Carnegie – Senior Accountant

http://www.talentformula.co is a consulting firm that offers outsourced financial and accounting Human Resources to Chartered Accounting firms worldwide. We currently have a Senior Accountant position available in our Carnegie accounting team.

Introduction:

We are hiring on behalf of Carnegie Financial Services, a well-established firm with over 30 years of expertise in accounting and financial advisory. Known for their personalized approach and innovative solutions, Carnegie’s team is dedicated to building long-term wealth for their clients through all stages of life. As part of their Property HUB, the Senior Accountant role offers a unique opportunity to work on complex property tax matters and investment structures while supporting Australia’s largest buyer’s agent network.

Roles & Responsibilities:

• Prepare clear, professional client query emails for the manager to review and send. Ensure all relevant documentation is requested upfront to reduce follow-up delays
• Tailor requests to client-specific circumstances (e.g. occupation-specific deductions, property ownership, trust distributions)
• Prepare Individual Tax Returns with strong knowledge of deductions to ensure the best possible tax outcomes
• Prepare Trust Tax Returns, particularly for property investment trusts
• Prepare financial statements and Company Tax Returns for SMEs
• Prepare well-organized workpapers to support all compliance work
• Prepare Business Activity Statements (BAS) with accurate reporting of GST, PAYG withholding, and PAYG instalments
• Identify any omissions in client-provided information (e.g. council rates were included last year but not provided this year) and add value where possible using your knowledge base
• Apply advanced knowledge of allowable deductions, especially related to investment properties and occupation-based claims
• One of our key selling points is an efficient turnaround on returns while maintaining a high level of accuracy. Staff must review client-provided information within 24 to 48 hours and advise if further information is needed, to ensure timely follow-up
• Reconcile accounts and ensure all compliance obligations are met

Qualifications & Experience:

• Fully Qualified or Semi-Qualified CA or a relevant degree in Accounting, Finance, or a related field
• 6-7 years of professional experience in property tax, property investment structures, and overall tax compliance
• 1-2 years of direct experience in Australian property tax, specifically dealing with investment properties for individuals and trusts
• Working knowledge and experience in Xero and Xero Practice Manager is essential. Experience in other finance software is good to have
• Proficient in preparing tax returns for individuals, trusts, and SMEs
• Adept at preparing financial statements, business activity statements, and workpapers for compliance work
• Attention to Detail: Proven ability to identify missing information (e.g., council rates) and add value through thorough review and advisory
• Time Management: Capable of reviewing client information and providing feedback within a 24–48-hour window

How to apply?

To be considered for this role, you must complete 3 steps:

• Apply to this job and upload your resume
• Complete the Skills Tests for this role you must follow the link below and complete the testing assessments. The first assessment is a Skills Test, to assess your technical ability and numerical reasoning.
• Complete the Psychometric Test for this role
• If you successfully clear the Skills Test, you will be redirected to a Psychometric Test to assess how you think and make decisions.

To complete these tests, you must go to https://es.peoplogicaskills.com/es/quiz?testId=88233572499c9a0a and complete the assessments.

If you do not complete the assessments then you will not be considered for the role.