Prepare & lodge individual, company, trust & SMSF tax returns Handle BAS, IAS, GST & year-end compliance Review financials & ensure ATO compliance Proficient in Xero/HandiTax Min. 2 years of AU tax experience
Role & responsibilities Provide ongoing attention and assistance to the completion of client work for a variety of individual, business, and investment structures including: Bookkeeping duties; Reconciliations, journal entries, and work paper preparation; Preparation of draft information request emails on behalf of supervising managers and partners; Preparation and collation of Financial Statements, Income Tax Returns, and Activity Statements; Handling GST, PAYG Withholding, Payroll Tax and Fringe Benefits Tax obligations for clients; Tax compliance and value-added services such as international tax, capital gains tax, fringe benefits tax, R&D tax incentives and transfer pricing; Assisting with various client issues from time to time which may include various administrative tasks when necessary, including but not limited to: Organizing and entering client tax information; Assisting with various client tax issues; Preferred candidate profile Excellent written and verbal communication skills to ensure clear expression of issues to both clients and other working relationship individuals; Focused and committed to achieving client deadlines Excellent time management and organizational skills; Excellent attention to detail; Key team player; Shows initiative; Competency in using software e.g. Xero, MYOB
Role Overview: We are looking for a dynamic Business Development Professional to drive growth and expand our client base. The ideal candidate is a self-starter with excellent communication skills, a keen understanding of client needs, and a passion for building lasting relationships. Key Responsibilities: Identify and pursue new business opportunities in accounting, tax, and SMSF services. Build and maintain strong relationships with prospective and existing clients. Conduct market research to understand client needs, industry trends, and competitors. Present TaxOZ services effectively, tailoring solutions to client requirements. Collaborate with internal teams to ensure a seamless client experience. Track leads, follow-ups, and maintain accurate records in CRM. Achieve or exceed sales targets and contribute to the company's growth strategy. Preferred candidate profile Proven experience in business development, sales, or client acquisition (preferably in accounting, finance, or professional services). Excellent communication, negotiation, and interpersonal skills. Goal-oriented, proactive, and able to work independently. Knowledge of the Australian accounting and tax industry is a plus. Proficient in CRM tools and Microsoft Office Suite.
Role & responsibilities Preparation of financial statements and annual returns for SMSFs Ensure compliance with ATO regulations and reporting requirements Liaise with auditors and assist in preparing audit workpapers Process fund transactions including contributions, pensions, and rollovers Maintain accurate and up-to-date fund records Reconcile investment portfolios and bank accounts Use SMSF administration software (e.g., Class Super, BGL 360) Respond to queries from internal teams or clients regarding SMSF matters Key Skills & Qualifications: Bachelors degree in Accounting, Finance, or related field Familiarity with Australian SMSF regulations and compliance Experience with SMSF software such as BGL 360 or Class (preferred) Strong analytical and reconciliation skills Excellent attention to detail and time management Good communication skills and ability to work collaboratively