Role : Tax Product Manager - Custody Services

Location: Sydney

Work Arrangement - Hybrid

About the Role

A leading financial institution is seeking a Tax Product Manager to oversee its Direct Custody business in Australia, supporting both domestic and global clients with tax relief services on portfolio investments.

As part of a market-leading custody platform you'll:

• Manage tax product delivery for direct custody clients in Australia
• Act as a global custodian providing tax relief on investments across jurisdictions
• Ensure correct withholding tax rates are applied to Australian and non-Australian assets
• Lead regulatory reporting processes, including AAIR (Annual Investment Income Report) with ATO
• Provide guidance on market practice and tax relief mechanisms
• Identify and address gaps in tax operations and governance

Key Responsibilities

• Oversee tax reporting obligations and client tax information requirements
• Maintain strong governance and controls across custody tax processes
• Collaborate with global teams
• Stay ahead of market developments and regulatory changes impacting custody tax

Skills and Experience

• 5-10+ years' experience in custody or tax product management
• Australian tax regulations and withholding tax on portfolio investments
• Proven ability to work independently and lead initiatives
• Experience with tax reporting and regulatory frameworks
• Background in governance and operational controls
• Prior experience in a custody business is highly desirable

If you're ready to lead tax product strategy in a high-impact role, we'd love to hear from you!

Madhuri Mhanta
Key Accounts Consultant
Let's Connect
https://www.linkedin.com/in/madhuri-mhanta-5a4a7a17
+ 61 386 334 112

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Aboriginal and Torres Strait Islander people are encouraged to apply.

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State: QLD, licensee/s Manpower Services (Australia) Pty Ltd, LHL-02026-D5L4Q. State: QLD, LHL-02014-Y5F6D. State: SA, licensee/s Manpower Services (Australia) Pty Ltd, LHS 288856