Head of Tax & Corporate Actions
About Netwealth
Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.
Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.
But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.
If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.
The opportunity
This is a pivotal leadership role within Customer Operations, accountable for the end‑to‑end tax and corporate actions function across a complex, fast‑growing and highly regulated financial services environment.
About the role
As Head of Tax & Corporate Actions, you’ll provide strategic leadership and oversight across all tax and corporate actions outcomes, ensuring accuracy, integrity and compliance at scale. You’ll lead high‑performing teams, partner closely with Product, Technology, Risk, Finance and Legal, and play a key role in shaping operating models, system capability and automation as the business continues to grow.
This role is responsible for outcomes across:
Corporate action event processing
Capital gains tax (CGT) integrity
Income and capital transaction integrity
Tax reporting and year‑end delivery
Managed fund rebate agreements
Regulatory and legislative compliance
What you'll be doing
Provide strategic leadership, governance and accountability for tax and corporate actions operations
Ensure accurate, timely and compliant delivery across BAU and peak periods
Lead year‑end tax processing and regulatory reporting
Drive automation, system enhancement and process improvement initiatives
Partner with senior stakeholders to influence product design, regulatory responses and change programs
Build a resilient operating model with strong risk, control and governance frameworks
Lead, develop and succession‑plan a high‑performing leadership team
What you'll bring
Extensive experience in tax and/or corporate actions within investment operations, financial services or funds management
Strong technical knowledge of Australian taxation, including CGT, income tax and regulatory reporting
Deep understanding of listed securities, managed funds and complex asset structures
Proven experience leading large or complex operational teams in regulated environments
A strong track record delivering operational transformation, automation or system‑enabled change
Excellent stakeholder management, judgement and decision‑making capability
CA / CPA qualification (highly regarded)
Platform, IDPS or superannuation experience (highly regarded)
Exposure to foreign tax jurisdictions (desirable)
Life At Netwealth
At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.
We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.
Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.
We offer benefits designed for your wellbeing and personal development, including;
Family-friendly support: Paid parental leave and a fully funded school holiday program
Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
A vibrant culture: social events, trivia nights, and corporate sports
Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
Community Impact: Paid volunteering and our Netwealth Impact Group
We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.
If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.
Need adjustments during the recruitment process? Contact us at people@netwealth.com.au
Apply now and help us shape a brighter financial future!