Job Purpose

As General Manager Financial Reporting, Control & Tax, you will provide enterprise leadership across corporate financial reporting, financial controls, and tax for Fisher Funds. This role is essential to ensuring strong financial stewardship, high‑quality reporting, and robust governance across all corporate entities and investment funds.

You will be a trusted adviser to senior stakeholders, providing assurance, and guidance that supports confident decision‑making and long‑term sustainability. Operating within a regulated financial services environment, you will ensure accounting, control and tax frameworks are fit for purpose, future‑focused, and aligned with the organisation’s strategy and risk appetite.

Through strong people leadership and cross‑functional collaboration, you will lead specialist teams across reporting, fund accounting, controls and tax, while driving continuous improvement in systems, processes, and ways of working.

The role is available in either Auckland or Wellington, please ensure to submit your application using the listing based on your preferred location.

Key Responsibilities

Enterprise Leadership & Strategic Contribution

• Set and lead the strategic direction for financial reporting, controls and tax, aligned to enterprise objectives and long‑term strategy.
• Partner closely with the CFO, CEO, Executive Leadership Team and Board to enable strong financial stewardship and value protection.
• Act as a visible leader and role model, embedding organisational values, ethical standards and expectations.
• Lead and develop a future‑focused leadership team, ensuring sustainable capability, succession and capacity.
• Champion finance transformation initiatives across systems, processes and operating models.

Financial Reporting, Accounting Governance & Standards

• Hold enterprise accountability for the integrity of group and fund financial accounting, including complex technical matters, consolidations and inter‑company arrangements.
• Oversee governance of unit pricing, valuations, income allocations and distributions across investment funds.
• Ensure statutory, regulatory and management reporting is accurate, timely and compliant with applicable accounting standards.
• Own the development and ongoing evolution of accounting policies, frameworks and reporting methodologies.
• Lead relationships with external auditors and advisers, ensuring effective audits and issue resolution.

Financial Control Environment & Operational Integrity

• Establish and maintain a robust financial control environment across the organisation, including oversight of third‑party service providers.
• Drive consistency, efficiency and control across core finance operations such as payments, payroll, reconciliations, commissions and interest processing.
• Maintain balance sheet integrity, asset management oversight, and statutory compliance for all legal entities.
• Ensure timely delivery of compliance certificates, surveys and external reporting obligations.

Tax Leadership, Governance & Stewardship

• Provide enterprise leadership of tax strategy, governance and compliance within the Board‑approved tax risk framework.
• Oversee end‑to‑end tax compliance across corporate entities and investment vehicles, ensuring quality and timeliness of all filings.
• Act as the senior authority on tax matters, advising on material risks, legislative change and impacts.
• Lead relationships with tax authorities, auditors and external advisers, providing clear reporting to executive leadership and the Board.

Stakeholder Engagement & Relationships

• Build strong, credible relationships across Finance, Legal, Product, Investment Management and Operations.
• Represent the organisation with external stakeholders including auditors, banks, regulators and advisers.
• Provide financial and tax leadership into major programmes and initiatives, embedding risk and compliance considerations from design through delivery.

Skills & Experience Required

Leadership & Strategic Influence

• Extensive senior finance leadership experience within complex, regulated organisations.
• Proven success operating at executive level and contributing to enterprise strategy and transformation.
• Strong people leadership capability, including developing senior leaders and building sustainable teams.
• Ability to lead change, influence outcomes and role‑model strong values‑based leadership.

Financial Reporting, Controls & Accounting Expertise

• Deep technical accounting knowledge, including consolidations, complex standards and governance frameworks.
• Significant experience leading external audits, regulatory reporting and professional adviser relationships.
• Demonstrated success designing and improving accounting policies, systems and control environments.
• Broad operational finance experience across end‑to‑end financial processes.

Tax & Regulatory Expertise

• Extensive experience leading or overseeing tax strategy and compliance within corporate and/or fund structures.
• Strong working knowledge of New Zealand tax legislation relevant to financial services and investment vehicles.
• Proven ability to manage tax risk within formal governance and risk appetite frameworks.
• Experience engaging with tax authorities and managing external tax advisers.

Stakeholder Management & Qualifications

• Exceptional communication skills, with the ability to translate complex financial and tax matters into clear insights.
• Strong cross‑functional partnering capability across senior internal and external stakeholders.
• Professional accounting qualification (CA, CPA or equivalent).
• Experience within financial services, funds management or similarly regulated environments is strongly preferred.

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.

We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.

We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.

Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world

We have one of the largest client services teams in New Zealand and an award-winning one at that.

This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications Close 08 April 2026