Tax Advisor

Overview

Join Mercer’s New Zealand Fund Services team as a Tax Advisor based in Auckland or Wellington. This hybrid role offers flexible working arrangements and the chance to contribute to tax compliance across Mercer Funds.

Key Responsibilities

• Assist the NZ Tax Manager with compliance duties involving income tax and PIE (Portfolio Investment Entity) tax for Mercer Funds.
• Work closely with external tax advisors, custodians, and registries to ensure all tax-related information and filings are accurate and compliant.
• Review income tax provisions, trust distributions, tax statements, and unit pricing tax accruals to ensure alignment with company policies.
• Ensure all funds comply with internal policies, procedures, and risk management frameworks related to taxation.
• Participate in tax-related projects including new business proposals, restructuring of funds, and product development initiatives.

Candidate Profile

• Educational background in business, accounting, tax, law, commerce, or related fields. Progress toward CA qualification is a plus but not mandatory.
• At least 2 to 3 years of post-qualification experience in tax roles, ideally with some background in financial services.
• In-depth technical knowledge of New Zealand tax laws, particularly those applying to unit trusts and PIE taxation.
• Excellent analytical, problem-solving abilities with a keen attention to detail.
• Strong communication and interpersonal skills to collaborate effectively with a range of stakeholders.

Differentiators

• Experience in financial services or fund management sectors.
• Ability to build and maintain productive working relationships across teams.
• Knowledge of tax compliance procedures within fund accounting frameworks.
• Proactive attitude toward contributing to tax policy assessment and evolving business needs.

Why Join Mercer

• Opportunity to expand your professional skills through development programs and engaging work.
• Work in an inclusive, dynamic culture with talented colleagues focused on meaningful impact.
• Access to diverse career progression avenues within a global organisation.

Additional Information

Mercer operates under Marsh, a global leader in risk management and consulting with presence in over 130 countries. The company supports diverse and flexible working environments that value inclusivity across gender, ethnicity, age, disability, and other protected characteristics. The role expects hybrid working with a minimum of three days per week onsite presence, including at least one designated anchor day when the full team collaborates in person.