Senior Accountant (Client Manager)
The Business
Two Partners and a team of more than 10 staff across various specialisms, this is a multi-disciplinary financial services firm offering Finance Lending, Mortgage Broking, Financial Planning, Accounting, and Tax Advice. The business was established a little over 5 years ago and has grown rapidly, attracting clients through their desire to help build their clients businesses with them, and go on the journey together.
About You
- 3 years of Business Services and Tax experience
- Relevant Degree Qualification
- CA or CPA Qualified
- Excellent communication skills, both written and verbal
- An entrepreneurial and commercial approach
- Motivated and driven to succeed
- A passion for learning and helping others
- Experienced being client-facing and confident enough to pick up the phone and speak with a client from day one
- Experienced with Xero and other Cloud Technology software
- Keen to find a fun, social, young and growth-focused firm
- Enjoy working solo, and in a team, as you will need to do both here
- Some experience delegating and reviewing work would be ideal
Benefits!
- No more timesheets! Focus on adding value
- Delegate and review most of your compliance
- Young & social team, with a culture that would be envied by most businesses in the accounting industry
- Modern and spacious office on the top floor with courtyard and rooftop overlooking the whole city
- Commission for winning new clients
- A balance of autonomy and support
- Work with young entrepreneurial clients looking to grow their businesses
- If you have a passion for a particular industry or part of your role, you can become the office champion for this area
- Exposure to clients and client contact from your first day
- Opportunity for responsibility and progression, all you need to do is work hard and be rewarded!
The Role - Senior Accountant & Client Manager
You will take on a growing client portfolio of SME business clients ranging up to $10 million in revenue, working with many businesses who are in the early stages looking for advice, wanting to learn, improve and develop their own businesses, many of the clients are 25-40 years old and looking for ongoing guidance so you can have a real impact here and provide a lot of value add services.
The responsibilities will be:
- Accurately complete clients’ source documentation for processing including bank reconciliations
- Preparation of financial statements and completion of client income tax returns for all types of entities
- Prepare Activity Statements
- Provide supporting documentation and clearly articulate and prove how certain figures/outcomes were achieved and why
- Competent with Accounting programs such as Xero, MYOB, Quickbooks
- Access ATO portal for client information and BAS lodgement
- Communicate effectively with clients on queries and to gather information
- Present professionally and maintain a presence as the main point of contact for clients and their queries
- Contribute to the overall team goals, and the company culture positively
- Supervision of one to two staff initially
Sound interesting?
Apply now and you will not be disappointed with what this business has to offer.
This role will suit someone hungry to progress faster, who is keen to show what they can do with a portfolio of clients and capable of building good quality relationships.
For more information on this opportunity and others in Public Practice, call Harry on 0406 838 067.