Intermediate Tax Accountant

Somerville Advisory Group; Western Australia; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible hours

Part-time option

Career development

Job summary

Somerville Advisory Group, based in West Perth, seeks an Intermediate Tax Accountant who has commenced the CA or CPA program and has at least one year of Australian tax practice experience. Full-time and part-time arrangements will be considered.

You will prepare and lodge tax returns for individuals and entities, with involvement in BAS/IAS and advisory work, while liaising directly with clients and ATO. Mentoring junior staff may be involved.

Qualifications

• Enrolled in CA or CPA qualification and progressing through the CPA Australia Professional Program.
• Minimum of one year's experience in an Australian public practice tax environment.
• Sound knowledge of Australian income tax and GST, with ability to research positions.
• Excellent English communication skills, both verbal and written.
• Strong organisational skills with ability to manage multiple jobs concurrently.
• Proficiency with accounting and practice management software, including cloud platforms.

Responsibilities

• Prepare and review income tax returns and financial statements for individuals, sole traders, partnerships, trusts and companies.
• Prepare and lodge BAS, IAS and other periodic compliance obligations.
• Identify and manage technical tax issues (Division 7A, trust distributions, CGT, small business concessions) with escalation.
• Assist with year-end tax planning and the delivery of advisory services to business clients.
• Manage correspondence and enquiries with the ATO on behalf of clients.
• Direct liaison with clients as primary contact for allocated jobs, gathering information and communicating outcomes.
• Support review of work prepared by graduate staff.

Skills

Tax returns

GST knowledge

Client liaison

English proficiency

Education

CA/CPA in progress

Bachelor of Commerce/Accounting

Tools

Xero

MYOB

Job description

Somerville Advisory Group is an established CPA practice located in West Perth, specialising in comprehensive taxation, accounting, bookkeeping and advisory services for a broad range of clients. We are seeking an Intermediate Tax Accountant who has commenced the CA or CPA program and has a minimum of one year's experience in an Australian tax practice. Full-time and part-time arrangements will be considered.

This role suits an accountant who has built a sound technical foundation and is ready to take greater ownership of a client portfolio, contribute to tax planning and advisory work, and support the development of junior team members.

The Role

• Preparation and review of income tax returns and financial statements for individuals, sole traders, partnerships, trusts and companies.
• Preparation and lodgement of Business Activity Statements, Instalment Activity Statements and other periodic compliance obligations.
• Identification and management of technical tax issues, including Division 7A, trust distributions, capital gains tax and small business concessions, with escalation to directors where appropriate.
• Assistance with year-end tax planning and the delivery of advisory services to business clients.
• Management of correspondence and enquiries with the Australian Taxation Office on behalf of clients.
• Direct liaison with clients as a primary point of contact for allocated jobs, including the gathering of information and the communication of outcomes.
• The role may include assisting with the review of work prepared by graduate staff.

Why Work With Us

• Diverse and substantive client base: You will manage work across a varied portfolio of clients and industries, with exposure to more complex entity structures and advisory matters than is typical in a compliance-only role.
• Direct access to directors: Our team structure provides regular, direct engagement with directors, offering mentorship on technical and advisory matters and a clear understanding of how your work contributes to client outcomes.
• Defined career progression: We support the progression of capable team members towards senior accountant and supervisory responsibilities, with ongoing investment in technical training and continuing professional development.
• Flexible work arrangements: We recognise the importance of work-life balance and offer flexible arrangements, including full-time or part-time employment, to accommodate your personal and professional needs.

Requirements

• Commenced CA or CPA qualification: Candidates must be currently enrolled in, and progressing through, the Chartered Accountants Australia and New Zealand Graduate Diploma or the CPA Australia Professional Program, together with a Bachelor's degree in Commerce, Accounting or a related discipline.
• A minimum of one year's experience in an Australian public practice tax environment: Demonstrated experience in preparing tax returns and financial statements across multiple entity types is essential.
• Sound technical knowledge: A working understanding of Australian income tax and GST legislation, and the ability to research and apply technical positions with appropriate guidance.
• Exceptional English communication skills: Strong verbal and written English proficiency is required, as the role involves direct client communication and correspondence with the ATO.
• Organisational capability: The ability to manage multiple jobs concurrently, meet lodgement deadlines and maintain a high standard of accuracy and attention to detail.
• Proficiency with accounting and practice management software: Experience with cloud accounting platforms and tax practice software is required.

Remuneration

The remuneration package will be commensurate with qualifications and experience and will be discussed during the interview process.