Analyst, Tax Operations

About Us

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. 

Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years.

With assets under management of approximately $266.1 AUD billion (at 31 December 2025), we prioritise the interests of over 831 institutional investors worldwide. IFM operates from 16 offices across Australia, Europe, North America and Asia.

For more information, visit ifminvestors.com.

The Opportunity

At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.

So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.

Business Overview

Our Operations, Data & Technology team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including:

• Transaction Management & Support
• Investment Operations & Client Service
• Investment Risk & Execution Oversight
• Business Transformation
• Investment Accounting & Tax Services
• Implementation
• Information Technology

The Role

The Analyst, Tax Operations will assist with IFM’s ongoing global tax reporting obligations. This will include FATCA/CRS compliance, Australian 3rd party reporting (e.g. AIIR), global withholding tax requirements and US investor tax reporting.  

You will have day-to-day responsibility for delivering key components of the end-to-end compliance process. This includes activities such as reviewing investor tax documentation to meet AEOI and US withholding obligations, preparing reporting data, and working with external vendors to finalise reporting deliverables.

In addition, you will support the monitoring of regulatory changes relevant to Tax Operations and assist in assessing impacts on existing processes and obligations.

The role will also involve contributing to the implementation of changes arising from new tax laws, regulatory requirements, new products, or evolving investor profiles. 

Identifying opportunities to reduce risk, improve data quality, and enhance process efficiency will be key to success in this role.

Your Background and Experience

• 3+ years’ experience in tax accounting, preferably in funds management or other financial services roles (including ‘Big 4’ firms) 

• Tertiary qualification in tax, accounting, law, business, finance, economics or a related field

• CPA/CA qualification preferred 

• Experience in the following areas will be highly regarded but not mandatory:

  • investor tax withholding and reporting obligations across a range of jurisdictions, especially in relation to CRS, FATCA, AU 3rd-party reporting (AIIR, AMMA, etc) and US regulatory reporting e.g. 1042-S and 1099

  • other general financial services tax compliance

• General understanding of the funds management and the financial services industry

• Knowledge of investment accounting including trust and partnership tax accounting and allocations of trust and partnership income will be highly regarded but not mandatory

Ready to invest in what matters?
With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more.

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at [email protected]