Offer summary

Qualifications:

Minimum 5 years of Australian-based Public Practice Taxation experience, Bachelor's degree in Accounting, Finance, or a related field, CPA, CA, or IPA qualification (or progress towards completion), Strong business acumen and analytical skills with proficiency in XERO software..

Key responsabilities:

Develop and maintain strong client relationships through effective communication

Prepare, analyze, and verify financial documents for tax returns and provide tax advice

Monitor ATO lodgment schedules and ensure compliance with regulatory requirements

Prepare financial statements and management reports, analyzing financial information for clients.

Job description

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Minimum 5 years Australian-based Public Practice Taxation experience
Bachelor's degree in Accounting, Finance, or related field
CPA, CA, or IPA qualification (or progress towards completion)
Tax Agent registration desirable
XERO certifications (Advisor, Payroll)
Strong business acumen and analytical skills
Attention to detail and critical thinking abilities
Excellent time management and multitasking skills
Fluent in spoken and written English
Commitment to ongoing professional development and staying updated on tax legislation and industry trends

Core responsibilities:

Client Management and Communication
Develop and maintain strong client relationships through excellent communication skills
Assist with strategic client meetings and ongoing business engagement
Communicate effectively with clients, managers, employees, and suppliers
Tax Compliance and Advisory
Prepare, analyze, and verify financial documents for tax returns (individuals, sole traders, companies, trusts, partnerships, SMSFs)
Review ATO prefill data, download and retain in client records
Prepare work papers and retain in client records
Send tax returns to clients for review and approval before submission
Forward ATO Notice of Assessment or Income tax statement to clients
Provide tax advice on Income Tax, PAYGI, PAYGW, CGT, GST, FBT, Payroll Tax, Division 7A, Land Tax
Participate in End of Financial Year tax planning with clients
Identify areas for improving client profitability
Convey ATO rule changes to clients as they occur
ATO and Regulatory Compliance
Utilize ATO Portal, RAM, ASIC MyGovID, and Aus Industries websites
Monitor ATO lodgment schedule and meet 95% on-time lodgment benchmark
Review client lodgment status on ATO portal and manage ATO Tax Agent list
Assist with ATO payment plans and resolve discrepancies
Provide data for external audits
Financial Reporting and Analysis
Prepare financial statements and management reports
Produce error-free accounting reports
Analyze financial information and summarize financial status
Produce reports on sales forecasts, cash flow, profitability, etc., with analysis and commentary
Review and recommend modifications to accounting systems and procedures
Participate in financial standards setting and forecasting
Software and Technical Skills
Proficiency in XERO Tax, XERO Advisor, XERO Payroll, and other accounting software (MYOB, QBO, XPM)
Advanced Excel skills, including VLOOKUP and spreadsheet management
Verify, allocate, post, and reconcile transactions
Review and code transactions correctly in accounting software

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!

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