POSITION PURPOSE 

You will work in a team alongside your AU-based colleagues to support a portfolio of clients. This role is responsible for preparing client financial reports and tax returns while ensuring adherence to key statutory requirements and compliance obligations. Additionally, you will oversee clients’ tax obligations.

KEY RELATIONSHIPS / INTERACTIONS

This role involves direct engagement with:

• Clients
• Your team (Accountants & Bookkeepers) 
• The wider Retinue team 
• The Australian Tax Office

RESPONSIBILITIES

• Prepare financial statements with a high degree of accuracy.
• Prepare, review, and submit all statutory tax filings for clients, including but not limited to BAS, IAS, ITR, CTR, TTR, FBT, and PRT.
• Review Individual Tax Returns prepared by offshore accountants.
• Establish priorities to efficiently manage workload.
• Communicate clearly and in a timely manner with clients.
• Manage multiple tasks and jobs effectively while maintaining high-quality work.
• Please note that this list is not exhaustive, and responsibilities may evolve to align with the company’s objectives.

VALUES & BEHAVIOURS

This role requires a commitment to the company’s core values: honesty, accountability, adaptability,

humility, and commitment. These values are demonstrated through the following behaviours:

• Deliver on promises
• Keep it simple
• Move with pace
• Always be learning
• Provide a ‘white carpet’ experience
• Set the standards
• No surprises
• Put clients first

CORE SKILLS

To succeed in this role, you should possess:

• The ability to work in a fast-paced environment
• Strong attention to detail
• Effective problem-solving skills
• Excellent time management
• Strong collaboration and teamwork abilities
• Resilience and adaptability
• A customer-focused approach
• Clear written and verbal communication skills

REQUIRED SKILLS & EXPERIENCE

• CPA or CA qualification (or near completion) or PHP CPA
• Experience working with small business clients
• Proficiency in Xero, MYOB, and Xero Practice Manager
• Proven ability to manage a portfolio of clients and review the work of junior staff
• Minimum of two years of experience in Australian tax, preferably in the preparation of Income Tax Returns
• Basic understanding of Australian tax concepts, including income, deductions, and rental properties
• Strong proficiency in Xero, Xero Payroll, and other accounting software tools
• Ability to multitask and prioritise work effectively
• Keen attention to detail and a commitment to delivering high-quality work
• Excellent written and verbal communication skills