Grant Help is a Melbourne-based government funding consultancy, supporting Australian businesses, from start-ups to enterprises, to access programs such as the R&D; Tax Incentive and EMDG.The financial assessment team sits at the centre of our R&DTI; department, turning a client's accounting records into a defensible schedule of eligible R&D; expenditure and working with our registered tax agents to prepare and lodge AusIndustry registrations and R&D; tax schedules.The roleThis role owns the financial analysis behind each client's claim.
Working from their accounting records and technical briefs, you will assess which expenditure is eligible and quantify it in preparation for registration and lodgement.You will work directly with clients throughout, requesting and interpreting records and explaining eligibility outcomes in terms a non-specialist can act on.
Technical review and support come from our registered tax agents.The role suits an accountant who is comfortable in a general ledger, interested in applying tax legislation, and looking to specialise rather than stay in general practice.
You will manage a portfolio of engagements across industries from kick-off to lodgement, and help shape the methodology the team applies.
For the right person, there is a clear path to senior accountant and portfolio management.Key responsibilitiesAct as the main point of contact for clients on the financial side of their R&DTI; claim,



including calls on expenditure and record-keepingAnalyse accounting records to identify and quantify eligible R&D; expenditurePrepare R&D; Expense Identification Workbooks, including apportionment methodology and calculationsCalculate the R&D; tax offset and take clients through the outcomePrepare written findings, information requests and client correspondenceSupport our registered tax agents through AusIndustry registration and lodgement of the R&D; tax scheduleMaintain contemporaneous records that withstand ATO and AusIndustry reviewManage concurrent engagements to agreed deadlinesWhat we're looking forA bachelor's degree in accounting, commerce, finance or a related disciplineCompleted or progressing CA (CA ANZ); CPA Australia candidates and members also consideredProfessional experience in accounting or tax, ideally in public practice, business services or tax advisoryRegistered Tax Agent, or willing to become one.Advanced Excel and confidence with large data setsAccurate interpretation of financial statements and accounting recordsConfidence dealing directly with clients and their external accountantsClear written and verbal communication, including explaining technical concepts to non-technical peopleHighly organised, with solid attention to detail and the ability to manage competing deadlinesPrior R&DTI; experience is not essential.
Candidates with robust accounting fundamentals and an interest in tax technical work will be trained in the incentive.
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📌 Financial Client Coordinator (Victoria)
🏢 Grant Help
📍 Victoria