Tax Advisor

Tax Advisor

We are seeking a talented individual to join our NZ Fund Services team at Mercer. This role will be based in Wellington or Auckland. This is a hybrid role and Mercer offers flexible working.

We will count on you to:

• Support the NZ Tax Manager with tax compliance responsibilities across Mercer Funds in New Zealand, including income tax and PIE tax compliance.
• Collaborate with external tax advisors, registry and custodians to ensure accurate tax information and compliance.
• Review annual income tax provisions, trust distributions, tax statements, and unit pricing tax accruals in line with policies.
• Ensure Funds operate within relevant tax policies, procedures, and risk management frameworks.
• Contribute to tax-related initiatives such as new business proposals, fund restructures, and product projects.

What you need to have:

• Tertiary qualifications in business, accounting, tax, law, commerce, or related discipline. Could be working towards completing CA but not necessary to be CA qualified.
• Minimum 2-3 years post-qualification experience in tax roles; financial services experience preferred but not essential.
• Solid technical knowledge of NZ tax policy, especially relating to unit trusts and PIE taxation.
• Strong analytical, problem-solving, and attention to detail skills.
• Excellent interpersonal and communication skills to engage effectively with diverse stakeholders.

What makes you stand out:

• Experience working within financial services or fund management environments.
• Proven ability to develop and maintain effective stakeholder relationships across multiple teams.
• Familiarity with tax compliance processes in a fund accounting context.
• Ability to contribute proactively to tax policy reviews and business initiatives.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities.