Tax Accountant and Bookkeeper

About Our Client

Our client is a leading boutique accounting firm based in Melbourne. Specializing in wealth preservation for SME and high-net-worth clients, the firm provides genuine insights into the financial landscape and its impact on individuals. 

About the Role

We are seeking a highly motivated and skilled Tax Accountant and Bookkeeper to join its dynamic team. This role offers a unique opportunity to work with a diverse client base, contribute to the firm's business objectives, and deliver outstanding client service.

Responsibilities:

• Preparation of financial statements and income tax returns for companies, trusts, partnerships, and individuals.
  
• Preparation and review of Business Activity Statements (BAS), Installment Activity Statements (IAS), and other ATO statements.
  
• Conducting tax research and assisting with client advice, including tax planning, tax minimization strategies, Division 7A, Capital Gains Tax (CGT), etc.
  
• Direct client interaction, ensuring high levels of service are met.
  
• Collaboration with the accounting and bookkeeping team to achieve client outcomes.
  
• Assisting with administrative tasks such as compiling tax letters, managing ASIC/corporate secretarial functions, and preparing invoices.
  
• Maintaining internal records, including the BAS register and individual tax return lodgment status.
  
• Supporting social media and marketing efforts by formatting and posting content, maintaining the website, and assisting with presentations.
  
• Providing personal EA support to the Director, including managing calendars, conducting research, and coordinating travel arrangements.
  
• Contributing to upcoming projects, such as software conversion, template development, and cloud migration.
  

Requirements

Ideal Candidate Profile:

The ideal candidate possesses a strong work ethic, a keen mind, and a passion for delivering exceptional results. They are a highly competent individual with a positive and proactive attitude, eager to learn and grow within the firm.

• Proficiency in Microsoft Office programs, especially Excel and PowerPoint.
  
• Experience with social media content creation tools (e.g., Canva).
  
• Bookkeeping experience.
  
• Experience with Xero or MYOB accounting software.
  
• Experience with Australian tax law and practices.
  

• A high level of competency and a sharp mind, with a preference for intelligence and a quick learning ability over extensive experience.
  
• A commitment to self-development and a willingness to upskill in various areas through paid and free courses.
  
• A positive and helpful disposition with a strong ability to problem-solve independently.
  
• Excellent written and verbal communication skills, including the ability to take notes and write correspondence effectively.
  
• A diligent, thorough, and organized approach to work, with the ability to work quickly and efficiently.
  
• A high level of trustworthiness, particularly given access to sensitive information.
  
• Strong IT skills and the ability to troubleshoot computer-related issues.
  
• A willingness to seek help from colleagues and external providers when needed.
  

Work Setup:

• Morning schedule following Melbourne hours 
  
• Work from home setup
  

Benefits