Private Clients – Tax Management Assistant
Tax Management Officer – Private Clients - Sydney
Respected for our technical excellence, we are also a firm brimming with energetic and inspirational people. Underpinning our success is out firm vision, "To realise and discover the potential of..."
We value outcomes; we strive to achieve and to help others to do the same by trusting each other and teaming together. We aren't scared to try new things that deliver value for society, our clients and our firm. We keep it real. We are honest. We embrace differences. We value all opportunities to learn and grow.
What We Offer:
We are committed to helping our people to develop market leading expertise that is relevant to their job, their clients and our PwC vision, values and strategy. This means that we develop not only your technical expertise, but also your commercial and interpersonal skills too. Learning at PwC is readily available and easily accessible – be it formal classroom sessions, working on complex client projects, working in a different team or location or new clients or industries.
This position sits within our Private Clients business portfolio – a growth focus for PwC and providing
Accounting services to privately owned businesses, entrepreneurs and high net wealth families and individuals.
Role Description
It is expected that the Tax Management Officer will perform a number of roles that are critical to the effective running of the practice including the following specific tasks.
1) Perform the critical support processes underpinning the Private Clients tax return management system including:
Tax Reporting
Run reports on a regular basis including reports to ensure the latest ATO lodgement due dates are populated in APS Tax Manager; and Standard Tax List reports for distribution to client partners, directors and managers to review and ensure the tax agent listing is up to date.
Manage ATO Mail
Receive, sort, scan, file, distribute and monitor ATO tax mail.
Tax Return Monitoring, Follow up and Lodgement
Follow up with client teams re outstanding SFS packages still with clients, coordinate with partner PAs once received to arrange tax agent signature, update held for lodgement dates, attend to electronic and paper lodgements with the ATO and file any SFS paper packages once lodged.
ATO Portal support
Assist practice staff with access to ATO portal and ongoing support and maintenance of the tax agent lodgement listing.
Client Banking
Taking cheques to banks, daily when required.
2) Perform tasks to support client service team as necessary including:
Client Correspondence
Receive, sort, scan and file paper mail to the relevant client team member
Client data management
Maintain client data to ensure continued integrity. Run client compliance lists for managers to assist with portfolio management and workflow.
Please apply online, or contact Donna Read on 02 8266 2449 for a confidential discussion.
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