Job Description
This role involves implementing tax planning strategies to maximize tax outcomes before the end of the financial year. Key responsibilities include reviewing income sources, superannuation contributions, investment activity, and eligible claims. The goal is to proactively manage tax obligations and achieve a favorable tax outcome.
Required Skills and Qualifications
* Strong knowledge of taxation laws and regulations.
* Ability to analyze financial data and identify areas for optimization.
* Excellent communication skills for presenting complex information to clients.
* Proven track record of successful tax planning and optimization.
Benefits
This role offers a range of benefits, including:
* Opportunity to work with a diverse range of clients and develop expertise in taxation.
* Competitive salary and benefits package.
* Ongoing training and professional development opportunities.
* Collaborative and dynamic work environment.
Others
Key considerations for this role include:
* Reviewing income protection insurance arrangements to ensure optimal coverage.
* Claiming home office deductions and other expenses related to working from home.
* Managing capital gains and losses through strategic investment decisions.
* Prepaying investment loan interest to minimize tax liabilities.