Head of Investment Tax
Core
Lead a high-performing team delivering strategic tax advice across a global investment portfolio to maximize post-tax outcomes for members.
Role type
Head of Investment Tax (Senior Leadership)
Builds
Strategic tax governance, investment tax strategy, and tax technology solutions for a superannuation fund.
Domain
Superannuation / Funds Management / Global Investment Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic investment tax advice, tax structuring, tax due diligence, financial modelling, global tax law monitoring, team leadership, stakeholder negotiation, tax technology implementation
Preferred skills
US/UK/European tax knowledge, AI/automation expertise
Technologies
AI, automation, tax technology platforms
Responsibilities
Lead the Investment Tax team; analyze investment opportunities and undertake tax due diligence; review tax structures of existing assets; collaborate with Group Tax on compliance; monitor global tax law changes; engage with global regulators; support Investment Operations and Unit Pricing teams; enhance investment tax governance; manage external tax advisory relationships; contribute to tax technology roadmap.
Seniority
Senior, hands-on IC with leadership responsibilities
