting remain compliant with tax legislation and documented procedures while supporting operational excellence across the business. 

In this role, you will:

• Processing tax profiling of investment income ensuring the income is reported accurately in the tax reporting outputs of the platform including IDPS tax statements, annual tax statements, AIIR reporting to ATO and other regulatory reporting. 
• Support system implementation and testing of corporate action tax outcomes 
• Validate cost base impacts and investor reporting consequences 
• Respond to ad-hoc tax queries from the North Service Centre while helping uplift tax capability across Operations teams. 
• Conduct testing of North platform changes and software releases to ensure tax calculations remain compliant with documented procedures. 
• Monitor and test tax calculation batch jobs to ensure correct outcomes. 
• Support the operational implementation of tax law updates in partnership with Group Tax. 
• Ensure accuracy of annual IDPS tax statements and taxable income reporting. 
• Review and test annual tax reporting obligations, including AIIR reporting. 
• Partner with stakeholders to ensure system and product changes maintain tax correctness. 
• Maintain tax procedure documentation and contribute to broader organisational tax capability.

What you will bring to the team

Ideally, you will bring the following experience and capabilities:

• Experience in a tax, accounting, financial services or related professional role within a fast-paced customer-focused environment. 
• Knowledge of wealth management products and financial planning processes. 
• Understanding of Australian tax and accounting principles.
• Understanding of AMIT / AMMA and SDS tax components, AMIT cost base adjustments and their downstream impacts   
• Knowledge of financial services regulatory and compliance obligations. 
• Understanding of superannuation tax rules, including contribution caps, preservation, PAYG withholding and pension standards will be highly regarded. 
• SQL skills will be advantageous. 
• Relevant tertiary qualifications in accounting, tax, finance or a related discipline, or a willingness to undertake further study. 

You’ll thrive here if…

You enjoy digging into technical detail while maintaining a strong customer focus. You’re naturally curious, analytical and comfortable working through complex issues to find practical solutions. 

You build strong relationships across teams, communicate confidently with stakeholders and enjoy collaborating to deliver outcomes that improve customer experiences and operational effectiveness. 

You’ll thrive in this role if you enjoy working in an agile environment, take ownership of your work, have exceptional attention to detail and are motivated by continuous improvement. 

Why we think you’ll love working at AMP

Doing what we’ve always done is not an option, so your ideas will get airtime here. You’ll be encouraged to speak up, challenge the status quo and contribute to meaningful improvements. 

We know there’s no one way of doing things. You won’t have to sacrifice who you are or how you work to fit in here. We’re inclusive, flexible and committed to supporting your wellbeing and professional growth. 

Most importantly, you’ll be surrounded by talented people who are passionate about delivering great outcomes for customers and helping shape AMP’s future. 

We believe in the power of inclusion and diversity

We’re dedicated to fostering inclusion, diversity and a sense of belonging at AMP. Diverse perspectives make our workplace stronger, drive innovation and help us deliver better outcomes for our customers. 

We’re your allies in finding the right fit. When you apply, let us know how we can support you to put your best self forward during our recruitment process. 

Ready to create your tomorrow?

If you’re someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we continue to transform an iconic Australian brand for the future. Through a series of career-defining experiences, create your own tomorrow. 

Don’t procrastinate! We review applications as they are received and may close the role earlier if we find the right candidate. 

Looking forward to meeting you.