Join Independent Wealth Partners as a Bookkeeper!

Location: Melbourne CBD and Inner Suburbs, Victoria
Type: Full-time

Responsibilities:

• Become the key point of contact for our clients. Working with them daily to ensure they are receiving what they need from our team and similarly requesting outstanding documentation to ensure we can continue to provide great bookkeeping, accounting and tax services.
• Perform day-to-day bookkeeping tasks (accounts payable, accounts receivable, bank reconciliations, payroll processing) for our clients
• Ensure accurate recording and documentation of financial transactions
• Prepare and submit business activity statements and other tax-related documents
• Complete monthly/quarterly reviews of client files (majority Xero) to ensure accuracy and request any required source documents i.e. new vehicle invoice and finance schedules
• Provide administrative support to the accounting team
• Identify opportunities for process improvements and best practices

Requirements:

• 3-5 years of experience in bookkeeping or accounting, preferably in a small practice or professional services environment
• Proficiency in accounting software (Xero, MYOB, QuickBooks) Our client base is predominantly Xero based and our internal practice management software is Xero XPM.
• Excellent attention to detail and accuracy in financial records
• Solid understanding of accounting principles, tax regulations, and reporting requirements
• Strong communication and customer service skills as you will speaking to our clients daily.

What We Offer:

• Supportive and collaborative work environment;
• Opportunity to be part of a leading provider of accounting and financial planning services to small and medium-sized businesses in Melbourne;
• Focus on delivering personalised and proactive support.

What You Will Gain:

• Play a role that is integral to the growth and success of our clients and our business;
• Truly help our clients beyond typical accounting compliance strategies;
• Salary commensurate with your experience and ability;
• Flexibility in employment arrangements;

Company Culture:

Independent Wealth Partners is dedicated to fostering a positive and inclusive work environment. We believe in the importance of work-life balance and encourage our employees to take care of their personal health and well-being. Our team is driven by purpose and a commitment to helping clients achieve their financial goals. We value trust, transparency, and collaboration, and we strive to create a workplace where everyone feels valued and supported.

About Us: Independent Wealth Partners is an award-winning independent financial advice and accounting practice with its own independent AFSL. We strive to provide our clients with fiercely independent advice that allows them to use their money to live their life with purpose. We help our business owner clients grow their personal wealth by helping them understand their business through evidence and timely information.