Delivery Manager - Taxation

Basic information

Position Title

Delivery Manager

Experience Level

12 years and above

Department

Private Markets

Location

Gurugram

Organizational relationships

Position reports to

Director

Job Purpose

We are seeking a detail-oriented and proactive Tax Compliance & Reporting Specialist to manage Australian tax compliance, investor reporting, and tax documentation for our clients. The role involves coordination with cross-functional teams, external advisors, and fund administrators to ensure accurate and timely tax filings and reporting.

Key responsibilities

n Annual Compliance & Filings: Coordinate and review Australian Federal and State tax filings ensure timely and accurate disclosures.

n Quarterly Estimates: Calculate and file estimated tax payments; maintain supporting workpapers and reconciliations.

n AAS/AASB Audit Support: Assist with tax provisions, deferred tax calculations, and footnote documentation for audits.

n ATO Exemptions: Monitoring & determining eligibility for exemptions like remitting amounts to the ATO via single touch payroll

n Tax Structuring: Prepare equity playbooks and tax memos; support deal structuring and tax-efficient distribution planning.

n Tax Authority Correspondence: Track and respond to ATO Tax legislations/state notices; escalate and coordinate with legal and external advisors.

n Tax Form Management: Prepare and update Australian tax forms (TFN, NAT0 660, NAT 0659, NAT 71121); ensure compliance and documentation accuracy.

n Withholding & Exemptions: Apply PAYG withholding rules (CFI, Treaty Relief, interest withholding tax exemptions, etc); determine exemption eligibility and maintain accurate records.

n Legal Document Integration: Update Ontra (or similar platforms) with tax terms, filing statuses, and compliance checkpoints from legal agreements.

n Client Coordination: Serve as a key contact for tax-related client communications; ensure timely updates and document uploads to internal and external platforms.

n Data Reconciliation: Reconcile investor/entity data between internal systems and external platforms.

n PFIC Statement Management: Request, track, and manage PFIC statements for relevant entities.

Key competencies

• 7+ years of experience in Australian taxation, preferably in tax compliance, legal/tax advisory firms.
• Strong knowledge of Partnership taxation, Individual taxation, Trust, PAYG Reporting and Investment fund structures (FoFs, Private Equity, Credit).
• Hands-on experience with Australian withholding tax rules and exemption certifications & notice management
• Familiarity with tax compliance software (e.g., GoSystem, CCH Axcess, OneSource, Enterprise tax reporting and compliance) and tax research tools (e.g., CCH iKnowConnect, Checkpoint, ATO Website).
• Excellent analytical, organizational, and communication skills.
• CA, CPA Australia preferred.
• Excellent in MS Excel to process varied data sets
• Ability to work effectively under tight deadlines
• Should be an independent contributor and his/her work require minimal QC