- To provide Bookkeeping services to clients.
- To provide Management reporting to clients.
- To assist with ad hoc reporting as and when required.
- To assist clients with other back office reporting functions from time to time.
- To ensure work completed of a high quality and within required timeframes.
- To communicate with and manage client expectations and escalate issues that arise to Team Leader/Directors.
RESPONSIBILITIES
- Bank and credit card reconciliations
- Accounts payable
- Financial reporting/analysis
- Payroll
- Internet banking
- International/foreign currency transactions
- Some banking duties – making payments for clients
- Prepare and analyse monthly performance and provide provisional commentary for Team Leader/Directors review.
- Prepare the quarterly GST return (BAS) for clients.
- Prepare reports at clients request and in accordance with Team Leaders or Directors instructions.
- Ensure work completed on behalf clients is free of errors or inaccuracies.
- For instances when you do not feel you have the knowledge or expertise to complete a task, escalate the task to management accompanied by your recommended course of action.
- Provide ongoing guidance of junior staff to ensure quality is maintained.
- Review of junior staff work to ensure quality is maintained.
- Tasks are completed in accordance with agreed timeframes.
- Communicate expected timeframes to clients and management.
- Ensure that management and clients are informed of expected changes in timeframes ahead of time.
- Ensure a proactive approach to communications to ensure that stakeholders are abreast of all relevant information that they may require and rely on in their day-today business decisions.
- Take necessary steps to ask questions of stakeholders so that you are certain on requirements before beginning tasks and assignments.
- Ability to work through client issues and provide appropriate recommendations to resolve.
- Ability to analyse financial statements and highlight any anomalies for either client or management’s advice/query.
- Suggest and implement process improvements.
- Actively contribute to team discussions relating to continuous improvements of business processes and procedures.
- Actively encourage junior staff to contribute to discussions relating to business processes and procedures.
- Continually follow the standard processes and procedures of the organisation.
- Take actions to ensure junior staff follow standard processes and procedures.
- Report breakdowns or weaknesses in processes and procedures to management for review.
- Contribute to the preparation of standard processes and procedures.
- Contribute to the improvement of processes and procedures.
- Ensure that work is prioritised in accordance with business priorities.
- Ensure daily timesheets are accurately maintained and presented on a timely basis.
- Ensure on time attendance to work in accordance internal policies and procedures.
JOB REQUIREMENTS
SKILLS:
- Strong attention to detail.
- Strong written English language skills.
- Intermediate verbal English language skills.
- Intermediate interpersonal communication.
- Intermediate ability to prioritise time.
- Intermediate initiative and problem solving skill ability.
- Intermediate interpersonal communication.
- Intermediate mathematics and analytical skill.
- Willingness to develop knowledge about the relevant subject matter of the role.
- Competent in the use of Microsoft Office Suite products including intermediate skill level of MS Word, MS Excel.
- Competent in use of XERO and MYOB.
- An eagerness and want to learn.
ESSENTIAL QUALIFICATIONS:
- 3-5 years work experience.
- AU experience required.
- Experience in working with XERO required.
- BAS and IAS preparation required
- CPA preferred
- Experience in development processes and procedures and implementation of same.
- Experience in assignments in managing client assignments and projects.
- Experience using MS Office applications.
- Demonstrated organisational planning and coordination skills.
- Experience using CRM software (Preferred).
- An understanding of Australian Taxation Law is advantageous but not essential.