Experienced Tax Accountant — Small & Medium Family Groups | Outsource Team

4 weeks ago
Full-time
Mid Level
Finance and Accounting
Outsourced Staff

Outsourced Staff

Outsourced Staff provides high-performing dedicated teams of tech, digital, and customer support specialists in the Philippines, helping businesses reduce costs and increase productivity.

Professional Services
11-50

Description

  • Prepare income tax returns for individuals, discretionary trusts, unit trusts, companies, and partnerships within family group structures.
  • Prepare annual trust distribution minutes and resolutions, including Section 100A, trust streaming, and Div 7A considerations.
  • Prepare Div 7A loan agreements and minimum yearly repayment calculations, and review work completed by junior team members.
  • Maintain current knowledge of ATO rulings, tax determinations, law companion rulings, and legislative changes affecting family group and SME clients.
  • Prepare BAS and IAS workpapers, including coding reviews for property transactions, mixed supplies, and input-taxed activities.
  • Prepare FBT return workpapers covering motor vehicle, expense payment, and living away from home allowance benefits.
  • Complete STP Phase 2 reconciliations and PAYG withholding compliance workpapers for payrolls.
  • Prepare NSW payroll tax and land tax compliance schedules, including reconciliations and grouping provisions.
  • Prepare ASIC annual review documentation and maintain company registers for trustees and trading entities.
  • Develop year-end tax planning workpapers, trust distribution modelling, income splitting analysis, and franking credit optimisation schedules.
  • Identify Div 7A exposure and unpaid present entitlements, and draft remediation notes for onshore review.
  • Contribute to internal checklists, precedent workpapers, and quality control procedures, while ensuring accurate and timely delivery of workpapers for onshore review and lodgement.

Requirements

  • CA or CPA qualification, or being in the final stages of completion.
  • 3–5 years of Australian public practice experience with exposure to family group or SME multi-entity structures.
  • Strong knowledge of discretionary trust taxation, Div 7A compliance, CGT events, SBE concessions, and Section 100A trust distribution rules.
  • Solid understanding of the ITAA 1997, ITAA 1936, TAA 1953, GST Act 1999, and FBTAA 1986.
  • Proficiency in Xero and at least one Australian tax lodgement platform such as CCH iFirm, Handisoft, or APS.
  • Familiarity with the ATO Online Services for Agents portal and practitioner lodgement service (PLS).
  • Ability to prepare high-quality, review-ready workpapers with clear documentation and audit trails.
  • Strong written communication skills for liaising with onshore teams and summarising technical issues or queries.
  • Excellent time management and ability to manage multiple client files concurrently in an outsource environment.
  • Registered Tax Agent under TASA 2009, or actively working toward TPB registration.

Benefits

  • Remote work from the Philippines supporting Australian accounting practices.
  • Opportunity to work with onshore accountants and client managers on family group and SME matters.
  • Structured workflows and defined turnaround timeframes.
  • Exposure to a broad range of compliance and advisory work.
  • Participation in onshore team video calls, briefings, and workflow planning sessions.

Interested in this position?

Apply directly on the company website

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