Job Title: Financial Strategist
About the Role
This is a full-time, on-site position for a skilled financial strategist located in Perth. The financial strategist provides expert guidance on tax-related matters, ensuring compliance with federal, state, and local tax regulations.
Key Responsibilities
* Tax Planning and Strategy: Develop and implement strategic plans to minimize liabilities and optimize financial outcomes; advise on tax implications of business decisions, transactions, and investments; support adherence to tax governance policies.
* Tax Compliance: Review Australian income tax returns and ensure timely and accurate filing of tax returns and compliance with other lodgment requirements, including BAS reporting, FBT returns, payroll tax, and superannuation obligations.
* Assist with Group Structuring: Proactively propose structures to optimize financial outcomes; liaise with external consultants to achieve the best outcome for the group on both tax and audit perspectives.
* Research and Development (R&D): Identify and recommend possible R&D claims; liaise with external parties to finalize R&D claims.
* Research and Analysis: Stay updated with the latest tax laws, regulations, and industry trends; conduct research on complex tax issues and provide detailed analysis and recommendations.
* Documentation and Reporting: Maintain accurate records and documentation for tax purposes; prepare and present tax-related reports and summaries to internal stakeholders.
* Audit Support: Assist entities with tax audits by preparing necessary documentation and liaising with tax authorities; resolve any issues that arise during audits and ensure compliance with audit requirements.
Requirements
* Education: Bachelor's degree in Accounting, Finance, Taxation, or a related field. Advanced degrees are a plus but not required.
* Certification: CA (Chartered Accountant) or CPA (Certified Practising Accountant).
* Experience: Minimum of 5-10 years of experience in tax preparation, planning, and compliance.
* Skills: Strong knowledge of tax laws and regulations; excellent analytical and problem-solving abilities; proficiency in tax software and Microsoft Office Suite (Excel, Word); strong communication and interpersonal skills; attention to detail and organizational skills.
Working at Our Organization
We are committed to attracting and retaining top talent who share our values and passion for excellence. As a member of our team, you will have opportunities to grow and develop your skills, work with experienced professionals, and contribute to achieving our goals.