Manager - Partner Tax & Business Advisory

Kpmgaustralia1; Sydney; Hybrid; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Flu vaccinations

Volunteer leave

Discounted health insurance

MS Office for home

Retail discounts

Flexible hours & locations

Parental leave

Job summary

KPMG Australia is seeking a senior tax professional for an internal service role within the Mid Market & Private division. You will prepare and review financial statements and income tax returns for discretionary trusts, companies, and individuals for internal clients (KPMG Partners), and provide tailored tax advice.

You'll manage the annual compliance process for many client groups, coordinate onboarding of new clients, and mentor junior team members.

Qualifications

• Experience overseeing a portfolio of internal Partners with complex financial and tax affairs.
• Experience in preparing financial statements per Australian standards and tax returns for trusts and individuals.
• CA or CPA qualifications are essential.

Responsibilities

• Prepare and review financial statements and income tax returns for discretionary trusts, companies and individuals for internal clients (KPMG Partners).
• Provide tailored taxation advice on personal income tax, capital gains tax, superannuation and private company tax issues.
• Manage annual compliance process for a large number of client groups.
• Coordinate onboarding of new clients, including ABN, TFN, GST and other obligations.
• Train, mentor and provide feedback to junior team members; share knowledge to improve efficiencies.

Skills

Attention to detail

Organisational skills

Verbal and written communication

Team player

Work under pressure

Education

CA/CPA or equivalent

Job description

Mid Market & Private is a specialist division of KPMG Australia, dedicated to advising the emerging, private and mid-market. We work with established and emerging entrepreneurs, family businesses, private clients, not-for-profits and fast-growing companies to build successful, efficient and resilient organisations. By bringing our diverse expertise together, we give our clients the confidence to focus on the things that will truly make an impact and help them grow.

Joining us means you will be part of an agile and flexible working environment that can offer you best in class learning and personal development opportunities. Not to mention an array of benefits including annual flu vaccinations, volunteer leave, discounted health insurance, MS Office for home products and a load of retail discounts.

Your Opportunity

• Work in a dynamic, fun and supportive team of skilled professionals in a highly confidential internal service role
• Prepare and review financial statements and income tax returns for discretionary trusts, companies and individuals for internal clients (KPMG Partners)
• Prepare and provide tailored taxation advice with respect to tax matters commonly identified in a business services client base such as: personal income tax, capital gains tax, superannuation and private company tax issues in particular Division 7A and GST
• Project management of the annual compliance process for a large number of client groups
• Providing personalised structuring advice
• Coordinate the onboarding of new clients including answering questions regarding settlement and incorporation of new trusts and companies, ABN, TFN, GST and other Australian tax compliance obligations
• Training, review, mentoring and providing feedback to more junior team members
• Knowledge share within the team to create efficiencies
• Access to training through monthly tax technical updates, bi-annual accounting updates applicable to your client base - for example Tax updates; and broader professional development through our partners like LinkedIn Learning

About You

• Preferred experience overseeing a portfolio of internal Partners with complex financial and tax affairs, with expertise in structuring for asset protection, tax optimisation, and succession planning
• Have intermediate experience with the preparation and review of financial statements prepared in accordance with Australian Accounting Standards and Australian income tax returns for family trusts and individuals
• Are CA/CPA or equivalent qualified with relevant tertiary qualifications or working towards
• Have excellent attention to detail and high level of organisational skills
• Are able to work effectively and efficiently under pressure to specific deadlines
• Have a friendly, professional attitude, pro-active, self-starter with a collaborative team player approach
• Have a high standard of integrity, confidentiality, accountability, and professionalism (discretion in dealing with confidential information is essential)
• Have strong verbal and written communication skills

As the successful candidate you will have experience in either a similar role in a professional services firm or in a commercial environment. Coupled with this you will also have a passion for ongoing learning and working a team environment. Qualifications such as CA or CPA are essential.

KPMG is a professional services firm with global outreach and deep sector experience. We work with clients across an array of industries to solve complex challenges, steer change and enable growth.

Our people are what make KPMG the thriving workplace that it is and what sets us apart is that we know great minds think differently. Collaborate with a team of passionate, highly skilled professionals who've got your back. You'll build relationships with unique and diverse colleagues who will provide you with the support you need to be your best and produce meaningful and impactful work in an inclusive, equitable culture.

At KPMG, you'll take control over how you work. We're embracing a new way of working in many ways, from offering flexible hours and locations to generous paid parental leave and career breaks. Our people enjoy a variety of exciting perks, including retail discounts, health and wellbeing initiatives, learning and growth opportunities, salary packaging options and more.

Diverse candidates have diverse needs. During your recruitment journey, information will be provided about adjustment requests. If you require additional support before submitting your application, please contact the Talent Attraction Support Team.

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