Junior Accountant

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Monitor and respond to emails from clients and the ATO.

• Assess the daily job queue in practice management software.

• Follow up on pending client document requests.

• Prepare individual income tax returns including salary/wages, investment income, rental properties, and basic CGT events.

• Prepare tax returns for companies, trusts, and partnerships under the supervision of a senior.

• Input and reconcile data from documents provided by clients, such as payment summaries, bank statements, dividend statements, and health insurance information.

• Prepare annual PAYG withholding reports and perform reconciliations.

• Verify prefilled ATO data in the tax agent portal against client source documents.

• Input SMSF transaction data from bank statements, broker reports, and member contributions.

• Prepare SMSF financial statements, including operating statements, balance sheets, and member statements.

• Reconcile investment portfolio valuations as of 30 June.

• Assist in the preparation of SMSF annual returns.

• Lodge transfer balance account reports (TBACs) and rollover reports under supervision.

• Draft financial statements for companies, trusts, and individuals from client-supplied files in Xero/MYOB/QBO or from manual records.

• Conduct basic reconciliations in Xero/MYOB (bank, GST, PAYG, super).

• Identify and report coding errors or unusual transactions for senior review.

• Prepare workpapers and supporting schedules for depreciation, loan accounts, and Division 7A calculations.

• Prepare both quarterly and monthly Business Activity Statements (BAS).

• Reconcile GST collected and paid against the general ledger.

• Compute PAYG instalment calculations and variations.

• Lodge BAS through the ATO tax agent portal.

• Make phone calls to the ATO to follow up on client account issues such as debt, lodgement history, payment plans, and penalty remissions.

• Manage ATO correspondence and link responses to the appropriate client files.

• Request ATO transaction statements and tax account summaries via Online Services for Agents.

• Lodge or monitor requests for ATO payment arrangements.

• Update client information (address, banking details, authorized contacts) through the portal.

• Prepare and submit ABN applications for new entities (companies, trusts, sole traders, partnerships) via the Australian Business Register.

• Apply for TFNs for new entities through the ATO portal when eligible.

• Register entities for GST, PAYG Withholding, and other necessary obligations.

• Assist with ASIC company incorporations and annual statement processing.

• Maintain entity registers, including officeholders, addresses, and share structures.

• Upload and file signed documents, ATO notices, and client correspondence in the document management system.

• Update job statuses and time entries in practice management software.

• Prepare client engagement letters and authority forms for signatures.

• Send lodgement confirmations and assessment notices to clients.

⛳️ Requirements

• Degree qualified in Accounting, Finance, or a related discipline (or currently pursuing).

• Solid understanding of Australian tax compliance and ATO lodgement processes.

• Proficient in Xero, including reconciliations, AP/AR, and BAS preparation.

• Exceptional attention to detail and strong organizational skills.

• Ability to manage multiple tasks and meet deadlines concurrently.

• Clear and professional written and verbal communication skills in English.

• Proactive and solution-oriented mindset with a desire to learn.

• Ability to work independently in a remote setting.

• Experience in SMSF administration is a plus.

• Experience working with remote or outsourced teams is advantageous.

🏝️ Benefits

• Flexible working arrangements.

• Opportunities for professional development and growth.

• Supportive team environment.

• Competitive salary and benefits package.