Senior Tax Accountant – Supervisor

Carnegie Financial Services Ltd; Parramatta; Hybrid; AUD 110,000 - 140,000; Full time

Benefits offered by this job

First Time Right bonus

Work from home 1 day per week after1)

Job summary

Carnegie Financial Services Ltd seeks two Senior Accountants to step in as 2IC to Managers, handling complex technical tax and accounting work, ensuring accuracy, and guiding client outcomes.

You’ll review junior work, discuss results with clients, and leverage the First Time Right bonus program. A defined pathway and discretionary pay reviews support progression, with one day/week WFH post-probation.

Qualifications

• CA/CPA qualified, or progressing through CA/CPA program
• 4+ years in Australian public practice accounting
• Experience preparing and reviewing Australian tax returns for individuals, companies, trusts, partnerships and SMSFs
• Extensive property investment taxation knowledge including depreciation and CGT
• Strong Division 7A knowledge incl. loan agreements and deemed dividends
• Experience with BAS/IAS preparation and ATO compliance
• Proficient with Xero and XPM; familiarity with other software
• Ability to review others’ work and provide constructive feedback
• Clear communicator able to explain outcomes to clients in plain language
• Team player with openness to feedback

Responsibilities

• Prepare and review financial statements and tax returns for companies, trusts, partnerships, SMSFs and individuals
• Tackle complex technical work including tax research and multi-entity structures
• Review junior team members' work and raise technical standards
• Act as 2IC to Manager, supporting workflow, deadlines and quality control
• Identify tax planning and compliance issues and flag them to the Manager
• Discuss return outcomes with clients and explain next steps
• Handle property investment clients, including rental schedules and depreciation
• Collaborate with Lending, Compliance, Strategic Business and Strategic Investment hubs as needed
• Contribute in team meetings and share knowledge across the team

Skills

CA/CPA qualified

Public practice experience

Tax return review

Property investment taxation

CGT knowledge

Division 7A knowledge

BAS/IAS preparation

Xero/XPM

Client communication

Education

CA/CPA qualification

Tools

Xero

XPM

Job description

We're looking for two technically strong Senior Accountants to step in as 2IC to two of our Managers. You'll be the person your Manager relies on to handle complex work, keep quality high and keep the workload moving, accurately and efficiently. These roles are more technical than client-facing. Your focus is on getting the work right, but you'll still speak with clients to walk them through the outcomes of their returns and what comes next. If you enjoy the technical side of accounting and take pride in clean, well-prepared work, this role is built for you. And because we value getting it right, our "First Time Right" bonus structure rewards exactly that.

Key responsibilities

• Prepare and review financial statements and tax returns for companies, trusts, partnerships, SMSFs and individuals
• Take on the more complex technical jobs in the team, including tax research and multi-entity structures
• Review work prepared by junior team members and help them lift their technical standard
• Act as 2IC to your Manager, supporting workflow, deadlines and quality control
• Identify tax planning and compliance issues as you work and flag them to your Manager
• Discuss return outcomes with clients clearly and confidently
• Handle property investment clients, including rental property returns, depreciation, CGT on property disposals and property-holding structures
• Collaborate with our specialised service hubs (Lending, Compliance, Strategic Business, Strategic Investment) when a client needs more than compliance
• Contribute in team meetings and share technical knowledge across the team

About you

• CA/CPA qualified, or well progressed through your CA/CPA program
• 4+ years’ experience in an Australian public practice accounting firm (essential)
• Hands-on experience preparing and reviewing Australian tax returns across individuals, companies, trusts, partnerships and SMSFs
• Extensive experience with property investment taxation, including rental property schedules, Division 40 and 43 depreciation, negative gearing, and property held through trusts, companies and SMSFs
• Strong working knowledge of CGT, including property disposals, the main residence exemption, small business CGT concessions and cost base calculations
• Solid understanding of Division 7A, including loan agreements, minimum yearly repayments and identifying deemed dividend risks
• Working knowledge of trust distributions and streaming, and FBT
• Experience with BAS/IAS preparation and lodgement, ATO correspondence, lodgement programs and ATO compliance
• Preparation and review of financial statements in line with current Australian Accounting Standards
• Proficient with Xero and XPM; exposure to other software highly regarded
• Accurate and efficient: you get it right the first time and get it done
• Comfortable reviewing others’ work and giving constructive feedback
• A clear communicator who can explain outcomes to clients in plain language
• A team player who takes feedback as a privilege, not a criticism
• Access to our "First Time Right" bonus program, designed to reward the accuracy and efficiency we value most
• A defined pathway (Entry, Developing, Proficient, Senior, Leadership) with transparent criteria for what "next level" looks like, not guesswork
• Discretionary pay reviews based on performance and growth, not locked into a once-a-year cycle
• Work from home one day per week after probation
• Regular 1:1s with firm leadership to track your progress and shape your future here