R&D Tax Incentive accountant

Client Advisory & Project Management

• Engage directly with clients to understand their R&D projects and business operations.
• Build strong, trusted relationships with client stakeholders including finance teams and business owners.
• Manage end-to-end R&D claim preparation and ensure timely submission.

Financial Documentation & Analysis

• Identify eligible R&D expenditure in accordance with ATO/Industry Innovation and Science Australia (IISA) guidelines.
• Prepare accurate and audit-ready financial documentation for R&D claims.
• Work closely with internal teams to ensure consistent and compliant claim delivery.

Compliance & Reporting

• Maintain up-to-date knowledge of R&D Tax Incentive legislation and regulatory changes.
• Ensure claims meet compliance requirements and are positioned to withstand audit scrutiny.
• Support process improvement and knowledge-sharing across the team.

Stakeholder Engagement

• Communicate effectively with clients to explain claim processes, requirements, and timelines.
• Maintain long-term relationships through reliable service and value-add insights.
• Contribute to internal training or development of best practices, as needed.

Ideal applicants will have the following qualifications and experience:

Essential:

• Bachelor’s degree in Commerce or Accounting 
• At least 2–5 years’ experience in accounting or  financial services.

Desirable:

• CA or CPA qualified (or near completion).
• Previous experience in professional services or consulting environments..
• Outstanding interpersonal and communication skills.
• Proven ability to manage multiple projects and deadlines.
• High attention to detail and strong analytical capability.
• Comfortable working independently and collaboratively.
• Committed to delivering excellent client outcomes.