Senior Tax Manager - Advisory & Compliance Lead

Fortuna Advisory Group; Perth; On-site; AUD 90,000 - 120,000; Full time

Job summary

Fortuna Advisory Group in Perth seeks an Assistant Tax Manager/Accounting Supervisor to manage a client portfolio, review work of junior staff and independently complete complex advisory engagements.

The role requires CA/CPA qualifications, recent Australian public practice experience, and strong technical accuracy with tax, SMSF and trust/ corporate compliance. Leadership and mentoring are essential for team growth.

Qualifications

• CA or CPA qualified (or equivalent) completed.
• Must have recent experience in Australian public practice.
• Demonstrated capacity to independently manage and finalise high-level, complex engagements.
• Proven review experience across a broad range of entity types.
• Sound working knowledge of tax, SMSF and corporate/trust compliance and advisory.
• Proficiency with practice and lodgement software.

Responsibilities

• Manage an allocated client portfolio as a primary day-to-day contact, maintaining strong relationships and anticipating client needs.
• Independently prepare and finalise complex financial statements, income tax returns and advisory work for companies, trusts, partnerships, and individuals.
• Act as senior reviewer, providing high-level review and sign-off on work prepared by others, with a strong eye for technical accuracy, risk and quality.
• Handle sophisticated engagements including trust and corporate structuring, Division 7A, CGT (including small business concessions), FBT, GST, payroll tax and SMSF compliance.
• Research and resolve technical issues, and document positions clearly for the file.
• Supervise, mentor and develop junior and intermediate staff, providing constructive feedback through the review process.
• Monitor workflow to ensure engagements are delivered on time and to standard.
• Contribute to a positive, collaborative team culture.
• Ensure work complies with relevant legislation, professional and ethical standards, and firm quality/risk procedures.
• Contribute to process improvement and adoption of firm systems and technology.

Skills

Strong technical judgement

Clear written and verbal communication

Time and workflow management

Leadership and mentoring

Commercial awareness and a proactive,

Education

CA or CPA qualified (or equivalent)

Tools

Practice management software

SMSF and tax software

Job description

Fortuna Advisory Group in Perth seeks an Assistant Tax Manager/Accounting Supervisor to manage a client portfolio, review work of junior staff and independently complete complex advisory engagements.

The role requires CA/CPA qualifications, recent Australian public practice experience, and strong technical accuracy with tax, SMSF and trust/ corporate compliance. Leadership and mentoring are essential for team growth.