Delivery Lead - Taxation

Job Description

Acuity Analytics (the trading name of Acuity Knowledge Partners) is a global, tech-first organization helping financial institutions and corporates make better decisions through research, data, analytics and AI-enabled solutions. We combine deep financial services expertise with strong engineering, digital and AI capabilities to solve complex, real-world problems.

With a team of 7,200+ analysts, data specialists and technologists across 28 locations, we work with more than 800 organizations worldwide to drive efficiency, unlock insight and deliver measurable impact. Our success is built on the strength of our people—by investing in talent, encouraging collaboration and creating room to grow, we enable our teams to do their best work for clients.

Acuity became an independent business in 2019 following its acquisition from Moody’s Corporation by Equistone Partners Europe. In 2023, funds advised by global private equity firm Permira acquired a majority stake, with Equistone remaining a minority investor—supporting our continued growth and innovation.

For more information, visit www.acuityanalytics.com

Basic information

Position Title

Delivery Lead

Experience Level

8 years and above

Department

Private Markets

Location

Gurugram

Organizational relationships

Position reports to

Delivery Manager

Job Purpose

We are seeking a detail-oriented and proactive Tax Compliance & Reporting Specialist to manage Australian tax compliance, investor reporting, and tax documentation for our clients. The role involves coordination with cross-functional teams, external advisors, and fund administrators to ensure accurate and timely tax filings and reporting.

Key responsibilities

n Annual Compliance & Filings: Coordinate and review Australian Federal and State tax filings ensure timely and accurate disclosures.

n Quarterly Estimates: Calculate and file estimated tax payments; maintain supporting workpapers and reconciliations.

n AAS/AASB Audit Support: Assist with tax provisions, deferred tax calculations, and footnote documentation for audits.

n ATO Exemptions: Monitoring & determining eligibility for exemptions like remitting amounts to the ATO via single touch payroll

n Tax Structuring: Prepare equity playbooks and tax memos; support deal structuring and tax-efficient distribution planning.

n Tax Authority Correspondence: Track and respond to ATO Tax legislations/state notices; escalate and coordinate with legal and external advisors.

n Tax Form Management: Prepare and update Australian tax forms (TFN, NAT0 660, NAT 0659, NAT 71121); ensure compliance and documentation accuracy.

n Withholding & Exemptions: Apply PAYG withholding rules (CFI, Treaty Relief, interest withholding tax exemptions, etc); determine exemption eligibility and maintain accurate records.

n Legal Document Integration: Update Ontra (or similar platforms) with tax terms, filing statuses, and compliance checkpoints from legal agreements.

n Client Coordination: Serve as a key contact for tax-related client communications; ensure timely updates and document uploads to internal and external platforms.

n Data Reconciliation: Reconcile investor/entity data between internal systems and external platforms.

n PFIC Statement Management: Request, track, and manage PFIC statements for relevant entities.

Key competencies

• 7+ years of experience in Australian taxation, preferably in tax compliance, legal/tax advisory firms.
• Strong knowledge of Partnership taxation, Individual taxation, Trust, PAYG Reporting and Investment fund structures (FoFs, Private Equity, Credit).
• Hands-on experience with Australian withholding tax rules and exemption certifications & notice management
• Familiarity with tax compliance software (e.g., GoSystem, CCH Axcess, OneSource, Enterprise tax reporting and compliance) and tax research tools (e.g., CCH iKnowConnect, Checkpoint, ATO Website).
• Excellent analytical, organizational, and communication skills.
• CA, CPA Australia preferred.
• Excellent in MS Excel to process varied data sets
• Ability to work effectively under tight deadlines
• Should be an independent contributor and his/her work require minimal QC