Finance | Client Management | Financial Analysis | Australian Tax

About the Role

We are looking for a financially strong and client-focused professional to join our team as a Financial Analyst & Client Manager supporting Australian businesses with their R&D Tax Incentive claims.

This is a hybrid role combining financial analysis, accounting, client management, and project coordination.

You will manage a portfolio of clients through the R&D Tax Incentive claim process, working with clients and internal technical and compliance teams to gather information, analyse financial records, identify potentially eligible expenditure, and ensure claims are accurately prepared and completed within required timelines.

Previous R&D Tax Incentive experience is highly desirable but not essential.

We are particularly interested in professionals with backgrounds in accounting, finance, financial analysis, tax, audit, or bookkeeping who are comfortable working directly with clients and taking ownership of multiple projects.

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What You'll Do

Financial Analysis & Accounting

You will work directly with clients' financial information, including:

• Profit & Loss statements
• Balance Sheets
• General Ledger reports
• Payroll records
• Expense reports
• Tax and accounting records

You will:

• Review and analyse financial information
• Identify potentially eligible R&D expenditure
• Reconcile claim amounts against financial statements and accounting records
• Investigate discrepancies and unusual transactions
• Review related-party and associate payments
• Identify missing or inconsistent information
• Support the preparation of R&D Tax Incentive calculations
• Ensure financial information is accurate and appropriately supported

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Client Management

You will become the main point of contact for your assigned clients throughout the claim process.

Responsibilities include:

• Building strong client relationships
• Communicating requirements clearly
• Requesting and following up on financial information
• Providing regular updates
• Managing client expectations
• Answering questions and resolving issues
• Keeping clients informed about claim progress
• Ensuring clients meet required deadlines
• Proactively identifying potential issues before they become problems

You should be comfortable speaking with business owners, finance teams, and other stakeholders and explaining financial concepts in a clear, simple way.

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Claim & Project Ownership

Each client claim should be treated as a project that you own from beginning to end.

You will:

• Manage multiple client claims simultaneously
• Track deadlines and outstanding information
• Maintain accurate claim records
• Monitor progress across each stage
• Coordinate information between clients and internal teams
• Identify risks that could delay or impact a claim
• Follow up proactively
• Ensure claims progress according to the required timeline
• Take ownership of outcomes rather than simply completing individual tasks

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Internal Collaboration

You will work closely with our Technical and Compliance teams.

Your role will be to make sure the right financial and client information is available to support the claim.

You will:

• Coordinate information between clients and internal specialists
• Provide financial information and supporting documentation
• Follow up on outstanding requirements
• Flag discrepancies or potential risks
• Support claim reviews
• Ensure documentation is complete and accurate
• Help improve the overall claim process

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Process & Workflow Management

You will manage multiple priorities while maintaining a high level of accuracy.

This includes:

• Maintaining accurate CRM and claim records
• Tracking client communications
• Managing outstanding actions
• Monitoring deadlines
• Prioritising your workload
• Following up proactively
• Identifying bottlenecks
• Improving internal workflows
• Maintaining consistent documentation

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What We're Looking For

We are looking for someone who enjoys both numbers and people.

You have strong financial skills

You understand:

• Financial statements
• P&L
• Balance Sheets
• General Ledgers
• Expense categorisation
• Reconciliations
• Payroll
• Financial analysis

You are comfortable with clients

You can:

• Communicate professionally
• Explain financial information clearly
• Manage expectations
• Ask the right questions
• Follow up confidently
• Build trust with clients
• Handle difficult or incomplete information

You take ownership

You don't wait for someone to tell you what to do next.

You identify:

What is missing → what needs to happen → who needs to provide it → when it needs to be completed.

You are highly organized

You can manage multiple clients and deadlines simultaneously without losing attention to detail.

You are analytical

You enjoy investigating numbers, identifying discrepancies, understanding financial information, and finding solutions.

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Backgrounds That Could Be a Great Fit

We welcome candidates from backgrounds such as:

• Accountant
• Assistant Accountant
• Financial Analyst
• Finance Officer
• Bookkeeper
• Tax Accountant
• Tax Consultant
• Audit Associate
• Client Accountant
• Management Accountant
• R&D Tax Consultant
• Finance-focused Client Manager

Previous R&D Tax Incentive experience is an advantage, but not a requirement.

Candidates with strong financial fundamentals and the ability to learn the R&D Tax Incentive framework are encouraged to apply.

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Requirements

Essential

• Experience in accounting, finance, financial analysis, tax, audit, or bookkeeping
• Strong understanding of financial statements
• Experience with financial reconciliations
• Strong analytical and numerical skills
• Strong attention to detail
• Experience working with clients or stakeholders
• Excellent written and verbal communication
• Ability to manage multiple clients/projects
• Strong organization and time management
• Proactive approach to follow-up and problem-solving
• Ability to work independently
• Strong Excel/Google Sheets skills
• Excellent English communication skills

Highly Desirable

• Australian accounting or tax experience
• Australian R&D Tax Incentive experience
• Previous experience with R&D claims
• Experience working with Australian businesses
• Client portfolio management experience
• Tax, audit, or public accounting experience
• Experience analysing General Ledgers and financial statements

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Schedule

Monday to Friday
10:00 AM – 4:00 PM Australian Eastern Time
30 hours per week

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Why This Role?

This is an opportunity to combine finance, analysis, client management, and project ownership in a role where your work directly contributes to helping businesses access valuable Australian tax incentives.

You don't need to be an R&D Tax expert to succeed.

If you are a strong accountant, financial analyst, tax professional, or finance professional who enjoys working with clients and wants to develop specialist expertise, this could be an excellent opportunity.

Important Disclaimer

BruntWork never charges fees for applying or any part of the hiring process—it is 100% free. If you are ever asked for payment, please stop and report it immediately to our official social media platforms: Facebook, LinkedIn, TikTok, TikTok LATAM, and Instagram LATAM