Tax Manager

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

Assistant Tax Manager/Accounting Supervisor - Permanent Opportunity

About Fortuna

Fortuna Advisory Group is a rapidly expanding, multi-disciplinary advisory firm offering end-to-end professional services including Business Advisory, Tax and Accounting, Mortgage Broking and Business Loans, Legal and Succession/Estate Planning, Financial Planning and Wealth Management, Insurance Broking, Managed IT and Cyber Security, and HR, Recruitment and Investigation solutions.

Since launching in Perth in 2012, Fortuna has grown to support over 15,000 clients nationally and is recognised as one of Australia’s fastest-growing professional services groups.

Position purpose

To manage a portfolio of clients end-to-end, act as senior technical reviewer for work prepared by junior and intermediate staff, and independently complete complex advisory and compliance engagements with minimal supervision. The role carries significant review responsibility and is expected to be a technical point of reference for the team.

Key responsibilities

• Manage an allocated client portfolio as a primary day-to-day contact, maintaining strong relationships and anticipating client needs.
• Identify advisory and value-add opportunities and raise them with the responsible Principal.

• 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.

Qualifications and experience

• 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 (e.g. practice management, workpapers, SMSF and tax software).

Skills and attributes

• Strong technical judgement and attention to detail.
• Clear written and verbal communication, including client-facing correspondence.
• Effective time and workflow management across competing deadlines.
• Leadership and mentoring capability.
• Commercial awareness and a proactive, solutions-focused approach.

Why Join Us?

• Work with diverse and dynamic clients across various industries.
• Enjoy a flexible and collaborative working environment.
• Competitive compensation and performance-based incentives.
• Opportunities for personal and professional growth.

If you’re ready to make an impact and drive financial success for businesses, we’d love to hear from you!

Follow us on LinkedIn: https://www.linkedin.com/company/fortuna-accountants-&-business-advisors/?viewAsMember=true

Website: https://www.fortunaadvisors.com.au/