Tax Advisor

Role Overview

We are inviting a skilled professional to join our New Zealand Fund Services team at Mercer. This position is based in either Wellington or Auckland and offers a hybrid working arrangement with flexibility.

Key Responsibilities

• Assist the New Zealand Tax Manager in managing tax compliance for Mercer Funds, covering income tax and PIE tax adherence.
• Work collaboratively with external tax consultants, registries, and custodians to guarantee precise tax reporting and compliance.
• Examine annual income tax provisions, trust distribution statements, tax documents, and unit pricing tax accruals to ensure alignment with company policies.
• Ensure that all funds comply with current tax policies, procedures, and risk management frameworks.
• Participate in tax-related projects including new business proposals, fund restructures, and product initiatives.

Candidate Requirements

• Post-secondary qualifications in fields such as business, accounting, tax, law, commerce, or allied disciplines. Progress towards Chartered Accountant qualification is acceptable though not mandatory.
• At least 2 to 3 years of experience in tax roles following qualification; experience within financial services is an advantage but not essential.
• Comprehensive technical expertise in New Zealand tax legislation, particularly regarding unit trusts and PIE taxation.
• Strong skills in analysis, problem-solving, and meticulous attention to detail.
• Outstanding communication and interpersonal abilities to effectively liaise with multiple stakeholders.

Preferred Attributes

• Previous experience in financial services or fund management sectors.
• Demonstrable success in establishing and nurturing effective collaborative relationships across teams.
• Knowledge of tax compliance within fund accounting environments.
• Proactive contribution to the review of tax policies and new business ventures.

Why Join Mercer

• Professional growth supported by engaging work and encouraging leadership.
• An inclusive, dynamic workplace culture promoting collaboration and impact.
• Wide-ranging career advancement opportunities due to Mercer’s global presence.

Additional Information

Mercer operates as a part of Marsh, a global leader in risk management, reinsurance, investments, and management consulting. Committed to diversity and inclusion, Mercer cultivates a flexible hybrid work environment requiring in-office presence at least three days weekly. The company strives to attract talent from all backgrounds and protect against discrimination.