Taxation Accountant

Compagnoni Accounting; Mittagong; On-site; AUD 81,000 - 99,000; Full time

Job summary

Compagnoni Accounting Pty Ltd in Mittagong NSW is seeking a Taxation Accountant to join our on-site team on a full-time, permanent basis.

Your role will include preparing income tax returns for individuals, companies, trusts and SMSFs, and preparing BAS, FBT and financial statements using Xero, Xero Tax and BGL Simple Fund 360.

We value practical Australian tax knowledge, strong attention to detail, and clear client communication; CA/CPA not required. Salary circa $90,000 p.a. plus superannuation.

Qualifications

• A bachelor’s degree in accounting, commerce or a closely related discipline.
• At least two years’ experience in an Australian public accounting practice.
• Practical working knowledge of Australian income tax, GST, FBT and SMSF compliance.
• Experience preparing Australian income tax returns and financial statements for individuals and business entities.
• Proficiency in Xero and Xero Tax.
• Experience using BGL Simple Fund 360 or equivalent SMSF compliance software.
• High accuracy with minimal partner-level review.
• Strong organisational skills and attention to detail.
• Good written and verbal communication skills.
• Professional communication style with clients and colleagues.
• Ability to manage work, meet deadlines and communicate with clients.
• Experience with Karbon or Xero Practice Manager is advantageous.

Responsibilities

• Prepare income tax returns for individuals, companies, trusts, partnerships and SMSFs.
• Prepare special-purpose financial statements.
• Prepare BAS, Instalment Activity Statements and FBT returns.
• Analyse clients’ income, expenditure and costs.
• Review financial information for accuracy and compliance.
• Research Australian tax issues and prepare technical briefings.
• Manage SMSF annual compliance including liaising with auditors.
• Correspond with clients and the ATO on compliance and advisory matters.
• Assist with responses to ATO reviews, audits, private rulings and objections.
• Prepare and maintain workpapers using Xero, Xero Tax and BGL Simple Fund 360.
• Maintain client records using Xero Practice Manager and Karbon.
• Manage engagements from workpaper to lodgement and post-lodgement review.
• Liaise with clients to explain taxation matters clearly.

Skills

Taxation knowledge

Xero/Xero Tax

SMSF compliance

Attention to detail

Communication

Education

Bachelor's degree in accounting, commerce or related discipline

Tools

Xero Practice Manager

Karbon

BGL Simple Fund 360

Job description

Compagnoni Accounting Pty Ltd is a public accounting practice located at 1/65 Main Street, Mittagong, in the Southern Highlands of NSW. We provide taxation compliance and advisory services to individuals, companies, trusts, partnerships and self-managed superannuation funds. We are a friendly, close-knit team with longstanding client relationships and a strong focus on approachable, high-quality service.

We are seeking a suitably qualified and experienced Taxation Accountant to join our Mittagong office on a full-time, permanent basis.

This is an on-site position and is not available as a remote role.

The role

Prepare income tax returns for individuals, companies, trusts, partnerships and self-managed superannuation funds

Prepare special-purpose financial statements

Prepare Business Activity Statements, Instalment Activity Statements and Fringe Benefits Tax returns

Analyse clients' income, expenditure and operating costs

Review financial information for accuracy and compliance with statutory requirements

Research and analyse Australian taxation issues — including business structures, CGT, Division 7A, trust distributions, small-business CGT concessions and superannuation contributions — and prepare technical briefings and recommendations for partner-level review

Manage SMSF annual compliance work, including liaison with independent auditors and actuaries

Correspond with clients and the Australian Taxation Office on compliance and advisory matters

Assist with responses to ATO reviews and audits, private ruling applications and objections

Prepare and maintain accurate workpapers using Xero, Xero Tax and BGL Simple Fund 360

Maintain client records, time entries and workflow status using Xero Practice Manager and Karbon

Manage assigned client engagements from workpaper preparation through to lodgement and post-lodgement review

Liaise directly with clients and explain taxation and compliance matters clearly

About you

To be considered, you must have:

A bachelor's degree in accounting, commerce or a closely related discipline

At least two years' experience working in an Australian public accounting practice

Practical working knowledge of Australian income tax, GST, FBT and SMSF compliance

Experience preparing Australian income tax returns and financial statements for individuals and business entities

Proficiency in Xero and Xero Tax

Experience using BGL Simple Fund 360 or equivalent SMSF compliance software

A high standard of technical accuracy, with demonstrated ability to prepare compliance work requiring minimal partner-level review

Strong organisational skills and close attention to detail across all client work

Strong written and verbal communication skills

A friendly and professional communication style, with the ability to build positive working relationships with clients and colleagues

The ability to manage assigned work, meet deadlines and communicate directly with clients

Experience using Karbon or Xero Practice Manager will be advantageous but is not essential.

CA or CPA membership or enrolment is not required for this position.

Employer: Compagnoni Accounting Pty Ltd
Position: Taxation Accountant
Location: 1/65 Main Street, Mittagong NSW 2575
Employment: Full-time, permanent
Work arrangement: On-site; not remote
Salary: $90,000 per annum plus superannuation