Qualifications and experience

• Commerce and/or taxation related degree completion
• At least 3 years full time experience in accounting & taxation as well as all administrative aspects of an accounting firm in Australia
• Completed professional studies to secure a CPA or CA qualification or near completion
• A working knowledge of MYOB, Xero and tax preparation software
• Strong research ability for taxation law and rulings

Accountable for

• Ensuring you are consistently asking yourself –– ‘Am I doing the most important thing that I should be doing?’ … and ‘If not, why not?’ time is a valuable resource to be spent wisely and with a sense of balance in mind
• Being aware of existing legislation, current developments and the ATO interpretation that may impact on the work you are performing for clients
• Discussing with the director every week your priorities for the week, and reporting on the progress of all jobs allocated
• Communicating with clients and 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 and medium sized businesses 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
• For the jobs you are allocated, being aware of the opening time WIP and accumulation of WIP and examining the final WIP when the job is completed
• Drafting the fee from the work in progress report and make recommendations to partners on the proposed amounts to raise as fees to clients
• Enjoying your work role
• 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

• Takes source data and financial information prepared by clients/bookkeepers and produces a draft set of financial statements for review by a director or a partner
• Resolves all queries raised in taxation and accounting matters
• Trains and assists clients to administer their accounting systems (MYOB, Xero, Quickbooks, etc.)
• Learns to produce all income tax returns forms (including super funds)
• 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
• Undertakes research and produces draft written advice on tax or company law matters, subject to the review of the director
• Undertakes training and understands the long-term benefit this will provide
• Becomes proficient with accountants office general ledger software, Xero, MYOB, MS Office Professional Suite of software
• Holds the confidence of clients, both over the telephone and in person
• Trains and supervises a Trainee Accountant, evidenced by the quality of work produced and efficiency with which the work is performed
• Develops some analytical skills e.g. using commonsense and logic, can spot areas of concern and errors made by client
• Develops an understanding of corporate structure e.g. asset accumulation/protection, and uses of trusts
• Works to a deadline and can handle pressure
• Understands the theory of valuing a business
• In reporting to the director, or the client, significantly adds value to the relationship
• Learns from mistakes – repeated similar mistakes are rare
• Has desk and workflows that are well organised and prioritised – BSAs use “CCH iFirm” on a daily basis, discussing with the director or a partner their job priorities for the week and reporting on progress of all jobs allocated.

Salary

Salaries of this position will be discussed and negotiated depending on the candidate’s qualifications and the level of relevant experiences.

Salaries are reviewed annually.  Progress will be determined by performance and responsibilities. Bonuses may be paid and will be based upon performance which is regularly monitored and reviewed at least half yearly.