• 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 • 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 • 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 • 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) • 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 • 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 • 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) • 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 • 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

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