Head of Investment Tax

Head of Investment Tax

23 Sep 2026
South Carolina, Sydney 00000 Sydney USA

Head of Investment Tax

At Rest, we help more than 2 million Australians to build a better financial future. With around $112 billion in funds under management, we focus on delivering strong long-term outcomes for our members — from their first job through to retirement. Your best at Rest means focusing on what matters, being trusted to get on with it, and knowing your work genuinely makes a difference. That’s how we operate every day, guided by our values: Be Daring, Keep It Simple, Take Action and Have Grit.Join us as a Head of Investment Tax, where you’ll lead a high-performing team delivering strategic tax advice across a global investment portfolio, helping maximise post-tax outcomes for more than 2 million members. Working closely with senior investment leaders, you'll shape investment decisions, tax governance and emerging tax strategy across diverse asset classes and international markets.Key Accountabilities:Lead the Investment Tax team with overall responsibility for proactively managing and advising on investment tax matters across all asset classes including tax structuring, tax due diligence, supporting financial modelling in relation to tax impacts, ensuring appropriate legal documentation.Work with Heads of Asset Classes analysing and reviewing investment opportunities and undertaking appropriate tax due diligence within Rest’s tax risk appetite.Review the tax structures and attributes of existing assets to ensure that the tax setting remains appropriate.Work collaboratively with the Group Tax function to ensure that investments are onboarded into the annual compliance process.Monitor global tax law change and proactively update the investment tax on the impact to the portfolio. Supporting the General Manager, Tax with reporting tax matters to the Board and Board Committees.Support the General Manger, Tax with global regulator engagement, including audit activities and well as the drafting of submissions on law change.Provide support to the Investment Operations and Unit Pricing teams and uplifting the understanding of investment tax impacts on unit pricing.Monitor and update the Investments Teams of tax updates, rulings, developments applicable to the Fund and ensuring implications for the Fund are understood.Enhance investment tax governance including procedures, position papers, sign offs and checklists.Manage key external tax advisory relationships with the General Manager, Tax.Develop strong relationships with investment manager Tax teams.Contribute to the effective implementation of Rest’s tax technology roadmap, managing the use of AI, automation, tax technology solutions and platforms.

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