R&D Tax Lodgement Coordinator

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

📋 Description

• Accountable for facilitating the complete operational workflow of client R&D tax submissions.

• Oversee accounting and financial documentation.

• Coordinate the onboarding process for clients and handle follow-up communications.

• Ensure all submission requirements are meticulously prepared and systematically organized.

• Request necessary documentation from clients in a timely manner.

• Liaise with client accountants to acquire tax and financial data.

• Prepare documents for technical review discussions.

• Utilize meeting transcripts to draft initial summary documents.

• Collect and arrange pertinent financial information.

• Generate R&D tax schedules.

• Maintain updated project management tools with current client statuses.

• Create weekly reports detailing work progress and upcoming deadlines.

• Follow up with clients for feedback after the completion of projects.

⛳️ Requirements

• A minimum of 5 years’ experience in accounting, tax administration, bookkeeping, or offshore accounting support.

• Strong comprehension of accounting records, tax processes, and financial documents including P&Ls, payroll summaries, invoices, and general ledgers.

• Proficient in using Xero, Excel, and Google Sheets.

• Exceptional written English skills with confidence in communicating with clients and accountants via email.

• Highly detail-oriented, organized, and capable of working independently using checklists and workflows.

• Experience in supporting Australian accounting firms, tax agents, or professional services firms is strongly preferred.

• Must be comfortable with consistently following up with clients and accountants in a professional manner without requiring constant prompting.

🏝️ Benefits

• Opportunity to work in a dynamic and supportive environment.

• Professional development and growth opportunities.

• Flexible working arrangements.