Tax Agent

Team: Finance Services
Location: Cromer, NSW
Job Type: Full-Time | Part-Time

  • Competitive remuneration
  • Leadership and professional development opportunities
  • Northern Beaches location (with parking at the door)

We have a brilliant opportunity for an experienced and professional Tax Agent to join our Finance Services team.

About the Role

This role is responsible for managing a portfolio of trade and construction clients. This is a busy and varied role, and we are looking for someone with the experience. Activities include but are not limited to:

  • Preparation and revision of client tax returns prior to lodgement
  • Preparation and lodgement of BAS and IAS
  • Payroll tax and superannuation processing
  • Monthly and quarterly financial and management reports
  • EOY financials and related activities
  • Client engagement and review meetings
  • Analysis and audit
  • Set up of new clients
  • Manage the day-to-day delivery of the Tax Services team
  • Education, training, and support for the team and our clients

Skills & Experience

  • Current Tax Agent Registration (essential)
  • Minimum Diploma qualified preferably in accounting (essential)
  • 2 – 3 years’ relevant experience
  • Working knowledge of Xero, QuickBooks, or MYOB (certification ideal)
  • Demonstrated experience preparing and lodging tax returns for SMEs
  • Advanced excel skills
  • Execution of EOFY processes
  • Experience managing a multi-client portfolio
  • Exceptional organisational and time management skills
  • Strong written and verbal communication skills
  • Trade and construction industry experience (preferred)

About You

  • You are reliable; you own your commitments and deliver on what you say you will
  • You seek excellence in everything you do
  • You are a dedicated team player
  • You have a growth mindset, and are committed to continuous learning
  • You are an adept problem solver; you identify and resolve issues in a timely manner
  • You can lead, coach, and share knowledge with the team to improve operational excellence
  • You demonstrate a strong customer service ethic

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