Senior Accountant – SME Business Services, Tax

• Prepare year-end financial statements and income tax returns for companies, trusts, partnerships, sole traders and individuals
• Prepare trust returns, review distribution resolutions, and track UPEs and beneficiary entitlements
• Handle Division 7A loan identification, minimum yearly repayments and loan schedules as needed
• Prepare annual FBT returns and workpapers when required
• Prepare BAS/IAS, GST reconciliations, PAYG instalment reviews, year-end STP and superannuation reconciliations
• Prepare SMSF annual financial statements, member statements, annual returns, audit packs and liaise with the independent auditor using BGL Simple Fund 360
• Manage ASIC annual reviews, solvency resolutions, company changes and registers using BGL CAS 360
• Perform ATO pre-lodgement checks and reporting through online services for agents
• Review and clean up Xero ledgers, including reconciliations, journals, accruals, fixed assets and depreciation
• Help implement and run Xero Practice Manager, including jobs, statuses, timesheets and budgets
• Prepare Practice Ignition compliance proposals and engagement renewals for Director approval
• Draft information requests and client query emails; send routine written follow-ups once established
• Prepare tax-planning estimates and workpapers for Director review
• From month three, help implement AI-assisted bookkeeping and transaction coding
• Maintain standardized, documented workpaper files
• Own year-end compliance for a portfolio of Australian SME clients and work directly with the Director

• Bachelor's degree in Accounting/Accountancy
• Strong working knowledge of Australian tax: income tax for companies, trusts, partnerships and individuals; Division 7A; trust taxation and UPEs (including awareness of s100A); FBT; CGT; GST
• Hands-on Xero experience
• Intermediate+ Excel
• Excellent written and spoken English, able to draft client-facing emails with minimal editing
• 5–7 years' accounting experience, with a minimum 5 years in Australian public practice
• SME business services experience with clients up to approximately $6M turnover
• Independently completed full year-end compliance for companies, trusts and individuals
• Competent handling of Division 7A and FBT when required
• Managed own job list and timesheets in XPM or a similar practice management system
• Autonomous, detail-oriented, deadline-disciplined and process-minded
• Integrity and strict confidentiality with client data
• Willingness to adopt AI tools and act on review feedback
• Xero Practice Manager experience highly regarded
• BGL Simple Fund 360, BGL CAS 360, Practice Ignition, CPA (Philippines) or CA/CPA ANZ, AI/automation exposure, supervision/review/training experience, and real estate or service-business client experience are advantageous

• Founding team member: the first hire in an offshore team planned to grow to approx. 5 – you help build it, not just join it
• Clear pathway to Tax Manager: formal promotion review at 12 months against defined criteria
• Work directly with the Director – fast feedback, real mentoring and visibility of your work
• Remote role – work from home anywhere in the Philippines
• Varied, technical work: companies, trusts, SMSF and corporate secretarial, with Div 7A and FBT as they arise – build a well-rounded Australian tax skill set
• Modern cloud stack (Xero, Xero Practice Manager (being implemented), BGL Simple Fund 360, BGL CAS 360, Practice Ignition) and hands-on involvement in rolling out AI bookkeeping – skills that put you ahead of the market
• A growing practice: new clients every week from a proven marketing engine, so your role and responsibilities grow with it
• Stable, established firm – operating since 2002
• Competitive, above-market package for the right candidate