Job
Description
Talent Formula 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, Carnegies 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 Australias largest buyers 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 2448-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.
