Role Description We are seeking a detail-oriented Junior Accountant to support our Senior Accountant and broader finance team. This role covers the full range of day-to-day accounting tasks including: - Tax return preparation - SMSF work - BAS lodgement - ATO liaison - Financial statement support Key Responsibilities - Morning Routine - Check and action emails from clients and the ATO - Review the day's job queue in practice management software - Follow up on outstanding client document requests - Tax Return Preparation - Prepare individual income tax returns (salary/wages, investment income, rental properties, basic CGT events) - Prepare company, trust, and partnership tax returns under supervisor review - Enter and reconcile data from client-supplied documents (payment summaries, bank statements, dividend statements, health insurance) - Prepare PAYG withholding annual reports and reconciliations - Cross-check prefilled ATO data in the tax agent portal against client source documents - SMSF Work - Enter SMSF transaction data from bank statements, broker reports, and member contribution records - Prepare SMSF financial statements (operating statement, balance sheet, member statements) - Reconcile investment portfolio valuations at 30 June - Assist with preparation of SMSF annual returns - Lodge transfer balance account reports (TBACs) and rollover reporting under supervision - Financial Statement Preparation - Prepare draft financial statements for companies, trusts, and individuals from client-supplied Xero/MYOB/QBO files or manual records - Perform basic Xero/MYOB reconciliations (bank, GST, PAYG, super) - Identify and flag coding errors or unusual transactions for senior review - Prepare workpapers and supporting schedules (depreciation, loan accounts, Div 7A calculations) - BAS and Indirect Tax - Prepare quarterly and monthly Business Activity Statements (BAS) - Reconcile GST collected and paid against the general ledger - Prepare PAYG instalment calculations and variations - Lodge BAS via the ATO tax agent portal - ATO Liaison and Portal Tasks - Make ATO phone calls to follow up on client account matters (debt, lodgement history, payment plans, penalty remissions) - Action ATO correspondence and link responses to the correct client file - Request ATO transaction statements and tax account summaries via Online Services for Agents - Lodge or track requests for ATO payment arrangements - Update client details (address, banking, authorised contacts) via the portal - Entity Registrations and Applications - Prepare and lodge ABN applications for new entities (companies, trusts, sole traders, partnerships) via the Australian Business Register - Apply for TFNs for new entities via the ATO portal where eligible - Register entities for GST, PAYG Withholding, and other obligations as required - Assist with ASIC company incorporations and annual statement processing - Maintain entity registers (officeholders, addresses, share structures) - File and Practice Management - Upload and file signed documents, ATO notices, and client correspondence to the document management system - Update job status and time entries in practice management software - Prepare client engagement letters and authority forms for signing - Send lodgement confirmations and assessment notices to clients - Tools and Systems - Xero, MYOB, and/or QBO - ATO Online Services for Agents and tax agent portal - Google Suite (Docs, Sheets, Drive) - Microsoft Office Suite - Asana - Zoom and Google Meet Qualifications - Degree qualified in Accounting, Finance, or related discipline (or working towards it) - Sound understanding of Australian tax compliance and ATO lodgement processes - Working knowledge of Xero, including reconciliations, AP/AR, and BAS preparation - High attention to detail and strong organisational skills - Ability to manage multiple tasks and deadlines simultaneously - Clear, professional written and verbal communication in English - Proactive, solutions-focused approach with a willingness to learn - Ability to work autonomously in a remote environment - Experience with SMSF administration is advantageous - Experience working with remote or outsourced teams is advantageous Technical Requirements - An IT remote assessment will be conducted. - Windows desktop or laptop (Windows 7 or above) or Mac (OS 10.8 or above) - Working webcam and headset with microphone - Stable wired internet connection - Backup internet connection (pocket WiFi or mobile broadband) - Quiet and professional working environment Other Information - Strong attention to detail is essential - Role follows Australian business hours - Full time, long-term role with growth opportunities Work Arrangement & Expectations This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to: - Disclose any existing ongoing roles or client work - Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)

