Tax Agent
Core
Prepare tax returns and financial statements for individuals, partnerships, companies, trusts, and SMSFs while providing strategic tax planning advice.
Role type
Senior Tax Agent
Builds
Tax compliance filings and strategic financial advice for SMEs
Domain
Accounting and Taxation (Australia)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Australian tax legislation expertise, Xero proficiency, regulatory liaison, financial statement preparation, strategic tax planning, client relationship management
Preferred skills
CPA or CA qualification, mentoring experience, marketing initiative support, budgeting and forecasting
Technologies
Xero, cloud-based accounting tools
Responsibilities
Prepare tax returns and financial statements for various entity types; Manage BAS, GST, and FBT returns; Liaise with ATO, ASIC, and other regulatory bodies; Lead complex tax return reviews; Mentor junior accountants; Support clients with budgeting and cash flow planning
Seniority
Senior, hands-on IC with mentorship duties