Senior Analyst

Posted 12 Hours Ago
Be an Early Applicant
Perth, Western Australia, AUS
In-Office
Senior level
Professional Services • Consulting
The Role
Deliver income tax compliance and advisory for private clients (family businesses, trusts, private companies). Prepare and review tax returns and special purpose financial statements, manage compliance calendars, research complex private wealth tax issues, provide pre-year-end planning and structuring advice, support succession and estate planning, liaise with partners and advisers, mentor junior staff, and assist with ATO reviews, audits, private rulings and disputes.
Summary Generated by Built In

OUR VALUE PROPOSITION

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.

RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.

Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

Who we are:

RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

About the role:

RSM Perth are looking for eager to progress tax professionals to join our growing Private Tax team in Perth, with accelerated career development and support. Vast opportunities for both technical and professional development.

As a Senior Analyst in our Private Tax team, you will deliver income tax compliance and advisory services to a diverse and complex client portfolio, including family‑owned businesses, private groups, family offices, investment entities, trusts and private companies.

Working closely with Partners, Directors, Managers and specialists across the firm, you will apply strong technical knowledge and professional judgement to identify issues early, manage risk and develop practical, commercially grounded solutions.

This role offers exposure to challenging and varied client matters, opportunities to deepen your technical capability in private wealth, and the chance to contribute meaningfully to client outcomes and team development.

Key Responsibilities

  • Compile and review special purpose financial statements for a range of private entities
  • Prepare and review individual, trust, partnership and private company tax returns, ensuring accuracy and compliance with current legislation
  • Manage client compliance calendars, including PAYG instalments, FBT obligations, elections and disclosures
  • Research complex private wealth tax issues and prepare clear, well‑reasoned technical advice and internal papers, including areas such as:
    • Trust taxation and streaming
    • Division 7A and UPEs
    • Small business CGT concessions
    • Main residence CGT complexities
    • Residency and international tax considerations
  • Deliver strategic pre‑year‑end tax planning advice
  • Advise on wealth structuring and asset protection across trusts, companies and investment vehicles
  • Support succession and estate planning and intergenerational wealth transfers in collaboration with legal and financial advisers
  • Act as a key intermediary between Partners, senior leaders and the wider team
  • Build trusted client relationships through proactive communication and a strong understanding of client needs
  • Contribute to internal tax training, technical knowledge sharing and mentoring
  • Assist with ATO reviews, audits, private rulings and dispute matters

    What sets us apart from other firms?

    • Coaching and mentoring provided by direct managers, service
    • Client facing experience;
    • Secondment opportunities (client side or East Coast practice);
    • Career development programs provided by internal and third party facilitators;
    • Generous study allowances for CTA, CA, CPA or Masters of Tax;
    • Frequent firm social events.

    About you:

    We’re seeking applicants who have Australian tax, accounting or legal experience either from other mid-tier practices, Big 4 or small business services firms with the ability to:

    • Prepare high-quality client deliverables for Manager/Director and Partner review;
    • The ability to research tax legislation, problem solve and apply to client circumstances;
    • Be the point of contact for clients on their day to day requests;
    • Be proactive and embrace challenging tax work for our clients.

    Applicants must have a university degree in a related discipline such as Accounting, Finance, Law, Business, Commerce.

    Life at RSM:

    RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!


    Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.


    How to apply: 

    Please click on the “apply” button and complete our online application form.


    Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.

    Skills Required

    • University degree in Accounting, Finance, Law, Business or Commerce
    • Australian tax, accounting or legal experience (mid-tier, Big 4 or small practice)
    • Experience preparing and reviewing individual, trust, partnership and private company tax returns
    • Ability to compile and review special purpose financial statements for private entities
    • Ability to research tax legislation and prepare clear technical advice on trust taxation, Division 7A, CGT, residency and international tax
    • Client-facing experience and ability to manage client relationships and act as point of contact
    • Ability to support ATO reviews, audits, private rulings and dispute matters
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    The Company
    HQ: London
    3,665 Employees
    Year Founded: 1964

    What We Do

    RSM is a leading global network of assurance, tax and consulting firms focused on the middle-market. We share skills, insight and resources, as well as a client-centric approach that is based on a deep understanding of your business. This is how we empower you to move forward with confidence. This is The Power of Being Understood.

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