Tax Manager – Investments & Governance

Company:Mercer

Description:

We are seeking a talented individual to join our Finance Operations team. This role will be based in Melbourne and is a hybrid position requiring at least three days per week in the office.

Taxation Manager – Investments & Governance

The Taxation Manager – Investments & Governance will lead and manage tax-related activities within the investments and governance functions. This role is responsible for overseeing investment due diligence, managing tax governance processes, coordinating with internal and external stakeholders, and ensuring compliance with regulatory requirements. The position plays a key role in supporting Mercer Super Fund and Mercer managed funds, managing foreign tax filings, supporting business restructures, and assessing new tax developments to support the organisation's strategic objectives.

We will count on you to:

• Conduct thorough tax due diligence for proposed investments by reviewing legal documents and proposed investment structures, analysing tax implications to identify risks and opportunities, and coordinating with internal teams (investment, legal, implementation) and external advisers to facilitate smooth transaction execution.
• Manage tax governance for Mercer Super Fund and Mercer managed funds, including updating the significant transactions register and tax risk register, preparing risk and compliance reporting, updating internal tax policies and documents, assisting with regulatory reviews (e.g., CAR), reviewing third-party tax policies and testing their processes and controls (e.g., Custodian, Administrator), and managing annual reviews and attestations including third parties and Annual Representation letters.
• Oversee ongoing investment monitoring and compliance by managing various investment-related testing (e.g., CFC, Division 6C), supporting testing of controls across tax functions, regularly monitoring investments to ensure accurate Australian and foreign tax reporting and compliance, managing foreign tax filings as required, liaising with overseas tax advisers, and identifying and addressing any tax issues arising during the lifecycle of investments.
• Provide technical tax support to internal stakeholders such as Fund Accounting, Unit Pricing, and Treasury, and report to various Committees and Boards on tax developments and changes.
• Participate in and manage tax-related business initiatives and projects, including new business proposals, new client installations, and industry developments.

What you need to have:

• Bachelor’s degree in Accounting, Finance, Law, or a related field; professional qualifications such as CPA, CA, or Masters of Law are preferred.
• Strong experience in investments tax, tax advisory/compliance, or a related field, preferably within managed funds, superannuation, or financial services.
• Strong understanding of Australian taxation laws and regulations related to investments and managed funds.
• Proven ability to work collaboratively with diverse stakeholders and manage multiple tasks and projects simultaneously.

What makes you stand out:

• Knowledge of foreign tax laws (e.g., US, Luxembourg) is an advantage.
• Experience reviewing legal documents related to investments.
• Strong analytical, problem-solving, interpersonal, and communication skills.

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.