Senior Business Analyst <span>Tax</span>

Senior Business Analyst Tax

Senior Business Analyst – Tax (Custodian / Superannuation)

$165k + super + bonus

Sydney CBD / Hybrid

Permanent Position

Please tailor your experience to best reflect the job advertisement before submitting your application.

Note, this role requires an exceptional client-facing communicator, along with strong tax experience/knowledge and/or experience within custodians or superannuation organisations.

If you are not a confident client-facing business analyst and do not have experience in at least one of these areas (tax, custodians, or superannuation), there is no point applying for this position.

About the Role

I’m looking for a Senior Business Analyst with tax experience, ideally in income tax and preferably with a custodian background or within superannuation/wealth management, to help design and support the development of a first-of-its-kind technical Tax Product. In this role, you will bridge the gap between business and technology teams, helping to deliver innovative solutions for custodians, tax advisers, investment trusts, and superannuation funds. You will have the opportunity to influence outcomes, support clients, and make a significant contribution.

Key Responsibilities:

Professionally engage with clients (internal and external) to identify and accurately document business objectives and requirements
Produce BA deliverables and ensure requirements map back to business objectives across the full project lifecycle, through to client acceptance into production
Liaise closely with the project or scrum team to ensure accurate alignment to business requirements, including test coverage, implementation, documentation, release notes, and training
Provide client support during User Acceptance Testing (UAT) to ensure development meets acceptance criteria
Develop business design specifications that document desired outcomes, including client integration and non-functional requirements, ensuring designs are delivered on schedule, within budget, and approved by internal Product Boards and clients
Support the Product Owner in planning release cycles to meet MVP and overall delivery timelines
Redesign business processes using modern principles
Prepare materials and deliver training and support to end users following implementation
Conduct demonstrations of completed enhancements internally and for sponsoring clients

Required Experience:

Experience working with custodians (preferred), or within investment trusts, wealth management, or superannuation domains.
Strong tax experience, ideally in income tax, from a Business Analyst perspective
Tertiary qualifications and/or at least 5 years’ experience in the IT or finance industry as a Business Analyst
Detailed knowledge of superannuation and/or UK pension and wrap systems
Experience working across the Software Development Lifecycle (SDLC)
Strong communication skills, with the ability to clearly articulate ideas, solutions, and issues
Ability to present to clients, challenge where required, and engage with a wide range of stakeholders
Strong analytical and problem-solving skills
Experience using Jira and Confluence
Ability to manage internal and external stakeholder expectations
Experience working in both Waterfall and Agile environments

Benefits:

Employee Assistance Program (EAP)
Study Assistance Program
Additional wellbeing day off each year
Paid parental leave
Ability to swap public holidays for days of personal significance
Annual flu vaccination
Novated car leasing
Discounted private health insurance

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The Details

Posted 3 hours ago
Reference:: 289176
Location:: Sydney CBD, New South Wales
Salary:: $165k + super + bonus
Classification:: Information & Communication Technology
Business / Systems Analysts

Project Services Permanent

Sam McKay

Project Services – Permanent

[email protected]
02 8346 6780