http://www.talentformula.co/ is a consulting firm that offers outsourced financial and accounting Human Resources to Chartered Accounting firms worldwide. We currently have a Intermediate / Senior Accountant position available in our Carnegie accounting team.
Introduction:
We are hiring on behalf of Carnegie Financial Services, a well-established firm with over 30 years of expertise in accounting and financial advisory. Known for their personalized approach and innovative solutions, Carnegie’s team is dedicated to building long-term wealth for their clients through all stages of life. As part of their Property HUB, the Senior Accountant role offers a unique opportunity to work on complex property tax matters and investment structures while supporting Australia’s largest buyer’s agent network.
Roles & Responsibilities:
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Prepare clear, professional client query emails for the manager to review and send. Ensure all relevant documentation is requested upfront to reduce follow-up delays
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Tailor requests to client-specific circumstances (e.g. occupation-specific deductions, property ownership, trust distributions)
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Prepare Individual Tax Returns with strong knowledge of deductions to ensure the best possible tax outcomes
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Prepare Trust Tax Returns, particularly for property investment trusts
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Prepare financial statements and Company Tax Returns for SMEs
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Prepare well-organized workpapers to support all compliance work
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Prepare Business Activity Statements (BAS) with accurate reporting of GST, PAYG withholding, and PAYG instalments
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Identify any omissions in client-provided information (e.g. council rates were included last year but not provided this year) and add value where possible using your knowledge base
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Apply advanced knowledge of allowable deductions, especially related to investment properties and occupation-based claims
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One of our key selling points is an efficient turnaround on returns while maintaining a high level of accuracy. Staff must review client-provided information within 24 to 48 hours and advise if further information is needed, to ensure timely follow-up
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Reconcile accounts and ensure all compliance obligations are met
Qualifications & Experience:
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Fully Qualified or Semi-Qualified CA or a relevant degree in Accounting, Finance, or a related field
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3-5 years of professional experience in property tax, property investment structures, and overall tax compliance
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1-2 years of direct experience in Australian property tax, specifically dealing with investment properties for individuals and trusts
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Working knowledge and experience in Xero and Xero Practice Manager is essential. Experience in other finance software is good to have
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Proficient in preparing tax returns for individuals, trusts, and SMEs
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Adept at preparing financial statements, business activity statements, and workpapers for compliance work
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Attention to Detail: Proven ability to identify missing information (e.g., council rates) and add value through thorough review and advisory
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Time Management: Capable of reviewing client information and providing feedback within a 24–48-hour window
How to apply?
To be considered for this role, you must complete 3 steps:
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Apply to this job and upload your resume
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Complete the Skills Tests for this role you must follow the link below and complete the testing assessments. The first assessment is a Skills Test, to assess your technical ability and numerical reasoning.
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Complete the Psychometric Test for this role
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If you successfully clear the Skills Test, you will be redirected to a Psychometric Test to assess how you think and make decisions.
To complete these tests, you must go to https://es.peoplogicaskills.com/es/quiz?testId=88233572499c9a0a and complete the assessments.
If you do not complete the assessments then you will not be considered for the role.
