GENERAL DESCRIPTION: Responsible for assisting partners to provide clients with a full range of professional accounting services to clients.

REPORTS TO: Partner of Accounting Division

RESPONSIBLE FOR: Timely completion of assigned tasks, keeping track of tasks, clear communication to other team members.

Qualifications and experience:

Commerce-related degree completion or in progress

Experience in all administrative aspects of an accounting firm

Aiming to complete professional studies to secure a CA qualification

A working knowledge of Xero and tax preparation software

Please refer to our website www.apexaws.com

Accountable for:

Discussing with the partners every week your priorities for the week, and reporting on the progress of all jobs allocated

Communicating with team members in a professional manner

Following the firm’s current system of work practices and when unclear on the best approach being sure to ask questions in the most appropriate manner

Developing an understanding of fundamental accounting for small business and be working towards being able to interpret clients’ data and financial information as presented, identifying ways of improving a client’s approach to their accounting system, and developing the ability to create an accurate, complete and meaningful financial report from the information supplied/available

Supporting other team members and promoting a positive team environment as all team members have a strong desire to work in a harmonious workplace.

Technical abilities of BSA:

Bookkeeping & Bank reconciliations for allocated client base - coding and updating client files in Xero

Processing Payroll including timesheets, pay slip and super.

Prepare tax returns and Business Activity Statements for clients – including preparing workpapers and completing checklists

Client account administration & research

Filing & Scanning.

Takes source data and financial information prepared by clients/bookkeepers and produces a draft set of financial statements for review by a partner

Resolves all queries raised

Trains and assists clients to administer their accounting systems (MYOB, Xero, Excel Spreadsheets, etc.)

Acquires knowledge of income tax law, fringe benefits tax and corporations law

Acquires an understanding of capital gains tax, stamp duty, GST, land tax and pay-roll tax

Develops some analytical skills e.g. using commonsense and logic, can spot areas of concern and errors made by client

Works to a deadline and can handle pressure