Accounting and Tax Manager

Meta Money is a Western Australian based accounting and tax practice: innovating financial solutions. We look after individuals, companies, trusts, SMSFs and not-for-profits, from compliance work through to structuring, succession and estate planning.
We are client-focused. Our aim is to find solutions that other accountants miss, and we go beyond the job in front of us to get the result. In one recent engagement our team found about $244,000 of benefits for a client that a previous accountant had not picked up.
We are growing into advisory for high net worth clients, and our founder trains with the Succession, Asset Protection and Estate Planning Association (SAPEPAA) to stay ahead of the latest tax law changes.
THE ROLE
We are looking for an Accounting and Tax Manager to keep our accounting and tax work moving at pace. You will work closely with our founder, Peter Caughey, who will mentor you into a high level of accounting and tax skills.
This is not a role for someone who wants to just do tasks. It is an opportunity for someone who wants to learn, take ownership and grow quickly.
WHAT YOU WILL DO
Take ownership of the accounting and tax jobs prepared by our outsourced provider, seeing each one through to completion so no job sits waiting.
Provide strong technical knowledge of Australian accounting and taxation, completing technical reviews accurately and efficiently to support timely job completion as the practice continues to grow.
Manage and oversee the bookkeeping function, associated ATO lodgements, and the income tax lodgement program, working alongside the founder to ensure deadlines and compliance requirements are met.
Attend weekly internal team meetings to provide updates on jobs, workflow, priorities and any outstanding matters.
Develop a strong understanding of our clients and their businesses. Familiarity with each client is important to providing a thorough, considered review and identifying issues or opportunities.
Review trial balances, profit and loss statements, balance sheets, key reconciliations, financial statements and tax returns across individuals, companies, trusts and SMSFs.
Prepare, review and present financial reporting and supporting information for clients, banks, the ATO and other relevant parties.
Be comfortable working directly with clients and staff members when required, including explaining technical matters clearly and helping clients navigate situations where they may be concerned or unsure of the next steps.
Continue to develop your technical expertise through mentoring and collaboration with Peter Caughey for complex technical and taxation matters.
WHO WE ARE LOOKING FOR
Skills and experience
A qualified accountant with Australian tax skills, able to show solid foundations. Australian tax knowledge is supported by access to TaxGuru AI.
Sound accounting foundations: trial balance, profit and loss, balance sheet and reconciliations.
Experience presenting financial information for clients, banks or the ATO.
Experience in accounting and Australian tax. Minimum 5 years preferred, however moderate experience is fine if you learn fast.
Solid experience with Xero, XPM (now XPH), FYI or CAS360 is highly regarded.
Exposure to or experience working with AI accounting or tax agents is a significant advantage.
Attitude, which matters most
Solution-focused, determined to get the result for the client, not just to complete a job.
Highly intelligent and keen to learn and be mentored.
Comfortable having difficult conversations with clients.
Engaged in the team and in the outcome, not just turning up for an annual salary.
Communicative and proactive: you tell the team where things stand without being chased, and you take initiative.
Reliable and responsive: when you are asked to take something on, you make it happen.
Here to make the team's work easier, and open to automation and new tools.
HOW TO APPLY Apply by email to office@metamoney.com.au, including a CV and a detailed application letter outlining why you think you will be ideal for the role and how you can add to our business development process. Feel free to send is a video talking about you. Shortlisted candidates will be interviewed by Peter Caughey.

Work arrangement
Yes