Principal Advisory Officer - Taxation

Principal Advisory Officer - Taxation

NSW Trustee and Guardian

Are you passionate about supporting the people of NSW? We have a unique opportunity for an experienced Taxation Professional!

• 1x Temporary full-time opportunity of 12 Months with the possibility of extension, working 35 hours per week.
• Parramatta location with flexible and hybrid working options available.
• Clerk Grade 7/8. Base salary $110,266 to $122,058 p.a. plus superannuation and annual leave loading.

About us

At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

Our commitment to diversity

Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.

About the team

The Taxation team is part of the Legal and Professional Services division that provides expert legal, taxation, financial planning, and genealogy services to customers across the entire agency.  

About the role

The Principal Advisor - Taxation is responsible for preparing complex tax returns and leading a team of tax officers, advisors and support personnel deliver quality, timely, effective and customer focused taxation services for trusts, estates, power of attorney clients and clients under financial management order; estimating and reserving funds for taxation of trusts and estates and providing advice to relevant stakeholders where necessary.

Reporting to the Senior Manager Taxation, this role will see you:

• Provide taxation advice to customers and staff of NSWTG in a concise manner
• Prepare complex taxation returns for NSWTG’s trust, deceased estates and financially managed customers
• Ensure the taxation returns prepared by team members meet the necessary standards and lodge them with ATO
• Motivate and coach team members
• Contribute to continuous improvement by identifying gaps in productivity, procedures and risks
• Exemplify high performance through role modelling NSWTG’s values and behaviours.

For more information about the position, view the role description

About you

We strongly encourage you to apply if you have the following skills and experience:

• Relevant tertiary qualifications. Taxation qualification will be considered as an advantage
• Extensive experience in preparing taxation returns for deceased estates, testamentary and other trusts and individuals
• Wide knowledge of taxation law provisions and ATO rulings relating to individuals, deceased estates, testamentary and other trusts
• Well-developed written and verbal communication skills, with the ability to express complex taxation concepts in an easy-to-understand manner
• The ability to work collaboratively with other divisions within NSWTG to deliver customer service excellence
• Ability to promote and enhance a positive culture within the team and other staff within NSW Trustee and Guardian

Sound like you? We would love to hear from you!

What we offer

NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:

• work-life balance with flexible work options including flex leave
• leave options including 14 weeks parental or adoption leave
• career development including study leave
• Fitness Passport

For more information about joining us, visit the Careers page on our website.

Applying for the role

• Complete the online application.
• Submit a resume (maximum five pages) and a cover letter (maximum two pages) outlining your skills, experience and suitability.
• Answer the following targeted question below when prompted within the application form. (300 words max)

Targeted Question: This position is suitable for someone with extensive experience in preparing tax returns, mainly for trusts and deceased estates, specifically a minimum 800 such returns. Please specify the number of tax returns (for trusts and deceased estates) you have completed?

Read: writing your job application for tips with the application process.

Applications close: 11:59pm, Thursday 9th January 2025

Please be advised that our offices will be closed from Monday, 23rd December 2024, to Friday, 3rd January 2025. We will resume operations on Monday, 6th January 2025, and will respond to your queries at that time. Interviews for this role are scheduled to take place in the last week of January 2025.We wish you a pleasant holiday season and a very happy New Year.

For enquiries about the role, please contact Nick Saverimuttu, Senior Manager, Taxation on Nick.Saverimuttu@tag.nsw.gov.au

For enquiries about the recruitment process, please contact Hina Maudarbocus, Talent Advisor on hina.maudarbocus@tafensw.edu.au.

Please do not send your applications directly via email, LinkedIn or SEEK. Only applications submitted via the online portal will be accepted. 

Please note:

• If you need an adjustment in the recruitment process or workplace, please let us know.
• Offers of employment will be subject to reference checks and relevant clearances.
• A talent pool may be created for future ongoing and temporary roles and is valid for 18-months.