Tax, Accounting, Consulting & Superannuation
“At Mutual Trust, being part of the Tax, Accounting, Compliance and Superannuation team means working in a collaborative environment where expertise and teamwork contribute directly to client success. It's a place where challenges turn into opportunities, and personal growth is encouraged. Mutual Trust is dedicated to excellence and building lasting relationships with both its people and its families.”
Sarah Nader, Director - Tax, Accounting, Consulting & Superannuation
Tax, Accounting, Consulting & Superannuation is a large, national team which plays a fundamental, value-add role in delivering integrated services to families of wealth.
Across the team, there are a wide variety of specialisations. Each of these require individuals who pride themselves on being ‘self-starters’ with exceptional attention to detail and a passion for making a difference.
Importantly, there are defined career pathways and development opportunities available for high performers – from student and graduate accountants right through to partners.
Tax Advisory
Our tax specialists are responsible for delivering effective and efficient tax services to Mutual Trust’s clients. This includes uncovering and delivering tax-oriented strategic solutions to high wealth families and privately owned businesses.
Tax Compliance and Accounting
Our ‘hands-on’ tax and accounting team prepare compliance requirements such as income tax returns, financial statements and activity statements and regularly liaise with third parties such as the ATO, the TPB and client advisors.
Tax Planning
Our tax experts perform regular, detailed analysis of our client’s financial situation with a view to optimising the client’s tax outcomes.
Superannuation
Our superannuation specialists help families navigate complex requirements – from establishing Self-Managed Superannuation Funds (SMSFs) through to handling compliance matters and tailoring strategies to benefit members and beneficiaries over the long-term.
Bookkeeping
The bookkeeping team carry out bookkeeping and administration services for High-Net-Worth family clients. This includes, for example, preparing monthly/quarterly management accounts, bill paying instructions, activity statements and all aspects of payroll and data entry.
Cashflow Management and Reporting
Helping families to manage their cashflow and track where their money is going is a key responsibility for our Cashflow Management and Reporting specialists. This includes devising cashflow management solutions, supporting the financial management of investment properties and recording all income, expenses and capital costs to ensure seamless year-end compliance.
“I feel so privileged to be part of such a supportive, hardworking and high performing team of subject matter experts! There’s a genuine focus on the client experience, along with delivering bespoke services which align to each client’s unique circumstances and the ever-changing tax landscape.”
Sahil Malhotra, Manager - Tax, Accounting, Consulting & Superannuation
Mutual Trust is proud to be a Recognised Training Employer (RTE) under the Chartered Accountants Australia and New Zealand (Chartered Accountants ANZ) Employer Alliance Program.
Opportunities with Mutual Trust
Join Mutual Trust
Work in a dynamic environment alongside industry-leading experts. Apply to our current opportunities or register a profile to join Mutual Trust today.