We've made it our business to understand how people want to work today, tomorrow and beyond and as you'd expect, we practise what we preach in our own workplace as well.For more than two decades, Investa has led the way in making positive change in Australia's workplaces.As a real estate investment manager, developer and industry innovator, Investa acquires, develops and manages real estate assets on behalf of our partners. We harness the full potential of our expertise and agility to create exceptional experiences across varied asset classes.Investa designs buildings and communities for the way people work and live today – and the way we want to work and live in the future.It's truly an exciting time to join Investa! We're heading into a growth phase in real estate, and our team is evolving to support this progress. We are searching for a highly skilled, detail-driven, Senior Trust Accountant, with a keen eye for accuracy and financial compliance. As our Senior Trust Accountant, you will be partnering with the Senior Finance Manager, where you will play a key role in delivering comprehensive financial support across Investa Mandates, and other investment vehicles. This role will have you engaged in financial reporting, tax compliance, and analytical work, where your contributions will support strategic decision-making and help optimise the financial integrity of our property portfolios.At Investa, we recognise that partnerships are at the heart of successful financial management. In this role, you will establish and foster relationships with internal teams—Fund Managers, Property Analysts, Treasury and much more—as well as with external auditors and tax advisors.Key Responsibilities:Monthly Financial ReportingPrepare and maintain accurate monthly reconciliations, ensuring integrity in Trust transactions and accounts.Conduct monthly balance sheet reconciliations and deliver detailed reporting to Fund teams, using a clear and organised Fund Reporting Pack that provides critical analysis of financial outcomes.Work closely with the Property Management Accounting team to review and analyse monthly property results, ensuring any discrepancies are clearly understood and documented.Support financial aspects of monthly and quarterly Fund reports, with a careful eye on debt compliance, and assist in maintaining comprehensive and compliant fund-level financial data.Annual and Half-Year Reporting for CompliancePrepare, consolidate, and support the Finance team in producing accurate statutory accounts and management accounts, using Workiva for seamless preparation and presentation.Organise and review the audit packages, respond promptly to auditor queries, and ensure detailed, transparent communication with external auditors.Accurately calculate and monitor debt compliance certificates (ICR, LVR calculations) and ensure timely, compliant fund distribution processes.Detailed Tax Reporting and Regulatory ComplianceOversee the timely and accurate preparation of BAS lodgements, ensuring tax compliance and thorough documentation for all returns.Assist in managing distribution statements and payments with precise attention to calculation details, schedules, and reporting requirements.Prepare fixed asset registers and cost base calculations with thorough detail, guaranteeing all tax and accounting requirements are met and recorded appropriately.What You Bring to the Role:Qualifications: Degree in Commerce or Business, majoring in accounting. You are CA or CPA certified, or working toward your certification with commitment and diligence.Experience: Minimum 5 years in accounting, with proven experience in balance sheet reconciliation, tax calculations, and BAS preparations in similar roles.Skillset: Advanced Excel skills, exceptional attention to detail, and the ability to prioritise and meet critical deadlines. Your interpersonal and communication skills ensure clear, efficient interactions with both internal teams and external partners.Knowledge: Demonstrated application of accounting principles and a strong working knowledge of GST and Income Tax laws, allowing you to approach complex tasks with confidence and thorough understanding.Why join Investa?We're an organisation known for its culture – it's unique, friendly and transparent. We work hard to maintain our culture and have received some pretty cool accolades along the way:Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality (EOCGE) for 2023-25Australian Workplace Equality Index (AWEI) LGBTQ Inclusion 2024 Silver (Small Employer)Certified Family Friendly Workplace since 2020AFR Boss Best Places to Work (Property, Construction, Transport sector) – First Place (2021)Australian HR Awards – Excellence Award: Best Workplace Flexibility ProgramWe offer our people opportunity to grow and shape their career, with support including Leadership programs, education assistance, study assistance, professional membership fee support and generous parental leave and return to work benefits.We know that the lines between work and home life have blurred over the past few years and we do our best to support our people with having the flexibility they need to be able to do the things that are important to them. Whether it's a morning surf before work, leaving a little earlier to take the kids to sport our flexible working policy provides over 21 different formal flexible working options. The truth is though that the options are unlimited – talk to us about what works for you, and we'll do our best to make it work for us too.We are so proud that Investa is a safe, diverse and inclusive workplace where you can truly be yourself. We particularly welcome applications from individuals in Aboriginal and Torres Strait Islander communities, as well as those identifying as LGBTQ or neurodivergent. Even if you don't meet all criteria, we encourage you to apply and let us know more about you – if this isn't the right opportunity for you, there may be another opportunity coming up.
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