Head of Investment Tax

We’ve been around since 1988, and today we’re one of Australia’s largest profit‑to‑member super funds.

That means everything we do is focused on delivering better outcomes for our members – not shareholders.

Closing date: Friday 9th October 2026.

We have 1 position available that can be based in either Sydney or Melbourne.

Please note Rest does not accept speculative resumes from recruitment agencies 

Rest will review applications prior to the closing date and may close the role earlier 

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 aHead 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.

• Chartered Tax Advisor or Master of Tax.
• CPA / CA ANZ or LLB.
• Demonstrated experience in the provision of high-quality strategic investment related tax advice.
• Deep understanding of the superannuation industry and/or funds management industry investing highly regarded.
• Extensive experience with structuring of investments in a variety of asset classes both domestically and internationally.
• Extensive Excel modelling and strong numeric skills.
• High level research, financial modelling and analytical skills.
• Confident with negotiation of commercial outcomes and ability to engage with and influence stakeholders.
• Ability to lead a team to work effectively in a team environment and communicate complex matters simply and effectively.
• Fully aware of and proactively manage emerging risks and trends in tax law and the investment landscape.
• Proven ability to successfully manage projects within resource, time and financial constraints.
• Knowledge of US, UK and European tax is an advantage.

Leadership Expectations

• Align: Translates strategy into clear priorities, aligning people, resources and decisions to deliver member and business outcomes.
• Grow: Builds adaptable, high-performing teams, role modelling learning agility and developing future-ready capability that combines AI with human judgement, empathy and trust.
• Deliver: Achieves outcomes through empowered teams, adapting approach as needs evolve, and driving measurable impact and continuous improvement. Fosters shared and clear accountability across teams, Divisions and partners.

.What you'll find at Rest

• Hybrid working
• 5 Rest Days (wellbeing days) each year in addition to annual leave
• Eligible employees are entitled to 22 weeks paid parental leave (gender neutral)
• Continued super contributions during parental leave
• Learning and development opportunities, including AI & Data Academy, leadership programs, LinkedIn Learning, study assistance and professional memberships
• Income Protection Insurance
• Option to purchase additional leave
• Recognition through our Rest Excellence Awards

If you share our values and this sounds like the kind of place you’d do your best work, we’d like to hear from you.Apply now.

Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.

We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.

We welcome applications from all candidates. To be considered, you will need the right to work in Australia.

*Funds under management as at 30 June 2026. Rest is recognised as a superannuation leader across a range of areas including performance, responsible investment and member value. Find out more athttps://rest.com.au/why-rest/awards.