Tax Agent / Accountant
Core
Prepare financial statements, BAS, and income tax returns while providing advisory services on cash flow, modeling, and KPI reporting for diverse clients.
Role type
Mid-level tax agent/accountant (advisory focus)
Builds
Accurate tax returns, financial statements, and management accounting reports for small business clients
Domain
Accounting and Taxation in Australia
Required skills
Australian tax legislation knowledge, financial statement preparation, BAS processing, Xero proficiency, cloud accounting tools, cash flow forecasting, three-way modeling, KPI reporting, Division 7A application, CGT concessions, FBT knowledge
Preferred skills
Advisory mindset, commercial acumen, client relationship management, independent work ethic
Technologies
Xero, cloud accounting ecosystem
Responsibilities
Prepare financial statements, BAS, and income tax returns; manage client portfolio; contribute to management accounting and forecasting; apply Australian tax legislation; collaborate with lending team; maintain documentation standards
Seniority
Mid-level, hands-on IC