Hunt St
Professional Services
R&DTaxLodgementCoordinator
Neural analysis suggests this role is
optimal for Mid candidates.
“R&D Tax Lodgement Coordinator at Hunt St. Skills: Accounting, Tax administration, Financial documentation, Client communication, Task management. Supporting the end-to-end operational workflow of client R&D tax lodgements. Managing accounting and financial documentation”
What You'll Achieve.
Every active client has a clear status in Monday.com; Missing information is clearly identified for each client; Weekly lodgement tracker is up to date; Client follow-ups are happening without constant prompting; Meeting preparation is more organised; Financial documents are being gathered and filed correctly; The team has better visibility over where every lodgement is up to
Industry & Context.
Identifying missing or inconsistent information
Philippines-based candidates, Independent Contractor Agreement, Align with AU business hours, Disclose any existing ongoing roles, clients, or commitments that may affect availability, May be asked to update LinkedIn profile or confirm engagement publicly
What They're Looking For.
Must Have
5+ years’ experience in accounting, tax administration, bookkeeping, or offshore accounting support, understanding of accounting records, tax workflows, and financial documents including P&Ls, payroll summaries, invoices, and general ledgers, Excellent written English and confident communicating with clients and accountants via email, Highly detail-oriented, organised, and able to work independently using checklists and workflows, Must be comfortable following up clients and accountants repeatedly, professionally and without needing constant prompting
Nice to Have
Experience supporting Australian accounting firms, tax agents, or professional services firms is strongly preferred, R&D Tax Incentive experience, Australian tax admin experience, Experience with AusIndustry or ATO-related workflows, Familiarity with Monday. com or similar project management tools, Experience using AI tools to summarise meeting notes or transcripts
What You'll Do.
Supporting the end-to-end operational workflow of client R&D tax lodgements, Managing accounting and financial documentation, Coordinating client onboarding and follow-ups, Ensuring all lodgement requirements are accurately prepared and well organised, Chasing clients for P&Ls, payroll summaries, invoices, contractor records, signed forms, and missing documents, Communicating directly with client accountants to obtain tax and financial information, Helping clients and accountants get set up with Relationship Authorisation Manager, Preparing all documents and background information before technical review meetings, Sitting in on client meetings, monitoring action items, and extracting useful information from meeting transcripts, Using meeting transcripts, notes, and AI tools to prepare first-draft R&D summary documents, Gathering and organising payroll summaries, P&Ls, general ledgers, invoices, and contractor information, Building R&D expenditure budgets from financial records and client interviews, Preparing R&D tax schedules, Uploading information into the AusIndustry R&D application form, Keeping Monday.
com updated with client status, tasks, deadlines, and next steps, Producing weekly reports showing active clients, work in progress, stuck items, missing information, upcoming deadlines, and internal financial metrics, Following up clients for Google reviews and feedback, Following up accountants for possible referrals, Using tools and systems including Xero, Excel, Google Sheets, Dropbox, Monday.
com, Gmail, AusIndustry Portal, Relationship Authorisation Manager, and AI tools, Following internal workflows and R&D-specific processes.
How You'll Work.
Team & Collaboration
Collaborating with Australian business hours for AU client engagement; Communicating directly with client accountants; Sitting in on client meetings; Working behind the scenes to reduce operational load and keep processes running smoothly
Communication Scope
Excellent written English; Confident communicating with clients and accountants via email
Process & Methodology
Task management, Deadline management, Client status tracking, Work in progress tracking, Using project management tools (e.g., Monday.com)
Full Job Description
**Looking for Philippines-based candidates** **Job Role:** R&D Tax Lodgement Coordinator **Compensation range:** $1,500 AUD - $2,000 AUD / Monthly **Engagement type:** Independent Contractor Agreement **Work Schedule:** This role is expected to align with the AU business hours (approx. 9 AM - 5 PM; 10am start may be acceptable, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time. **Who We Are:** At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be engaged directly by the client as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home. **Who The Client Is:** an Australian professional services firm specialising in R&D Tax Incentive support. They help businesses organise financial and project documentation needed to prepare R&D tax claims, with technical eligibility handled by an Australian-based R&D tax manager. **Role Overview:** They are seeking an experienced offshore tax and accounting professional to join as a R&D Tax Lodgement Coordinator, responsible for supporting the end-to-end operational workflow of client R&D tax lodgements. This full-time role (aligned with Australian business hours) focuses on managing accounting and financial documentation, coordinating client onboarding and follow-ups, and ensuring all lodgement requirements are accurately prepared and well organised. While R&D Tax Incentive experience is not required as training will be provided, strong accounting knowledge, tax administration experience, and confident client and task management skills are essential, with technical assessment and eligibility decisions handled by the onshore R&D tax manager. The ideal candidate is organised, detail-focused, and confident working with financial records and operational processes. They should be comfortable following up clients, maintaining accurate systems and wo
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