Senior Accountant – SME Business Services, Tax

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

📋 Description

• Prepare financial statements and income tax returns for a variety of entities including companies, trusts, partnerships, sole traders, and individuals at year-end.

• Generate trust returns, evaluate distribution resolutions, and monitor UPEs and beneficiary entitlements.

• Identify Division 7A loans, manage minimum yearly repayments, and create loan schedules as necessary.

• Create annual FBT returns and associated workpapers when needed.

• Prepare BAS/IAS, perform GST reconciliations, conduct PAYG instalment reviews, and execute year-end STP and superannuation reconciliations.

• Develop annual financial statements for SMSFs, member statements, annual returns, audit packs, and coordinate with the independent auditor using BGL Simple Fund 360.

• Oversee ASIC annual reviews, solvency resolutions, company changes, and registers utilizing BGL CAS 360.

• Conduct ATO pre-lodgement checks and reporting through online services for agents.

• Review and rectify Xero ledgers, including reconciliations, journals, accruals, fixed assets, and depreciation.

• Assist in the implementation and operation of Xero Practice Manager, covering jobs, statuses, timesheets, and budgets.

• Prepare compliance proposals and engagement renewals for Director approval through Practice Ignition.

• Draft information requests and client query emails; send routine follow-ups once established.

• Prepare tax-planning estimates and workpapers for review by the Director.

• From the third month, assist in the implementation of AI-assisted bookkeeping and transaction coding.

• Maintain organized, documented workpaper files.

• Manage year-end compliance for a portfolio of Australian SME clients and collaborate directly with the Director.

⛳️ Requirements

• Bachelor's degree in Accounting/Accountancy.

• Strong understanding of Australian taxation including income tax for companies, trusts, partnerships, and individuals; Division 7A; trust taxation and UPEs (including familiarity with s100A); FBT; CGT; GST.

• Practical experience with Xero.

• Intermediate to advanced skills in Excel.

• Excellent English proficiency, both written and spoken, with the ability to draft client-facing emails requiring minimal editing.

• 5–7 years of accounting experience, including a minimum of 5 years in Australian public practice.

• Experience in SME business services for clients with turnover up to approximately $6M.

• Independent completion of full year-end compliance for companies, trusts, and individuals.

• Proficient in handling Division 7A and FBT as necessary.

• Managed personal job lists and timesheets in XPM or a similar practice management system.

• Self-motivated, detail-oriented, disciplined with deadlines, and process-focused.

• Maintains integrity and strict confidentiality regarding client data.

• Willingness to embrace AI tools and respond to review feedback.

• Experience with Xero Practice Manager is highly valued.

• Familiarity with BGL Simple Fund 360, BGL CAS 360, Practice Ignition, CPA (Philippines) or CA/CPA ANZ, exposure to AI/automation, supervisory/review/training experience, and experience with real estate or service-business clients are advantageous.

🏝️ Benefits

• As a founding team member, you will be the initial hire in an offshore team that is expected to grow to approximately 5 members, allowing you to help build the team rather than just join it.

• Clear advancement path to Tax Manager with a formal promotion review at 12 months based on defined criteria.

• Work closely with the Director for quick feedback, genuine mentorship, and visibility of your contributions.

• Enjoy the flexibility of a remote role, working from home anywhere in the Philippines.

• Engage in diverse and technical work involving companies, trusts, SMSFs, and corporate secretarial duties, along with Division 7A and FBT as they arise, helping you to develop a comprehensive skill set in Australian taxation.

• Use modern cloud technologies (Xero, Xero Practice Manager (currently being implemented), BGL Simple Fund 360, BGL CAS 360, Practice Ignition) and actively participate in the rollout of AI bookkeeping, enhancing your marketability.

• Be part of a growing practice with new clients acquired weekly from an effective marketing strategy, allowing your role and responsibilities to expand.

• Join a stable and established firm that has been operating since 2002.

• Receive a competitive compensation package that exceeds the market rate for the right candidate.