16 Sep
|
Moodys Analytics
|
Gurugram
16 Sep
Moodys Analytics
Gurugram
Acuity Analytics (the trading name of Acuity KnowledgePartners) is a global, tech-first organization helping financial institutionsand corporates make better decisions through research, data, analytics andAI-enabled solutions. We combine deep financial services expertise with strongengineering, digital and AI capabilities to solve complex, real-world problems.
With a team of 7,200+ analysts, data specialists andtechnologists across 28 locations, we work with more than 800 organizationsworldwide to drive efficiency, unlock insight and deliver measurable impact.Our success is built on the strength of our peopleby investing in talent,encouraging collaboration and creating room to grow, we enable our teams to dotheir best work for clients.
Acuity became an independent business in 2019 followingits acquisition from Moodys Corporation by Equistone Partners Europe. In 2023,funds advised by global private equity firm Permira acquired a majority stake,with Equistone remaining a minority investorsupporting our continued growthand innovation.
For more information, visit
Basic information
Position Title
Delivery Lead
Experience Level
8 years and above
Department
Private Markets
Location
Gurugram
Organizational relationships
Position reports to
Delivery Manager
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.
Robust 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
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Delivery Lead - Taxation (Gurugram)
🏢 Moodys Analytics
📍 Gurugram