Intermediate Tax Accountant (SOF0002)

Responsible primarily for completing the working papers and assisting the onshore team with client’s tax compliance reports.


• Financial Statement Preparation Tasks

o Review general ledger balances, reports, and transactions to verify their accuracy for the correct tax application

o Prepare and complete working papers according to client and regulatory standards for clients in variety of businesses.

o Apply technical proficiency and knowledge acquired through assigned work, self-study, participation in courses, and study of current technical reports and information.

o Prepare adjustments, if applicable, to correct the client’s tax allocation

o Perform year-end accruals review

o Gathering all pertinent information and confirmation received to prepare job notes to the financial statements

o Ensure all working papers are updated to reflect the final version of the financial statements

o Remain knowledgeable with updates in the accounting software

o Generating complete set of Financial Statements to be sent to clients.

o Preparation of Trust Distribution and Dividend Statement, if applicable.

o Pro-actively raise queries and suggestions regarding client’s records to promptly prepare the working papers

• Income Tax Return Preparation Task

o Drafting of Tax Return in client specified software

o Prepare Tax Reconciliation and Tax Provision

o Ensure all appropriate tax deductions and tax off-set are claimed base on regulatory standards

o Ensure all necessary tax return sections are filled out and with no validation errors

• Process and Work Flow Compliance

o Ensure the proper completion of the tax compliance checklist provided by the onshore team

o Manage workflow and ensure jobs are completed accordingly before deadline set by the client.

o Daily Timesheet preparation in client specified application

• Pro-active raising queries

o Pro-actively raise queries and suggestions regarding client’s records to promptly prepare the working papers

• ATO Compliance

o Preparation and lodgement of Monthly, quarterly or annual Activity Statement (IAS or BAS) of the client

• Ad hoc tasks

o Any task deemed necessary by the Team Manager or Service Delivery Manager involving client Management


• Productivity needs to meet the minimum expectation set for each jobs

• Completion of jobs within budget hours as set by the client

• Quality of working papers, job notes

• Accuracy and completeness of Financial Statements and Tax Return

• Timeliness in submission of queries and job completion

• Punctual and regular attendance is an expectation

• Efficient resolution of Issues and Risks Escalations




• Should be graduate of Finance and or Accounting

• CPA is preferred

Product Knowledge

• Complete knowledge of client accounts and businesses

• At least 3-4 years of experience in accounting or taxation

• Knowledge of Australian Taxation and Compliance

• Must have experience in Individual, Partnership, Trust, and Company Compliance

• SMSF compliance knowledge is preferred, but optional

System and Application Knowledge

• Knowledge with Microsoft Office applications such as Outlook, Word, Excel, and PowerPoint

• Experienced with accounting tools such as Xero, XPM, Xero Workpapers

• Familiarity with MYOB and QuickBooks

• Ability to learn new systems and tools as needed


• Works within the Hammerjack and Client quality guidelines

• Ensures quality of work being delivered without being supervised

Communication skills

• Good oral and written communication skills


• Works within allotted budget hours for jobs assigned

• Ensures all deliverables are fulfilled on a timely manner