OVERALL OBJECTIVE

Assist to manage a portfolio of clients while supporting your manager of professional knowledge and skills, providing necessary training and guidance to junior/graduate accountants.

INDIVIDUAL QUALITIES

Exceptional attention to detail

Confidence to advise based on sound knowledge

Excellent written and verbal communication skills

Willingness to learn, adapt, show initiative and be a positive team player

Positive and happy attitude

Highest standard of ethics, confidentiality and professionalism

Excellent time management skills

QUALIFICATIONS & EXPERIENCE

Bachelor’s degree in Commerce/Business with an emphasis in Accounting, CA or CPA completed

Advanced understanding of the Corporations Act, relevant accounting standards, tax legislation and other research as they relate to the work undertaken

Excellent knowledge of taxation legislation

Excellent MYOB / Xero knowledge

Excellent use of Office products

KEY DUTIES & RESPONSIBILITIES

Assist Business Advisory Manager to manage and administer a portfolio of clients. Providing technical support, feedback and guidance to team members that work on your clients.

Manage and review the planning and delegation of workflow. Providing technical support, feedback and guidance to team members when necessary.

Provide training and guidance to graduate accountants and accountants in the team.

Preparation of complex individual, company, trust, partnership tax returns within extremely limited supervision and direction.

Advanced working knowledge of GST, Business Activity Statements and Instalment Activity Statements.

Review of workpapers, analysis of client data and transactions and setting up accounts onto the accounting package in accordance with the Leader standards.

Perform and review compliance and value add work when required.

In-depth analysis of management reports.

Identify, oversee and develop existing and potential business opportunities within the client portfolio to generate additional revenue.

Detailed knowledge of tax office correspondence and procedures.

Display a high understanding of company secretarial matters.

Maintain up-to-date knowledge of relevant taxation and other relevant legislation and rulings through attendance of monthly Professional Development sessions. Run internal training sessions to ensure knowledge is being transferred to your team.

Assist with research and accurate interpretation of taxation and other relevant legislation and rulings for clients when required.

Other duties as required

PERFORMANCE MEASURES

Providing high quality and timely service to clients by ensuring all client queries and complaints are dealt with and followed up.

Achieve a minimum personal productivity of 85% and the monthly invoice targets as agreed upon by you and your supervisor.

Support the entire team to ensure that our clients are always delighted.

Contribute to the happy and positive working environment that exists at Leader Accountancy.