Senior Tax Specialist

We are seeking a highly skilled and experienced Senior Tax and Financial Specialist to join our team. As a key member of our financial services group, you will be responsible for providing expert advice on tax planning and compliance, as well as managing complex financial situations.

Key Responsibilities:

• Manage a portfolio of clients from end to end, overseeing their financial affairs, ensuring tax compliance, and maintaining 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 to address any issues
• Conduct tax research, provide strategic tax planning, and advise on business structuring to optimize client outcomes
• Assist with onboarding new clients by facilitating a smooth transition and ensuring all documentation is complete
• Assist in internal system and process improvements to enhance efficiency within the tax team

Required Skills and Qualifications:

• Bachelor's degree in accounting or a related field
• Extensive 4-5 years of hands-on 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 considered a strong advantage
• Experience or interest in management reporting, including budgeting, forecasting, and KPI tracking; familiarity with Fathom or similar tools is an advantage
• Proficiency in Xero accounting software is required; a background in Karbon and Fathom is a plus
• Hands-on experience in bookkeeping and/or SMSF is a strong advantage
• Exceptional attention to detail, ensuring accuracy across compliance, reporting, and client deliverables
• Ability to assist with process and system improvements, especially as the firm scales its operations and explores automation or workflow enhancements
• Strong communication skills with the ability to clearly explain tax and financial concepts to clients and collaborate effectively within a remote team
• Self-motivated, dependable, and able to manage deliverables across a client portfolio with minimal supervision

Benefits:

• Competitive salary (depending on skills and experience)
• Guaranteed Year-End-Bonus (inspired by 13th month pay) rewarding your hard work and dedication
• 22 PTO credits (vacation leave, sick leave and holidays)
• HMO allowance or reimbursement provided to support your healthcare needs
• Potential salary increase based on performance and company profitability
• Dayshift schedule for optimal work-life balance
• Remote opportunity
• Full-time and long-term opportunity with career growth and advancement

Additional Requirements:

• Personal equipment
• Reliable, stable and high-speed internet
• Work Environment: with secluded workstation to ensure a private and distraction free space

Description of Ideal Candidate:

• Communicative and Collaborative: You possess the ability to articulate ideas effectively and engage with others openly. You are adept at fostering positive relationships, actively listening to diverse perspectives, and facilitating productive discussions.
• Customer-focused Advocate: You are deeply passionate about helping clients, driven by a genuine desire to make a meaningful impact in their lives. You possess a natural empathy and understanding of client needs, going above and beyond to ensure their satisfaction and success.
• Good Time Management: You are adept at efficiently juggling multiple clients and projects simultaneously. You possess exceptional organizational skills and a keen ability to prioritize tasks effectively, ensuring that deadlines are met and deliverables are of the highest quality.
• Innovative Thinker: You are a creative thinker who thrives on thinking outside the box and solving complex problems. You possess a natural curiosity and a knack for approaching challenges from unconventional angles, often uncovering innovative solutions that others may overlook.
• Proactive Self-starter: You have a strong sense of initiative and are unafraid to step out of your comfort zone. You are proactive, resourceful, and eager to take on new challenges and opportunities for growth. You thrive in dynamic environments, embracing change as a chance to learn and innovate.
• Team Player: You value open communication, mutual support, and shared success. You work well with others, actively contribute to team goals, and foster a positive and respectful working environment. You're reliable, approachable, and know that great results come from strong collaboration.