The Role

Keep the books for a specialist R&D tax advisory firm, and help prepare the claims that return cash to Australian startups.

You'll own our bookkeeping in Xero, from bank feeds through to BAS, and run payroll and super. You'll also work alongside our R&D Tax Incentive consultants, turning client financials into the working papers and schedules behind each claim.

Why you'll like it

• Learn the R&D Tax Incentive, a specialist area of Australian tax, from consultants who work on it every day. No R&D experience needed.
• Own the books end to end instead of one narrow slice
• See a different business up close with every claim, and the refund your work helps deliver
• Join a small team where your work is noticed and relied on

About Us

We are an Australian advisory firm that helps founders and growing businesses get cash back from government for the work they are already doing. Our specialty is the Research and Development Tax Incentive, which can return up to 43.5% of eligible R&D spend. We also help clients with the Export Market Development Grant and other funding options.

Our clients are mostly startups and technology businesses. Many are building something new and need every dollar to go further. When we get a claim right, a client can hire another engineer, extend their runway or launch into a new market.

We are a small team, so everyone's work shows. We value people who are careful with numbers, clear in writing and reliable on deadlines.

Responsibilities

Bookkeeping and accounts

• Keep our Xero records accurate and complete bank reconciliations
• Process supplier invoices and expense claims, issue client invoices and follow up debtors
• Run payroll and superannuation, and keep leave records up to date
• Prepare BAS and lodge it after review and authorisation

R&D Tax Incentive support

• Collect and check client financial information for each claim
• Prepare spreadsheets, working papers, applications and tax schedules for consultant review
• Keep client files and workflow records accurate so every claim stays on track

Requirements

Essential

• Australian accounting experience, including BAS preparation and lodgement
• Australian payroll and superannuation processing
• Confident day-to-day use of Xero
• Strong Excel skills, including formulas, lookups and pivot tables
• Clear written English and close attention to detail
• Able to manage your own deadlines

Nice to have

• Exposure to the R&D Tax Incentive or other government grant programs
• Experience in an accounting practice or advisory firm
• Experience using a practice workflow tool to track client jobs