Australian Tax Advisory - Assistant Manager

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:
o     Division 7A, including loans, payments, distributable surplus and complying loan arrangements;
o     CGT and CGT rollover provisions, including corporate and business restructures;
o     business and investment structures, including companies, discretionary trusts, unit trusts and partnerships;
o     tax-effective restructures and succession arrangements, including the application of available rollover relief;
o     trust taxation, including distributions, trust losses and family trust considerations;
o     small business CGT concessions; and
o     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.

•       In simple terms, we are looking for someone who can take:
Facts and question → identify the issues → research the law → apply the law to the facts → document the analysis → prepare the first draft of the advice.