Position Description
Part A - Role Specification
Role Title:
Manager, Transaction Tax
Department:
Investments
Level:
Position Statement (succinct statement of why the position exists)

The role is designed to lead the direct investment tax structuring process as part of the Investments
Department’s Commercial team. It will involve substantial interaction with the Property and Infrastructure
teams, the broader Commercial team (including Investment Tax) and Group Tax. The role will report to the
Senior Manager, Commercial.
Key Duties (what is done, how it is achieved and what the end result is)

Lead the tax due diligence process for both direct and indirect investments at acquisition and at disposal
(including the unwinding of structures). This will involve working closely with Investment Tax, Group Tax
and Portfolio Managers (primarily Property and Infrastructure) to identify the preferred tax structure.

As part of the deal team for each new investment, work with colleagues in the Investments Legal team to
ensure transaction documentation reflects the structure identified.

Ensure proposed investments comply with Australian and International tax law and meet all requirements
of the Fund’s tax risk policies. This will involve liaising with Group Tax function and external advisers and
obtaining relevant approvals from Senior Management and Committees (where relevant).

Ensure all tax related issues at completion, during the holding period and at exit are identified and
communicated to all affected parties (including the Investment Tax team) so appropriate compliance
programs can be implemented.

Assist in the selection of external tax advisers, assess adviser performance and determine the optimal
service model for each investment (from a tax perspective) in consultation with colleagues.

Identify preferred models/structures in advance of the Fund making investments domestically and in
foreign jurisdictions (for direct investments).

Ensure the tax aspects of the asset manual for each direct investment is completed in a timely and
accurate manner.

Provide assistance on various Investment Tax projects and Investment projects in general.

Provide assistance to the internal Investment Managers on day to day queries on investments and
potential investments.
Quantitative Data (e.g. Number of Staff)
 Staff (direct reports): 1
 Budget: determined on a transaction by transaction basis.
Delegations, Authority Levels, and Decision Making (including decisions made by incumbent as well
as referrals to higher authority)
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
Financial Delegation: recommending fees to be paid to external parties.

Briefing of external advisors for undertaking tax advisory assignments.
Part B - Person Specification
Qualifications (indicate whether mandatory or desired)
Mandatory
 Tertiary qualifications in Business, Accounting disciplines or Tax Law
Desired Experience Profile:
 5-10 years of experience with the tax structuring of direct unlisted investments within a superannuation or
funds management environment, particularly across offshore jurisdictions
 Advanced understanding of taxation legislation in relation to investment markets and securities
 Advanced analytical skills and ability to persist with tasks that require a high attention to detail
 Decisive, has sound judgment and present their arguments in written and verbal form
 Understanding of accounting and taxation principles
 Ability to form strong working relationships with internal and external stakeholders
 Experience with the preparation of reports, undertaking analysis of information and drawing of conclusions
 Self-starter and comfortable working in a small team where direct involvement in tasks is required.
 Has developed the capability to know when to consult with colleagues and their manager
 Knowledge of superannuation funds’ taxation requirements
Part C – Required Competencies
Competencies Profile
(See Competency Dictionary for details)
Competency
Required Level (Developing/Effective/Strength)
Shapes member experience
Effective
Technical competence
Strength
Business and industry awareness
Effective
Relationship–building and partnering
Strength
Embracing challenge
Strength
Informed and decisive judgement
Strength
Results delivery
Strength
Clarifying direction
Strength
Part D – Additional Information
Additional Information
Key challenges for the incumbent of this role include:
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 Balancing the competing demands made on time
 Keeping abreast of rapidly changing market trends and industry developments/legislative developments
and responding proactively.
 Identifying the systems and processes that will be required for a rapidly growing fund that is seeking to be
seen as an industry leader.
 Developing appropriate systems and processes from scratch.
 The role is located at Level 33, 50 Lonsdale Street, Melbourne
 AustralianSuper is an Equal Opportunity Employer.
 In the context of Occupational Health and Safety policies, procedures, training, and instruction, employees
are responsible for ensuring that they:
o Follow reasonable instruction;
o Cooperate with their employer; and
o At all times, take reasonable care for the safety of others in the Workplace.
This description is indicative of the range of job requirements and accurately reflects the requirements of the
role at the time of writing. Due to the nature of the work environment changes may occur to this role over
time. The job comprises other duties as required.
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