Marsh & McLennan Tax Leader - Wealth in Melbourne, Australia

About the role The Taxation Leader will be responsible for the management of all tax responsibilities of the Mercer Funds in Australia. In particular, the role will have responsibility for managing the delivery of regular tax compliance services and the co‐ordination of services provided by Mercer’s external tax advisors.
The Taxation Leader will also have responsibility for the review and implementation of tax related policies and processes and to work with Mercer’s product and investment teams on key product initiatives. The role oversees a small taxation team providing taxation related services to our Consumer Wealth, Institutional Wealth and Mercer Administration Services clients.


Management of Mercer’s direct and indirect tax compliance responsibilities including income tax, capital gains tax, GST etc.

Management of Mercer’s external tax advisor relationships and work in partnership with the external advisors where required

Work with the Funds custodians to ensure that they are providing appropriate information for income tax and GST purposes

Review of the Funds annual income tax provision for financial statement purposes and manage the review of trust distributions and tax statements

Ongoing review and management of Funds’ unit pricing tax accruals and DTA positions in line with Board policies and agreed processes

Ensuring that the Funds operate within the requirements of relevant tax policies and procedures and risk management/compliance framework

Participation in and management of other tax related initiatives such as new business proposals/installations, and assisting the Investments business with Fund restructures/new funds etc. Qualifications Skills and experience:

Tertiary qualifications in business, accounting, commerce or a related discipline

CPA or CA qualified

Ideally, 10-15 years minimum post qualification experience in tax roles preferably with experience in managing the taxation arrangements of superannuation fund and/or investment trusts

Strong technical knowledge of superannuation and unit trust accounting and tax matters

Comfortable working in a ‘hands on’ role within in a small team

Well-developed interpersonal and communication skills, including the ability to communicate effectively with and influence a wide range of stakeholders

Expertise in developing and maintaining effective stakeholder relationships Mercer offers a supportive team environment with a focus on work/life balance combined with flexible work hours and a competitive salary package. If you have what it takes to quickly slot into this role and deliver immediately then APPLY now to Parisa Holden using the link provided.

About Mercer

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today. Applications will only be accepted from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

Mercer is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their sex, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

Please note should your resume be shortlisted, you will receive a link from HireVue to complete a digital video interview as part of the recruitment process. Once you have completed and returned the HireVue video interview a member of our Talent Acquisition team will make contact with you within two weeks. We hope you enjoy the process and look forward to viewing your interview very soon. R033272-en R033272