About Panorama Business & Financial

Panorama Business & Financial is an innovative accounting firm based in Bathurst, whose passion is working with good people to help them understand and achieve their personal, business, and financial goals. We value transparency, passion, and energy. Our clients look to us to give them clear communication, the good news, and the bad news, and we love being their first point of call when making significant decisions.

Position summary

Aim to ensure there is no surprise accounting for all clients through having a sound knowledge in interpreting the financials to provide clear and digestible information to clients. Communicate effectively and promptly. Ability to lead and train accountants who you will be working alongside. Brave and vulnerable regarding communicating openly and without hesitation to team and clients. Oversight of workflow and deliverables and being disciplined in meeting deadlines.

Wear opportunity goggles to find outcome-based projects for your clients. Create the environment and lead meaningful discussions with clients and your team where collaboration and innovation drive progress towards the clients “why”

Manage the constantly competing priorities where important jobs are delivered on time without undue stress. Where necessary invite expertise and assistance early, for the best interests of your team and clients. “We” not “me”.

Promote and develop PB+F values and the PB+F way

Manage their own development; professionally (including technical and soft skills) as well as personally

Continuously refine your ideal client and service offerings so that you are professionally challenged and fulfilled

Position Responsibilities

Produce work that is accurate and reliable

Work needs to be accomplished in an efficient and timely manner

Provide clients with exceptional service

Understand and explore client’s needs, wants and issues

Continue to search for ways to improve service and quality of work

Clearly express thoughts and ideas both written and verbally and needs to be able to listen well.

Keep others adequately informed (clients, team members etc)

Weigh alternatives and make decision based on facts of situation

Ability to learn and apply new skills

Lead in a way that will inspire others

Be enthusiastic

Strives to be direct, truthful, and honest

Takes responsibilities for actions or inactions

Embraces diversity – appreciate each person’s unique contribution.

Be cooperative and encourage courage – be a positive contributor to PB & F culture

Work effectively with others.

Set clear goals and standards

Set and communicate clear direction to team members

Preparation and view of the following documents: -

- Tax Returns for Individuals, Partnerships, Trusts & Companies

- Annual Reports for Individuals, Partnerships, Trusts & Companies

- Business Activity Statements

- Instalment Activity Statements

- Annual GST Statements

Ensure all the above documents to be lodged on time

Liaise with the ATO regarding debts and lodgments for clients.

Prepare tax planning documents for clients each month or quarter (depending on the client)

Provide ad hoc advice to clients in a timely manner

Provide bookkeeping advice for various software including Xero & MYOB.

Be able to take responsibility for your own time management

Attend training sessions as provided

Provide general advice regarding payroll obligations incl super – sometimes looking after obligations in Xero or with the ATO clearing house.

Keep on top of Payroll tax issues / OSR

Spend time on professional development

Deal with client bookkeeping transactional details in various software types

Preparing monthly profit and loss and balance sheet reports as needed

Managing and training staff as required

Provide work for review to Director

Bring potential client issues to attention of the Director

Keep an eye out for potential issues for client (e.g., Div 7a, Land tax, etc)

Ad hoc research

Position competencies

A senior accountant will be expected to take ownership of the following competencies personally, as well as manage a team ensuring their outcomes are also positive.

Regular contact with clients, utilising the most appropriate medium, to ensure engagement with them. This will enable us to be their first point of contact in any financial decisions.

Proactive management of all compliance services to ensure internal and external parties are meeting their obligations to ensure timely preparation.

Proactive management of all business service engagements to ensure delivery of high-quality advice and resources.

Regular positive interactions in internal meetings, helping to drive continuous improvement of internal processes, mentoring team members and promoting the values of the firm.

Wherever possible seek to engage new clients who fit with the firm culture, and new services to existing clients. This helps achieve the objective of growth and longevity for the firm.

Provision of strategic advice, innovative solutions, and excellent service to our core market of small-medium businesses

Provide support and develop capability among team members, including delegating and reviewing their work

Provide business advisory and accounting advise to a sustainable and profitable portfolio of clients

Produce compliance documents, special purpose financial statements and quarterly management reports

Continue ongoing training to ensure skills remain current and relevant

Preparation of income tax returns and financial statements for all entity types

Preparation of BAS and IAS.

Ability to build strong relationships with clients and colleagues

Manage budgets and other KPI’s

Identify avenues to grow the fee base

Manage client list

Takes all high-level traffic, High end tax planning and strategy advice

Excel

Xero / MYOB

Business acumen

Position Qualifications

The candidate will be expected to hold CA qualifications (or similar) and maintain their ongoing CPD requirements. From time to time this will require travel to development events.

Position Experience Required

Minimum 12 months experience as Senior Accountant.

Culture

At Panorama Business & Financial we foster a culture that recognises and rewards high performance, but we also care about the things beyond your job. With a family friendly yet professional culture, you will have access to a range of employee benefits.

Some of these benefits include study support options, celebration of key milestones, access to in-house specialty services and professional memberships paid for. To work around other commitments, you can access flexible start and finish times and purchase additional annual leave.