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Tax & Financial Reporting

Locations: Melbourne, Victoria Job Function: Operations - Transaction Services Employee Status: Regular Job ID: 19134350

Citi is a leading global financial services company providing consumers, corporations, governments and institutions with a broad range of financial products and services. These include consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We have 200 years of experience helping our clients and connecting millions of people across hundreds of countries and cities.

Your role as a Tax & Financial Reporting Manager will be to lead a small team responsible for the successful delivery of tax, financial statements and other regulatory reporting to our superannuation fund and managed investment trust clients.

Core to this role is ensuring high quality, accurate and timely reporting with an exceptional level of attention to detail. This will involve an ability to analyse and resolve complex technical and operational issues. You will be responsible for liaising with clients and their service providers and be competent to discuss technical tax and accounting topics and industry trends. You will also be responsible for identifying, analysing, monitoring and communicating risks and controls within the team. Your challenge will be to drive continuous process improvement and collaborate with internal stakeholders on technology developments to meet business and client expectations.


  • Delivery of business activity statements, distribution calculations and tax returns
  • Delivery of financial statements, APRA and ABS regulatory reporting
  • Reconciliation of accounting to taxable income
  • Review procedures and controls
  • Drive process improvement


  • Ensure the business unit maintains the ethical standards contained in the Code of Conduct
  • Adhere to firm policies and procedures, regulatory and legislative requirements


  • Strong accounting and tax knowledge including the ability to respond to clients and their external auditor/advisor queries
  • Financial services industry
  • Global financial markets
  • Strong leadership/management skills and the ability to work in a team environment
  • High level of continuous process improvement and system development capability
  • Ability to work under pressure to meet varying deadlines and work volumes
  • Exceptional analytical skills to review and challenge results
  • Strong written and verbal communication skills


  • CA/CPA or other relevant qualification
  • Australian citizen or hold permanent residency in Australia
  • Minimum 5 years of tax and regulatory reporting experience for superannuation funds or managed investment trusts

When you work at Citi, you will be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and use the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi Australia is an Employer of Choice for Women and supports a flexible work environment.

Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see



Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - AU


Time Type :Full time


Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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