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I am an Australian resident and I want a registered ATO tax advisor with advanced expertise to take full responsibility for my personal returns and year-round compliance. The role is ongoing rather than a single consultation, so I need someone who can not only lodge each annual return accurately but also keep me ahead of any legislative changes, deductions, and reporting obligations. Typical work will include preparing and lodging my personal tax return, reviewing any investment or employment changes during the year, answering ad-hoc compliance questions, and flagging opportunities or risks well before deadlines. Clear, proactive communication is important to me, as is the ability to translate complex ATO requirements into practical next steps I can act on quickly. Deliverables I expect: • A fully prepared and lodged personal tax return for each income year • Timely compliance advice whenever rules change or new income events occur • Brief written summaries of any recommendations or actions required • Secure handling of all documents and sensitive data in line with ATO standards If you are a registered tax agent who already works comfortably with individual clients and can offer reliable, forward-looking guidance, let’s discuss how we can set up an efficient, long-term arrangement.
Project ID: 40687787
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11 freelancers are bidding on average $395 AUD for this job

Hello, ACCA Qualification Holder and Senior Tax Accountant here. I can perfectly assist you with this. I am a qualified finance professional with extensive experience in Australian taxation, personal tax return prep, ATO compliance workflows, and multi-income investment modeling. Lets discuss your project in detail and how I am highly suitable for this. I will be happy to share my portfolio of similar work performed in past. To manage your Australian personal tax returns and year-round ATO compliance, I will establish a structured, audit-ready workflow to maximize eligible deductions, ensure timely lodgments, and keep you ahead of legislative updates. Here is how I will manage your ongoing personal tax compliance: I will audit your employment income, investment portfolios, capital gains events, and eligible work-related deductions to prepare fully compliant individual tax returns. I will conduct mid-year reviews of any new asset acquisitions, share trading, rental property income, or employment shifts to identify tax optimization opportunities before year-end. I will monitor changes in ATO rulings and deduction thresholds, providing clear, actionable summaries on how legislative shifts impact your tax position. I will maintain complete document security, using structured record-keeping and encrypted channels in alignment with ATO privacy standards.
$250 AUD in 1 day
7.5
7.5

With nearly a decade of experience as a Chartered Accountant and ACA qualified professional, I believe I possess the skills and expertise you require for this role. My career has been marked by a keen understanding of difficult tax laws and an ability to communicate them in a clear, practical manner - a skill that will prove crucial in managing your personal returns and year-round compliance. Managing taxation efficiently is essential to keeping businesses compliant, but it can often be complex and confusing for the average person. My primary focus has always been on translating those complexities into actionable advice, something I am confident I can do for you. Additionally, given my past work with startups and growing businesses, I understand the importance of being proactive and staying ahead of any legislative changes - a quality you had stated as important to you. Lastly, my commitment to maintaining the confidentiality and security of sensitive information ensures that your documents and data will be handled professionally and in line with ATO standards. With my long-term perspective, coupled with my extensive experience in personal tax & compliance, I’m excited at the prospect of building an efficient, productive relationship that caters to your specific needs. Thanks for considering me, Nitin.
$500 AUD in 7 days
6.5
6.5

Drawing on my extensive experience as a ATO tax advisor, I understand the critical need for ongoing compliance and proactive tax management. With a track record of accurate returns and strategic planning, I ensure clients stay ahead of legislative changes and maximize deductions. Could you clarify if you require assistance with complex investment structures or solely personal income tax matters? Regards, CA. Swati Jain, CPA
$330 AUD in 4 days
4.6
4.6

Hi , ➡️ I read your project description, you are looking for a registered ATO tax advisor to manage your personal returns and ensure year-round compliance? ⏺️ I specialize in providing comprehensive tax advisory services for Australian residents, ensuring accurate lodgments and proactive compliance. I will take full responsibility for your annual returns, monitor legislative changes, and provide clear, actionable summaries to optimize your deductions. With a focus on secure data handling and proactive communication, I will ensure you remain ahead of all ATO obligations and deadlines. Regards, Muhammad Sabir
$250 AUD in 7 days
3.4
3.4

Hi, Aashiq here from Cape Town, South Africa. This project instantly caught my eye, so I had to reach out. I see you’re looking for a registered ATO tax advisor to handle your personal returns and year-round compliance. You want someone proactive who can keep you updated on legislative changes and ensure your tax affairs are always in order. I've worked with individual clients to simplify their tax processes and ensure compliance. I pride myself on clear communication and translating complex tax requirements into actionable steps. I can share examples of how I've helped clients maximize deductions and minimize risks. Based on what you mentioned, here is how we would approach the project: - Conduct a comprehensive review of your financial situation. - Prepare and lodge your personal tax return accurately each year. - Provide timely updates on legislative changes and compliance advice. - Summarize recommendations in clear, actionable formats. You can count on me for seamless communication and secure handling of all your documents, adhering to ATO standards. Best Regards, Aashiq
$700 AUD in 14 days
3.0
3.0

Hi, I’d be happy to assist you with your ongoing personal tax and compliance requirements. I am a Chartered Accountant and an All India Rank 30 holder, with experience in taxation, financial reporting, compliance and advisory. I understand that you are looking for more than someone who simply lodges an annual tax return—you need a reliable professional who can proactively review your tax position and help you stay ahead of your obligations. I can assist with: Preparation and review of annual personal tax returns Reviewing employment, investment and other income Identifying legitimate deductions and tax-saving opportunities Ongoing tax compliance and planning Reviewing new income/investment events for their tax implications Keeping you informed about relevant changes in tax rules Clear, practical advice on actions required from your side Timely communication and proper handling of confidential documents My approach is accuracy + proactive advisory + clear communication, with the objective of building a reliable long-term professional relationship rather than handling this as a one-off assignment. I would be glad to discuss your current tax position and understand your requirements. Regards, Mayank Kedia Chartered Accountant | All India Rank 30
$250 AUD in 7 days
1.0
1.0

Hi, I’d be happy to provide ongoing support for your Australian personal tax and ATO compliance. I can assist with accurate annual tax return preparation and lodgement, review employment and investment changes, identify applicable deductions, monitor compliance requirements, and provide proactive advice on legislative updates and upcoming deadlines. I understand the importance of clear communication and will translate complex ATO requirements into practical, actionable steps. I’m looking to build a reliable long-term working relationship and take the stress out of your year-round tax obligations.
$650 AUD in 1 day
0.0
0.0

Hello, I am Mohammed From Tampa, FL. I understand the importance of having a registered ATO tax advisor who can manage your personal returns and ensure compliance year-round. With over 8 years of experience in tax preparation and compliance for individual clients, I specialize in translating complex ATO regulations into actionable steps. I will prepare and lodge your personal tax return accurately each year and proactively monitor legislative changes to keep you informed on deductions and reporting obligations. Regular reviews of your income shifts and investment changes will ensure timely compliance advice, minimizing risks and maximizing opportunities. You'll receive concise summaries of recommendations and actions needed, all while handling your sensitive data according to ATO standards. I have successfully worked with clients in similar roles, establishing long-term partnerships that prioritize clear communication and proactive strategies. How do you prefer to receive updates on changes and recommendations throughout the year? Thank you.
$250 AUD in 3 days
0.0
0.0

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