Senior Accountant

Role Overview

• Prepare Individual Tax Returns from start to finish, including:
• Income and expense analysis
• Rental property schedules
• Capital gains tax calculations
• Sole trader schedules
• Preparation of client query lists
• Prepare Business Activity Statements (BAS) / IAS.
• Prepare financial statements and income tax returns in Xero for:
• Sole traders
• Companies
• Trusts
• Use ATO Online Services for Agents (ATO Portal) to download reports
• Maintain and review fixed asset registers, including effective life assessments.
• Maintain accurate bookkeeping records (limited number of clients).
• Process payroll and related compliance where required.
• Assist with ABN, TFN and GST registrations.
• Prepare ASIC annual review documentation.
• Lodge ASIC changes (officeholders, shareholders, addresses, company names).
• Training will be provided where necessary for ASIC matters.
• Set up new clients in Xero Practice Manager (XPM) and document systems.
• Assist with structure (company, trust, super fund) establishment paperwork.
• Maintain up-to-date procedural documentation.
• Proactively identify efficiency improvements and value-add opportunities.
• Support ad-hoc tax and business projects.
• Undertake additional duties as required.

Requirements

• Minimum 4+ years of Australian public practice tax experience (essential).
• Strong background in Business Services and Tax.
• Ability to complete jobs independently and accurately.
• Experience with:
• Xero & Hubdoc
• Xero Tax
• QuickBooks / MYOB
• Xero Practice Manager
• SuiteFiles (highly preferred)
• Confident using ATO portals.
• Excellent attention to detail.
• Strong analytical and problem-solving capability.
• Good written and spoken English communication skills.
• Effective time management and ability to meet deadlines.