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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