Tax Advisor

Overview

Mercer is looking for a Tax Advisor to join its NZ Fund Services team. The position can be based in Wellington or Auckland and follows a hybrid working model with flexible work options.

Key Responsibilities

• Assist the NZ Tax Manager with tax compliance duties for Mercer Funds in New Zealand, covering income tax and PIE tax obligations.
• Work with external tax specialists, registry teams, and custodians to make sure tax data is accurate and all compliance requirements are met.
• Check annual income tax provisions, trust distributions, tax statements, and unit pricing tax accruals to confirm they align with internal policies.
• Help ensure the funds remain aligned with applicable tax policies, procedures, and risk controls.
• Support tax-focused projects, including new business proposals, fund restructures, and product development initiatives.

Required Qualifications and Experience

• A tertiary qualification in business, accounting, tax, law, commerce, or a related field is expected.
• Applicants may be working toward CA completion, although CA qualification is not mandatory.
• At least 2 to 3 years of post-qualification experience in tax-related roles is required; experience in financial services is preferred but not essential.
• Strong practical understanding of New Zealand tax policy, especially unit trusts and PIE taxation.
• Well-developed analytical ability, sound judgement, and close attention to detail.
• Clear interpersonal and communication skills for dealing effectively with a broad range of stakeholders.

Preferred Experience

• Background in financial services or fund management environments.
• Ability to build and maintain productive relationships across multiple teams and stakeholders.
• Exposure to tax compliance work in a fund accounting setting.
• Confidence in contributing to tax policy reviews and wider business projects.

Why Join Mercer

• Access to professional development, engaging work, and supportive leadership.
• An inclusive and energetic culture with opportunities to collaborate and make a positive impact for colleagues, clients, and communities.
• Career growth opportunities supported by the scale of the business.

Additional Information

Mercer is part of Marsh, a global organization operating across risk, reinsurance, capital, people and investments, and management consulting, with clients in 130 countries. Marsh reports annual revenue of more than $27 billion and employs over 95,000 colleagues worldwide.

The company is committed to building a diverse, inclusive, and flexible workplace and welcomes people of all backgrounds and protected characteristics. The organization also supports a hybrid working approach, which combines remote flexibility with in-office collaboration, professional development, and connection. Colleagues are expected to work from their local office or on client sites at least three days each week, and office-based teams will have at least one shared in-person anchor day weekly.

Reference ID: R_330193.