Tax Specialist

Are you a seasoned accountant with expertise in Australian tax and advisory services? Do you thrive in environments where complex financial problems are solved creatively?

If you're looking for a role that challenges you to think strategically and collaborate effectively, this could be the opportunity you've been searching for.

WHAT'S IN IT FOR YOU?

• Competitive salary based on skills and experience
• Guaranteed Year-End-Bonus rewarding your hard work and dedication
• 22 PTO credits for optimal work-life balance
• HMO allowance or reimbursement to support healthcare needs
• Potential salary increase based on performance and company profitability
• Dayshift schedule for efficiency and productivity
• Remote opportunity with full-time and long-term career growth
• Relationship-based firm committed to client satisfaction and employee success
• Modern accounting ethos blending professionalism with personal touch

CORE RESPONSIBILITIES

Tax & Compliance

• Manage a portfolio of clients from end to end, ensuring high-quality, timely deliverables
• Prepare and complete year-end financial statements and tax returns for individuals, businesses, and entities in accordance with Australian tax laws
• Manage BAS and IAS lodgments, payroll tax, FBT, Division 7A compliance, and liaise with the ATO as needed
• Conduct tax research and provide strategic tax planning to optimize client outcomes
• Assist with onboarding new clients and facilitating smooth transitions
• Assist in internal system improvements to enhance efficiency within the tax team

Advisory & Reporting

• Support virtual CFO services, including budgeting, cash flow forecasting, KPI tracking, and management reporting
• Prepare quarterly and monthly reporting packs comparing actuals against budgets and benchmarks
• Utilize reporting tools like Fathom, Excel, or similar platforms to build and maintain financial dashboards and scenario models
• Assist in client meetings by providing data-driven insights to support strategic decision-making
• Develop and improve internal reporting frameworks and workflows as the firm's advisory services expand

QUALIFICATIONS & REQUIREMENTS

• Bachelor's degree in accounting or related field
• 4-5 years of experience in Australian tax within an accounting firm, specializing in SMEs
• Comprehensive understanding of Australian tax regulations and guidelines, with tax planning and client-facing experience preferred
• Experience or interest in management reporting, including budgeting, forecasting, and KPI tracking; familiarity with Fathom or similar tools is beneficial
• Proficiency in Xero accounting software required, with background in Karbon and Fathom advantageous
• Hands-on experience in bookkeeping and/or SMSF desirable
• Exceptional attention to detail, ensuring accuracy across compliance, reporting, and client deliverables
• Ability to contribute to process and system improvements as the firm scales its operations
• Strong communication skills, able to explain complex financial concepts clearly and collaborate effectively within a remote team
• Self-motivated, dependable, and able to manage deliverables across a client portfolio with minimal supervision

ADDITIONAL REQUIRMENTS

• Personal equipment and reliable internet connection
• Work Environment: secluded workstation for private and distraction-free space

IDEAL CANDIDATE QUALITIES

• Collaborative Leader: Strong communication skills, ability to articulate ideas, and engage with others effectively
• Customer-centric Expert: Passionate about delivering exceptional client service, driven by empathy and understanding of client needs
• Organizational Pro: Ability to prioritize tasks efficiently, juggle multiple projects simultaneously, and meet deadlines consistently
• Innovative Problem Solver: Creative thinker who approaches challenges from unique angles, uncovering innovative solutions and insights
• Proactive Self-starter: Strong sense of initiative, resourceful, and eager to take on new challenges and opportunities for growth
• Team-oriented Partner: Valuing open communication, mutual support, and shared success, with a positive and respectful working environment