Assistant Trust Accountant Corporate Trust

Investment Operations Team Member

Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health & lifestyle

Modern, centrally located CBD offices with easy access to public transport

A people focused organisation with a supportive & collaborative team culture

Perpetual Group is an ASX-listed company headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses:
Asset Management, Wealth Management and Corporate Trust.

This is an exciting opportunity to join the Investment Operations Team in Managed Funds Services at Perpetual Corporate Trust, a specialist business within the Perpetual Group. In this role, you will be responsible for assisting the Perpetual Corporate Trust Accounting team in providing accurate and timely accounting services for managed investment trusts and securitisation trusts. This role offers a strong opportunity for an individual with experience in financial services and a keen interest in securitisation to become part of the team.

• Assist in the preparation of periodic management accounts and annual financial statements
• Perform account reconciliations and posting of journals
• Assist with calculation of Trust distributions
• Preparation of Business Activity Statements (BAS) returns
• Coordinating audit of the financial statements and ensure timely completion of audit.
• Coordinating preparation and lodgement of income tax return and annual tax reports including AIIR and PAYGW with tax agent.
• Preparing payment directions
• Respond to accounting enquiries from internal and external stakeholders
• Support the Trust Accountants on the delivery of Trust accounting services
• Maintaining relationships with clients
• Liaise with key internal stakeholders including Trustee, Trust Manager and Investment Manager for the delivery of services under the relevant accounting engagements

We're interested in hearing from people who have:

• A degree in accounting, economics, or finance, with a major in accounting
• Currently undertaking CA or CPA accreditation
• At least 18 months experience working in a chartered accounting firm or Big4 environment

• Familiarity with Australian trust tax legislation
• Working knowledge of managed funds and securitisation processes
• Previous auditing experience
• Demonstrated proficiency in Microsoft Word and Excel, including advanced spreadsheet functions and data analysis, as well as hands‑on experience using accounting systems such as XERO for day‑to‑day transactions and financial reporting

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day‑to‑day interactions with colleagues and clients, the way we approach decision‑making to the questions we ask and the problems we solve.

• Work from anywhere in Australia for up to one month each year
• An annual allowance to empower you to prioritise your personal wellbeing
• Study support and commitment to supporting professional development

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
• A growing number of employee‑led networks who work to raise awareness and drive continued change
• We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.