• Prepare and submit customer invoices and compile supporting documentation • Maintain billing records and assist with updates based on contract or funding changes • Monitor accounts receivable balances and assist with collections follow-ups as needed • Support month-end close activities, including reconciliations and unbilled analysis • Assist in resolving billing discrepancies in coordination with internal teams • Maintain organized documentation to support audits and compliance requirements • Support external audit requests by gathering documentation • Assist with process improvements and other ad hoc projects as needed

• Process vendor invoices and ensure proper coding and supporting documentation • Assist with vendor setup and maintenance, ensuring accurate and complete records • Support payment processing, including check runs, ACH, and credit card transactions • Perform account reconciliations and assist with month-end close activities, including AP accruals • Track and resolve invoice discrepancies in coordination with internal teams • Assist with credit card reconciliations and documentation review • Maintain organized records to support audit and compliance requirements • Support external audit requests by gathering documentation • Assist with process improvements and other ad hoc projects as needed

Title: Senior Accountant Location: US - Remote Job Description: About this role We are looking for a Senior Accountant to join the company’s Corporate Accounting team and support the company’s continued growth. You will assist the team by improving controls and processes to meet our operational and reporting requirements that will help scale and shape our business. You will work closely with senior members of the team on core accounting functions, including preparing journal entries, and supporting the month-end close process. What you’ll do - Responsible for day-to-day management of GL functions, such as leases, equity, capitalized software, and allocations - Prepare journal entries and perform account reconciliations for balance sheet and income statement accounts - Support the month-end close process to ensure timely and accurate financial reporting - Collaborate cross-functionally with internal teams to gather information and resolve accounting-related questions - Help maintain and follow documented accounting policies and procedures - Assist with year-end audit requests and regulatory filings - Support technical accounting research and implementation of new accounting standards - Support ad-hoc projects and process improvements as assigned What we’re looking for - Bachelor’s degree in Accounting, Finance, or a related field - 2–4 years of accounting experience (private industry or public accounting preferred) - Understanding of GAAP and basic accounting principles - Ability to work independently while also collaborating effectively within a team - Strong attention to detail, organizational, and analytical skills - Excellent interpersonal and communication skills - Positive attitude with a willingness to learn and grow - Proficiency in Microsoft Excel Nice to have - Experience in digital healthcare - Experience with NetSuite - Experience streamlining processes As a remote position, the salary range for this role is: $80,000 - $90,000 USD Who we are Transcarent is the One Place for Health and Careᵀᴹ, bringing medical, pharmacy, and point solutions together with the WayFindingᵀᴹ experience, the first and only generative AI-powered health and care platform for health consumers. Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences – Cancer Care, Surgery Care, and Weight Health – to support people with all of their health needs, simple or serious. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members. For more information, visit transcarent.com, and follow us on LinkedIn. At Transcarent, our values guide everything we do: - People First: We prioritize our Members, clients, and each other in every decision - Care: Every decision starts with improving health and care for our Members - Resilience: We push boundaries and take the uncharted path to change an industry - Results: We take ownership, solve with speed, and deliver for our people and each other - Humble and Human: We lead with humility, bring fun to tough moments, and go further together Total Rewards Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal equity. Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options. Our benefits and perks programs include, but are not limited to: - Competitive medical, dental, and vision coverage - Competitive 401(k) Plan with a generous company match - Flexible Time Off/Paid Time Off, 13 paid holidays - Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance - Mental Health and Wellness benefits Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you are a person with a disability and require assistance during the application process, please don’t hesitate to reach out! Research shows that candidates from underrepresented backgrounds often don’t apply unless they meet 100% of the job criteria. While we have worked to consolidate the minimum qualifications for each role, we aren’t looking for someone who checks each box on a page; we’re looking for active learners and people who care about disrupting the current health and care with their unique experiences.