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Richard Cox is a seasoned tax professional with over 20 years of experience in tax advisory, financial reporting, and governance. He has held various leadership positions, including Tax Manager at Westpac New Zealand Limited and Director at Sarjal Consulting Limited. Cox has a Bachelor of Management Studies degree from the University of Waikato.

Experience

  • Westpac New Zealand Limited
    • Auckland, New Zealand
    • Tax Manager
      • Dec 2016 - Present
      • Auckland, New Zealand

    • Director
      • Apr 2013 - Present
      • Auckland

      Tax and accounting contracting services (ad hoc)

    • Treasurer
      • Jun 2009 - Present
      • Takapuna

      Responsible for monthly and annual financial statements, annual budget and forecast, accounts receivable and payable, and chair of membership sub-committee focused on membership growth strategies.

  • Wealth & Private Bank, BNZ
    • Auckland, New Zealand
    • Due Diligence & Reporting Analyst
      • Mar 2014 - Nov 2016
      • Auckland, New Zealand

      Management of offer document due diligence process - BNZ KiwiSaver Scheme, quarterly reporting to Supervisor and FMA, project work on FMCA MIS and DIMs licensing and associated transition.

    • Looking for Opportunities
      • Jan 2014 - Mar 2014

  • ASB Bank
    • Auckland
    • Senior Tax Manager
      • May 2007 - Apr 2013
      • Auckland

      Responsible for providing advisory and compliance tax services to a number of business units of the CBA New Zealand Group (Sovereign Assurance, ASB Group Investments, Aegis and off-balance sheet managed funds and superannuation schemes), including managing the preparation of month end taxation balances, annual/monthly tax compliance obligations, and provision of ad-hoc tax advice to business units. Managed team of 5.

    • Tax Manager
      • Jul 2004 - May 2007

      provision of tax advice and compliance services to hedge fund managers and private equity fund managers relating to their operations in London/Europe.

    • Tax Manager
      • Jan 2001 - Jun 2004

Education

  • 1993 - 1996
    University of Waikato
    Bachelor of Management Studies, Accounting and Finance

Suggested Services

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Industry Focus. “Banking”

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