Experienced (AU) Tax Accountant

Role overview
We are an Australian accounting practice seeking an offshore Tax Accountant with 2–3 years of Australian accounting and tax experience. You will work remotely as part of our team, handling bookkeeping, BAS, tax returns and financial reports for a portfolio of individuals, companies, trusts and self-managed super funds (SMSFs).
You will work from client source documents through to review-ready workpapers and lodgement-ready returns, with your work reviewed by our Australian-based accountants.
Key responsibilities
You will work across four entity types: individuals, companies, trusts and SMSFs.
Bookkeeping and data processing

• Process bank feeds, receipts, invoices and payroll transactions in mainly Xero and BGL (SimpleFund360) and very occasionally MYOB
• Reconcile bank, credit card, loan and clearing accounts
• Maintain accurate general ledgers and chart of accounts
• Prepare end-of-year adjustments, including accruals, prepayments and depreciation

BAS and IAS

• Prepare monthly and quarterly Business Activity Statements and Instalment Activity Statements
• Reconcile GST, PAYG withholding and PAYG instalments to the ledger
• Identifying GST coding errors and unusual transactions

Tax returns

• Prepare individual tax returns, including rental properties, capital gains and sole trader schedules
• Prepare company and trust tax returns, including trust distribution workpapers
• Prepare SMSF annual returns and supporting workpapers in Simple Fund 360
• Prepare workpapers that support every figure in the return

Financial reports

• Prepare annual financial statements for companies, trusts and SMSFs
• Prepare SMSF member statements and audit-ready files
• Maintain company registers and ASIC documents in CAS 360

Workflow and communication

• Manage engagements, jobs, deadlines and time records in Xero Practice Manager (XPM) and Karbon
• Prepare clear queries for missing client information
• Respond to reviewer notes promptly and accurately
• Meet lodgement deadlines under the ATO tax agent program

Software and systems
Software Used for
Xero Bookkeeping, bank reconciliations, BAS
Xero Practice Manager (XPM) and Karbon Jobs, workflow, time recording
Simple Fund 360 SMSF financial statements, annual returns
CAS 360 Company secretarial, ASIC registers and documents
Microsoft Office (Excel, Word, Outlook) Workpapers, reconciliations, correspondence
Adobe Acrobat Workpapers and preparing documents for signature
Experience and qualifications
Essential

• 2–3 years of Australian accounting and tax experience, gained in an Australian practice
• Experience preparing BAS and tax returns for individuals, companies and trusts
• Experience with SMSF accounts and annual returns using BGL SimpleFund 360
• Sound working knowledge of Australian tax law, GST, PAYG and Division 7A
• Bachelor's degree in accounting, commerce or a related field
• Experience with Xero Practice Manager XPM and Xero.
• Familiarity with ATO online services and the tax agent portal

Desirable

• Progress towards CA
• Experience using Karbon

Skills and attributes

• Strong attention to detail and accuracy in reconciliations and returns
• Clear written English for client queries and reviewer notes
• Able to manage several jobs at once and prioritise against lodgement deadlines
• Works independently with minimal supervision, and asks when unsure
• Takes reviewer feedback on board and applies it to future work
• Handles confidential client information with care

Working arrangements

• Full-time, remote offshore role
• Working hours overlap with Australian Eastern Time business hours for meetings and queries
• Reliable internet connection and a secure, private workspace
• Compliance with our data security and confidentiality policies