Assistant Manager - Partner Tax & Business Advisory

About the role

KPMG Australia's Mid-Market & Private team, part of the Business & Tax Advisory practice, is looking for an experienced tax professional to join its Melbourne office. The role sits in a highly confidential internal service position within a dynamic, supportive team, supporting internal clients (KPMG Partners) and helping private businesses, start-ups, family groups and listed companies.

Key responsibilities

• Prepare and review financial statements and income tax returns for discretionary trusts, companies and individuals for internal clients.
• Provide tailored tax advice on personal income tax, capital gains tax, superannuation and private company tax issues, including Division 7A and GST.
• Manage the annual compliance process for a large number of client groups.
• Provide personalised structuring advice.
• Coordinate onboarding of new clients, including questions on settlement and incorporation of new trusts and companies, ABN, TFN, GST and other Australian tax compliance obligations.
• Train, review, mentor and give feedback to more junior team members.
• Share knowledge within the team to create efficiencies.

Required profile

• CA/CPA or equivalent qualification, or working towards it; CA or CPA is stated as essential.
• Experience in a similar role in a professional services firm or a commercial environment.
• Intermediate experience preparing and reviewing financial statements under Australian Accounting Standards and Australian income tax returns for family trusts and individuals.
• Preferred: experience overseeing a portfolio of internal Partners with complex financial and tax affairs, including structuring for asset protection, tax optimisation and succession planning.
• Strong attention to detail, organisation, ability to work under pressure to deadlines, and a collaborative, professional attitude.

Required skills

• Microsoft Suite (intermediate to advanced Excel)
• APS Tax
• Business fitness for financial statement preparation
• Knowledge of these systems is not mandatory

What we offer

• Flexible working environment with learning and personal development opportunities
• Annual flu vaccinations, volunteer leave, discounted health insurance, MS Office for home products and retail discounts
• Monthly tax technical updates, bi-annual accounting updates and access to professional development such as LinkedIn Learning
• Flexible hours and locations, paid parental leave and career breaks