Accounting Analyst (R&D Tax Incentive)

About the Job:

Accounting Analyst (R&D Tax Incentive) have responsibility by translating client financial information into clear, accurate, and well-documented financial assessments. The role is suited to someone who is detail-oriented, confident with accounting records, and comfortable working across Excel, accounting software, CRM systems, and project management platforms.

• Review and analyze client accounting records, financial statements, profit and loss statements, balance sheets, general ledgers, and supporting schedules to identify expenditure that may be eligible under the Research and Development Tax Incentive process.
• Prepare and update R&D Expense Identification Workbooks, including allocation methodology, calculations, assumptions, supporting notes, and categorization of claimable versus non-claimable expenditure.
• Assist with financial assessments by interpreting information gathered from client calls, emails, application registrations, and internal team updates.
• Support the team in assessing client eligibility by applying accounting knowledge, financial analysis, and relevant RDTI process guidance provided during training.
• Maintain accurate records in HubSpot, Monday.com, Excel workbooks, and other internal tracking documents to ensure application progress and client information remain up to date.
• Update internal communication boards and workflow trackers based on emails, client registrations, meeting outcomes, and status changes.
• Work closely with consultants and internal stakeholders to clarify financial data, resolve discrepancies, and ensure assessment outputs are complete, accurate, and ready for review.
• Use accounting software outputs, including Xero and MYOB where applicable, to extract, review, and interpret relevant financial information.
• Apply strong Excel capability to clean, organize, reconcile, and analyze financial data sets.
• Use approved AI or productivity tools, such as Claude were permitted by the client, to support efficiency while maintaining accuracy, confidentiality, and professional judgement.

Who are you

• Bachelor's degree in accounting, Finance, Commerce, Business, or a related discipline.
• Strong understanding of accounting principles and financial reporting, including Profit & Loss Statements, Balance Sheets, General Ledger accounts, and expense classification.
• Advanced proficiency in Microsoft Excel, with the ability to work confidently with large datasets, perform reconciliations, apply formulas and functions, and maintain structured financial workbooks.
• Ability to analyze and interpret accounting records, identify discrepancies, unusual transactions, missing information, and areas requiring further investigation or clarification.
• Experience using accounting software such as Xero, MYOB, or other cloud-based accounting platforms is highly preferred.
• Comfortable working with a range of business systems and workflow tools, including HubSpot, Monday.com, Excel-based templates, and internal tracking platforms.
• Strong analytical and problem-solving skills, with the ability to assess financial information and draw accurate conclusions from complex data sets.
• Excellent written communication skills, including the ability to clearly document assumptions, explain calculations, and prepare concise summaries of findings and recommendations.
• Strong verbal communication and stakeholder management skills, with the ability to collaborate effectively across teams and clarify financial information when required.
• High attention to detail, strong organizational skills, and the ability to manage multiple client engagements, deadlines, and assessment activities simultaneously.
• Ability to maintain accuracy, confidentiality, and professionalism while handling sensitive financial information.
• Previous experience in Accounting, Audit, Tax, Business Services, Financial Assessment, Grants Management, or R&D Tax Incentive-related work will be highly regarded.
• Experience with R&D Tax Incentive programs is advantageous but not essential, as training will be provided to the successful candidate.