We are looking for an experienced Tax Accountant to join our outsource team, working remotely from the Philippines to support Australian onshore accounting practices. This role is focused on small and medium family group structures and requires strong knowledge of Australian tax legislation, including the ITAA 1997, ITAA 1936, GST Act 1999, and FBTAA 1986. You will prepare high-quality, review-ready workpapers across a range of compliance and advisory areas, and collaborate closely with onshore accountants and client managers.
Key Responsibilities
Tax Compliance — Family Group Structures
- Preparation of income tax returns across all entity types within family group structures, including individuals, discretionary trusts, unit trusts, companies, and partnerships under the ITAA 1997 and ITAA 1936
- Preparation of annual trust distribution minutes and resolutions prior to 30 June, with consideration of Section 100A risk, trust streaming rules, and Div 7A implications
- Div 7A loan agreement preparation, minimum yearly repayment (MYR) calculations, and Reviewing and providing feedback on work prepared by junior outsource team members across family group compliance files
- Maintaining current knowledge of ATO rulings, Tax Determinations, Law Companion Rulings (LCRs), and legislative changes relevant to family group and SME clients
- Contributing to internal outsource team checklists, precedent workpapers, and quality control proceduresWorking within structured workflows and turnaround timeframes set by onshore practice clients, ensuring deliverables are completed accurately and on schedule
- Communicating proactively with onshore accountants and client managers regarding missing information, queries, or technical issues identified during file preparation
- Preparing clear and well-documented workpapers that enable efficient onshore review, sign-off, and lodgement
- Participating in onshore team video calls, briefings, and workflow planning sessions as required
- Adhering to data security protocols and confidentiality obligations applicable to outsourced client information
- Maintaining accurate time records and job tracking within practice management systems (e.g. CCH iFirm, Karbon, or Xero Practice Manager)
- Internal Contributionbenchmark interest rate compliance across family group loan accounts
- Preparation of BAS and IAS workpapers under the GST Act 1999, including review of coding for property transactions, mixed supplies, and input-taxed activities
- FBT return workpaper preparation including motor vehicle, expense payment, and living away from home allowance fringe benefits
- STP Phase 2 reconciliations and PAYG withholding compliance workpapers for family group payrolls
- NSW payroll tax compliance workpapers including grouping provisions and annual reconciliation schedules
- Land tax compliance schedules for family groups with NSW investment property portfolios
- ASIC annual review preparation and company register maintenance for family group corporate trustees and trading entities
- Advisory SupportPreparing year-end tax planning workpapers and summaries including trust distribution modelling, income splitting analysis, and franking credit optimisation schedules
- Applying small business entity (SBE) concessions under Subdiv 328-C, including instant asset write-off, simplified depreciation schedules, and small business income tax offset calculations
- Assisting with CGT event analysis, cost base calculations, and eligibility workpapers for the 50% CGT discount and small business CGT concessions under Div 152
- Preparing rollover relief workpapers for business restructures under Subdiv 122-A and 328-G
- Identifying Div 7A exposure within family group loan accounts and unpaid present entitlements (UPEs), and drafting remediation notes for onshore review
Outsource Team Operations
Key Requirements
- CA (Chartered Accountants Australia and New Zealand) or CPA Australia qualified, or in final stages of completion
- Minimum 3–5 years' experience in Australian public practice with demonstrated exposure to family group or SME multi-entity structures (essential)
- Strong working 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 — CCH iFirm, Handisoft, or APS
- Familiarity with the ATO's Online Services for Agents portal and practitioner lodgement service (PLS)
- Demonstrated ability to prepare high-quality, review-ready workpapers with clear documentation and audit trails
- Strong written communication skills for liaising with onshore teams, including the ability to clearly articulate queries, flag technical issues, and summarise findings
- Excellent time management and ability to work across multiple practice client files concurrently within an outsource team environment
- Registered Tax Agent under TASA 2009, or actively working towards registration with the Tax Practitioners Board (TPB)
