Role Overview:

We are seeking a highly qualified and experienced Tax Agent to join our team. The ideal candidate will have a minimum of 5 years of experience in tax planning and advice, family and SMSF (Self-Managed Superannuation Fund) trust setup, payroll management, and bookkeeping. The successful candidate will play a crucial role in managing and optimizing our clients' tax obligations, providing expert advice, and ensuring compliance with relevant tax laws and regulations.

Key Responsibilities:

    Tax Planning and Advice: Provide comprehensive tax planning and advisory services to clients to optimize their tax positions.
    Family and SMSF Trust Setup: Assist clients in setting up family trusts and SMSFs, ensuring compliance with legal requirements.
    Payroll Management: Oversee and manage payroll processes, ensuring accurate and timely payments and compliance with payroll regulations.
    Bookkeeping: Maintain accurate financial records and ensure all bookkeeping activities are up to date.
    Compliance: Ensure all activities comply with relevant tax laws and regulations.
    Client Communication: Act as the primary point of contact for clients regarding tax matters, providing clear and accurate information and advice.

Skills and Qualifications:

    Experience: Minimum of 5 years of experience as a Tax Agent.
    Tax Planning Expertise: In-depth knowledge of tax planning and advisory services.
    Trust Setup Experience: Experience in setting up family trusts and SMSFs.
    Payroll Management: Proficiency in managing payroll processes.
    Bookkeeping: Strong bookkeeping skills and experience.
    Regulatory Knowledge: Comprehensive understanding of relevant tax laws and regulations.
    Communication Skills: Excellent communication and interpersonal skills.
    Detail-Oriented: High attention to detail and accuracy.

Application Instructions:

Please include the following in your application:

    Experience Details: A detailed overview of your experience as a Tax Agent, particularly in tax planning, family and SMSF trust setup, payroll, and bookkeeping.
    Qualifications: Relevant qualifications and certifications in tax and accounting.
    Case Studies: Examples of tax planning, trust setups, payroll management, and bookkeeping you have managed.
    Availability: Your availability to start working with our team.

We are looking for a dedicated and experienced professional who can provide expert tax services to our clients. If you have the expertise and passion for tax planning and management, we would love to hear from you.

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