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Interfaces
Internal External
CFO, FC, Appointed Actuary Tax Advisers
Finance Team Inland Revenue Department
Actuarial Team External Auditor
Investments Team Tax Management NZ
Legal, Risk and Compliance Team
Other as arising
Key Result Area: Reporting
Provide accurate, timely, complete and valued internal and external reporting as required on the
tax position of the Company, thereby assisting management to make fully informed decisions and
complete their fiduciary obligations.
Tasks: Measurement of effectiveness:
Assist in preparing interim and Annual Timely, accurate submission as per set
reports including preparing all tax timeframes
calculations and notes to the financial
statements
Modelling future tax positions, and Provides timely, accurate and proactive
sensitivity analysis around this reporting on all relevant matters
Competencies
Effective Use of Uses pertinent technical skills & knowledge
Knowledge and Analyses problems & interprets information
Information Concerned for accuracy, timeliness, completeness with attention to detail
Customer Focused Understands and respects the customer
Meets & exceeds expectations
Is Responsive
Communicates Listens and responds
Effectively Speaks/Presents
Writes
Negotiates
Networks
Self Manages Has high standards
Demonstrates planning, prioritising, and organising skills
Personal Attributes Is part of the work family
Is a team player
Energy
Flexible & adaptable
Tolerant to stress
Courteous & pleasant
Requirements for Job
Essential Desirable
Qualifications ACA or CA qualified
In the course of the employee’s employment with Fidelity Life the employee shall carry out all
tasks, including those other reasonable duties as and when required by the employer, diligently,
responsibly and with regard to the best interests of the employer.
The employee shall become properly familiar with and follow all procedures, including all Health
and Safety procedures and all the Organisations policies and procedures, of the employer
established from time to time. The employee shall observe in all respects the directions and
instructions given by the Director or which may be properly given by an officer or employee of the
employer having authority to give such directions or instructions to the employee.