Tax Accountant (Australian Public Practice)

Tax Compliance

• Prepare income tax returns for individuals, trusts, companies, partnerships, and family group structures.
• Prepare annual trust distribution minutes and resolutions.
• Assist with Div 7A loan calculations, agreements, and compliance requirements.
• Prepare BAS, IAS, and GST workpapers.
• Support FBT return preparation and compliance reporting.
• Assist with STP reconciliations, PAYG withholding, and payroll-related tax compliance.
• Prepare payroll tax and land tax compliance workpapers where required.
• Support ASIC annual review requirements and company register maintenance.

Tax Advisory Support

• Prepare tax planning workpapers and year-end planning schedules.
• Assist with trust distribution modelling and income allocation analysis.
• Support CGT calculations, cost base adjustments, and concession assessments.
• Prepare workpapers relating to small business concessions and restructuring transactions.
• Identify potential tax risks and technical issues for review by senior accountants.
• Assist with Div 7A, UPE, and trust compliance reviews.

Client & Team Support

• Work closely with Australian accountants, managers, and advisors to deliver client outcomes.
• Prepare clear, accurate, and well-documented workpapers.
• Communicate proactively regarding missing information, queries, and technical matters.
• Participate in workflow planning and team collaboration activities.
• Review and support work completed by junior team members where required.

Systems & Practice Management

• Maintain accurate job tracking and workflow records.
• Work within practice management systems and tax lodgement platforms.
• Ensure compliance with internal quality control procedures and documentation standards.
• Contribute to process improvements and knowledge-sharing initiatives.

• CA ANZ or CPA Australia qualified, or currently in the final stages of completion.
• Minimum 3–5 years' experience within Australian public practice accounting.
• Demonstrated experience preparing tax returns across multiple entity types.
• Strong knowledge of discretionary trusts, family group structures, and SME taxation.
• Solid understanding of Div 7A, CGT, trust distributions, and small business concessions.
• Experience preparing BAS, IAS, and financial statements for Australian entities.
• Strong understanding of Australian taxation legislation and compliance requirements.
• Excellent attention to detail and documentation skills.
• Strong written and verbal communication skills suitable for working with Australian teams.
• Ability to manage multiple client files and deadlines simultaneously.

• Registered Tax Agent or actively working towards Tax Agent registration.
• Experience with Section 100A trust distribution rules.
• Exposure to business restructuring and rollover relief provisions.
• Experience reviewing work completed by junior accountants.
• Knowledge of payroll tax, land tax, and FBT compliance.

• Xero
• CCH iFirm
• HandiSoft
• APS
• Xero Practice Manager
• Karbon
• ATO Online Services for Agents
• Microsoft Excel