Australian Tax Advisory - Senior

Key responsibilities

• Understand client facts, commercial objectives and the specific tax questions requiring advice.
• Undertake detailed Australian tax research using sources such as ATO materials, CCH iKnow, The Tax Institute and other recognised Australian tax research platforms.
• Research and apply relevant Australian tax legislation, ATO guidance, rulings and case law to client circumstances.
• Prepare clear and well-supported technical tax workpapers, setting out the facts, relevant law, analysis and conclusions.
• Prepare first drafts of tax advice, technical memo, client correspondence and other advisory deliverables for review by the Australian team.
• Analyse financial information, transactions and group structures where required to support the tax analysis.
• Identify technical issues, assumptions, information gaps and areas requiring further investigation or escalation.
• Maintain a high standard of technical accuracy, attention to detail and documentation.

What we are looking for

• Senior or Manager-level professional with strong Australian tax experience, ideally gained in a professional services or tax advisory environment.
• Demonstrated experience undertaking Australian tax research and applying tax law to practical client circumstances.
• Practical experience across Australian private business and corporate tax matters will be highly valued, particularly in areas such as:
  • Division 7A, including loans, payments, distributable surplus and complying loan arrangements;
  • CGT and CGT rollover provisions, including corporate and business restructures;
  • business and investment structures, including companies, discretionary trusts, unit trusts and partnerships;
  • tax-effective restructures and succession arrangements, including the application of available rollover relief;
  • trust taxation, including distributions, trust losses and family trust considerations;
  • small business CGT concessions; and
  • the tax implications of business sales, acquisitions, restructures and other commercial transactions.
• Ability to understand a fact pattern, identify the relevant tax issues, undertake the research and develop a reasoned technical position, rather than simply locating and summarising legislation.
• Strong written communication and ability to prepare clear, logically structured tax workpapers and draft advice.
• Strong financial and commercial acumen, including an ability to understand financial statements and commercial transactions.
• Excellent attention to detail and commitment to producing high-quality work.
• Ability to work independently while recognising when an issue should be discussed or escalated.
• Experience in corporate/ private business/private client tax advisory would be highly regarded.